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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1126
Dorchester Wealth Management
Quebec, Canada
$551K +$43.7K +625 +9%
AIP
1127
Almanack Investment Partners
Pennsylvania
$550K +$57.1K +817 +12%
LJAC
1128
L.J. Altfest & Co
New York
$546K +$81.6K +1,168 +18%
BWP
1129
BSW Wealth Partners
Colorado
$545K -$39.8K -570 -7%
AF
1130
Affiance Financial
Minnesota
$545K – – –
CFG
1131
Cooper Financial Group
California
$543K +$11.1K +159 +2%
EGA
1132
Eagle Global Advisors
Texas
$542K +$1.68K +24 +0.3%
AIM
1133
Aspen Investment Management
Michigan
$535K -$10.5K -150 -2%
IA
1134
Insight Advisors
Pennsylvania
$535K +$16.3K +233 +3%
WFI
1135
West Family Investments
California
$535K +$98.4K +1,407 +23%
FC
1136
Fulcrum Capital
Washington
$534K – – –
BCA
1137
Berman Capital Advisors
Georgia
$534K +$188K +2,683 +54%
TFCP
1138
Twin Focus Capital Partners
Massachusetts
$533K – – –
QCG
1139
Quadrant Capital Group
Ohio
$528K +$35.4K +507 +7%
BHBT
1140
Burke & Herbert Bank & Trust
Virginia
$524K – – –
NW
1141
NewEdge Wealth
Pennsylvania
$520K +$42.6K +609 +9%
WA
1142
Waverly Advisors
Alabama
$514K – – –
IWM
1143
IHT Wealth Management
Illinois
$512K -$68.7K -983 -12%
STA
1144
Summit Trail Advisors
New York
$512K +$16K +229 +3%
ICG
1145
InterOcean Capital Group
Tennessee
$512K +$21K +300 +4%
GSIS
1146
Global Strategic Investment Solutions
Arizona
$509K +$52.1K +745 +11%
JIC
1147
Johnson Investment Counsel
Ohio
$507K +$17.1K +244 +3%
FNC
1148
First National Corp
Massachusetts
$507K +$231K +3,302 +84%
TA
1149
Tiedemann Advisors
New York
$506K -$209K -2,997 -29%
FMLI
1150
Fukoku Mutual Life Insurance
Japan
$505K +$28.7K +410 +6%
44 45
46
47 48