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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1126
Personal Capital Advisors
California
$462K -$105K -2,063 -22%
WQ
1127
Wealth Quarterback
New Jersey
$456K -$233K -4,578 -38%
UWM
1128
Urban Wealth Management
California
$456K +$376K +7,401 New
FMLI
1129
Fukoku Mutual Life Insurance
Japan
$455K -$40.7K -800 -10%
EGA
1130
Eagle Global Advisors
Texas
$453K +$22.9K +450 +7%
TSS
1131
Two Sigma Securities
New York
$453K +$96.8K +1,904 +35%
CAC
1132
Cowen and Company
New York
$450K +$371K +7,295 New
NP
1133
Ninepoint Partners
Ontario, Canada
$449K +$370K +7,275 New
CF
1134
Clarity Financial
Texas
$446K +$368K +7,231 New
HSA
1135
HBK Sorce Advisory
Pennsylvania
$445K +$367K +7,212 New
SAM
1136
SP Asset Management
California
$443K +$8.79K +173 +3%
PCG
1137
Private Capital Group
Connecticut
$442K -$62.2K -1,224 -15%
BHBT
1138
Burke & Herbert Bank & Trust
Virginia
$440K – – –
BG
1139
Bahl & Gaynor
Ohio
$438K -$30K -591 -8%
MG
1140
Mather Group
Illinois
$438K +$1.73K +34 +0.5%
BW
1141
Bison Wealth
Georgia
$436K +$359K +7,068 New
ACI
1142
Alpha Cubed Investments
California
$434K -$10.8K -212 -3%
JRCM
1143
Jones Road Capital Management
New York
$432K +$356K +7,000 New
HPCM
1144
Hunter Perkins Capital Management
Illinois
$432K +$356K +7,002 New
VC
1145
Vicus Capital
Pennsylvania
$430K -$4.68K -92 -1%
HDIM
1146
Hanson & Doremus Investment Management
Vermont
$426K -$6.56K -129 -2%
GA
1147
Geller Advisors
New York
$426K – – –
EM
1148
Excalibur Management
Massachusetts
$424K +$40.2K +790 +13%
IA
1149
Insight Advisors
Pennsylvania
$424K +$350K +6,876 New
EAM
1150
Eagle Asset Management
Florida
$421K -$6.05M -118,975 -95%
44 45
46
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