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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1126
Perritt Capital Management
Illinois
$534K +$69.1K +934 +14%
JWM
1127
Jupiter Wealth Management
Colorado
$533K +$185K +2,500 +50%
EGM
1128
Engineers Gate Manager
New York
$532K -$834K -11,270 -60%
BHBT
1129
Burke & Herbert Bank & Trust
Virginia
$529K – – –
SOW
1130
State of Wyoming
Wyoming
$529K +$154K +2,085 +39%
WDC
1131
Woodward Diversified Capital
California
$526K +$202K +2,732 +58%
IA
1132
Insight Advisors
Pennsylvania
$525K +$70.9K +958 +14%
PFO
1133
Pathstone Family Office
New Jersey
$519K +$101K +1,359 +23%
CWM
1134
Cornerstone Wealth Management
Missouri
$515K +$27.4K +370 +5%
DWM
1135
Dorchester Wealth Management
Quebec, Canada
$511K -$12.9K -175 -2%
SCM
1136
Southport Capital Management
Tennessee
$510K +$534K +7,212 New
KFA
1137
Kelleher Financial Advisors
New York
$509K -$481K -6,500 -47%
PFS
1138
Prospera Financial Services
Texas
$508K -$97.5K -1,318 -16%
ABC
1139
Associated Banc-Corp
Wisconsin
$504K -$380K -5,140 -42%
PWM
1140
Prentice Wealth Management
New York
$504K -$9.62K -130 -2%
CANY
1141
Caxton Associates (New York)
New York
$502K +$525K +7,090 New
STA
1142
Summit Trail Advisors
New York
$500K +$73.6K +995 +16%
CT
1143
Clearstead Trust
Maine
$499K – – –
AIP
1144
Almanack Investment Partners
Pennsylvania
$496K -$75.8K -1,024 -13%
QCG
1145
Quadrant Capital Group
Ohio
$496K -$39.7K -537 -7%
ICG
1146
InterOcean Capital Group
Tennessee
$495K -$51.8K -700 -9%
AG
1147
AIA Group
Hong Kong
$495K +$563K +7,603 New
JIC
1148
Johnson Investment Counsel
Ohio
$493K -$13.3K -180 -3%
PCS
1149
Personal CFO Solutions
New Jersey
$492K +$30.9K +418 +6%
MG
1150
Mather Group
Illinois
$490K +$1.55K +21 +0.3%
44 45
46
47 48