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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1126
CIM Investment Management
Pennsylvania
$551K -$547K -8,194 -52%
IAMOG
1127
Investors Asset Management of Georgia
Georgia
$551K – – –
APW
1128
Aurora Private Wealth
New Jersey
$550K -$40.3K -603 -7%
QCG
1129
Quadrant Capital Group
Ohio
$549K -$138K -2,069 -22%
OIM
1130
Orca Investment Management
Oregon
$549K – – –
SM
1131
Southport Management
Wyoming
$546K +$501K +7,500 New
BHBT
1132
Burke & Herbert Bank & Trust
Virginia
$544K +$21.7K +325 +5%
ET
1133
Equitable Trust
Tennessee
$543K -$71.3K -1,068 -13%
IDBONY
1134
Israel Discount Bank of New York
New York
$542K -$3.6K -54 -0.7%
WA
1135
Wealth Alliance
New York
$541K -$106K -1,583 -18%
TFS
1136
Thoroughbred Financial Services
Tennessee
$541K +$133K +1,989 +36%
MWM
1137
Mission Wealth Management
California
$541K +$249K +3,723 +100%
DWM
1138
Dorchester Wealth Management
Quebec, Canada
$538K -$110K -1,650 -18%
FMLI
1139
Fukoku Mutual Life Insurance
Japan
$537K – – –
FCH
1140
Freestone Capital Holdings
Washington
$536K -$110K -1,653 -18%
EGA
1141
Eagle Global Advisors
Texas
$535K – – –
KMWM
1142
Keudell/Morrison Wealth Management
Oregon
$533K +$51.5K +772 +12%
LSPW
1143
Lake Street Private Wealth
Illinois
$530K +$97.2K +1,456 +25%
BSW
1144
Buckingham Strategic Wealth
Missouri
$530K +$120K +1,794 +33%
FCCM
1145
First City Capital Management
Georgia
$528K +$60.9K +913 +15%
PWM
1146
Prentice Wealth Management
New York
$528K +$484K +7,257 New
TCM
1147
Tuttle Capital Management
Connecticut
$527K +$221K +3,305 +84%
HSA
1148
HBK Sorce Advisory
Pennsylvania
$523K -$1.87K -28 -0.4%
JCM
1149
Jacobi Capital Management
Pennsylvania
$522K +$38K +570 +9%
JIC
1150
Johnson Investment Counsel
Ohio
$520K -$134K -2,014 -22%
44 45
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