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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOO
1126
First National Bank of Omaha
Nebraska
$557K +$2.8K +42 +0.6%
CFG
1127
Cooper Financial Group
California
$557K +$10.3K +154 +2%
BCM
1128
Boltwood Capital Management
California
$555K +$66.4K +995 +15%
BP
1129
Ballentine Partners
Massachusetts
$554K -$10.1K -152 -2%
PCA
1130
Personal Capital Advisors
California
$553K +$7.34K +110 +1%
CIM
1131
CIM Investment Management
Pennsylvania
$551K -$547K -8,194 -52%
IAMOG
1132
Investors Asset Management of Georgia
Georgia
$551K – – –
APW
1133
Aurora Private Wealth
New Jersey
$550K -$40.3K -603 -7%
QCG
1134
Quadrant Capital Group
Ohio
$549K -$138K -2,069 -22%
OIM
1135
Orca Investment Management
Oregon
$549K – – –
SM
1136
Southport Management
Wyoming
$546K +$501K +7,500 New
BHBT
1137
Burke & Herbert Bank & Trust
Virginia
$544K +$21.7K +325 +5%
ET
1138
Equitable Trust
Tennessee
$543K -$71.3K -1,068 -13%
IDBONY
1139
Israel Discount Bank of New York
New York
$542K -$3.6K -54 -0.7%
WA
1140
Wealth Alliance
New York
$541K -$106K -1,583 -18%
TFS
1141
Thoroughbred Financial Services
Tennessee
$541K +$133K +1,989 +36%
MWM
1142
Mission Wealth Management
California
$541K +$249K +3,723 +100%
DWM
1143
Dorchester Wealth Management
Quebec, Canada
$538K -$110K -1,650 -18%
FMLI
1144
Fukoku Mutual Life Insurance
Japan
$537K – – –
FCH
1145
Freestone Capital Holdings
Washington
$536K -$110K -1,653 -18%
EGA
1146
Eagle Global Advisors
Texas
$535K – – –
KMWM
1147
Keudell/Morrison Wealth Management
Oregon
$533K +$51.5K +772 +12%
LSPW
1148
Lake Street Private Wealth
Illinois
$530K +$97.2K +1,456 +25%
BSW
1149
Buckingham Strategic Wealth
Missouri
$530K +$120K +1,794 +33%
FCCM
1150
First City Capital Management
Georgia
$528K +$60.9K +913 +15%
44 45
46
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