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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
CWAG
1151
Compton Wealth Advisory Group
Virginia
$543K +$67 +1 +0%
OIA
1152
Optimum Investment Advisors
Illinois
$542K -$26.8K -400 -5%
ADL
1153
Asset Dedication LLC
California
$542K +$10.4K +156 +2%
NSIM
1154
North Star Investment Management
Illinois
$540K -$5.15K -77 -1%
PCM
1155
Perritt Capital Management
Illinois
$536K – – –
GCP
1156
GSA Capital Partners
United Kingdom
$533K +$509K +7,606 New
CCM
1157
Community Capital Management
Florida
$525K – – –
GCIA
1158
Gabelli & Co Investment Advisers
New York
$525K – – –
BO
1159
BRR OpCo
Ohio
$522K +$94.4K +1,411 +23%
AAS
1160
Avantax Advisory Services
Texas
$521K -$34.9K -521 -7%
HB
1161
Homrich & Berg
Georgia
$521K +$120K +1,788 +32%
HAG
1162
HighPoint Advisor Group
Illinois
$519K -$1.74K -26 -0.4%
GCM
1163
Gables Capital Management
Florida
$518K – – –
IC
1164
Intersect Capital
California
$517K -$5.22K -78 -1%
LC
1165
Lindbrook Capital
California
$517K +$89.8K +1,342 +22%
GEM
1166
Global Endowment Management
North Carolina
$516K -$541K -8,080 -52%
WC
1167
Weil Company
California
$514K +$6.76K +101 +1%
SMH
1168
Sanders Morris Harris
Texas
$514K +$489K +7,304 New
CAM
1169
ClariVest Asset Management
California
$512K -$91K -1,360 -16%
DSC
1170
Duncker Streett & Co
Missouri
$512K -$13.1K -196 -3%
BHBT
1171
Burke & Herbert Bank & Trust
Virginia
$512K – – –
RA
1172
Rational Advisors
New York
$512K +$209K +3,124 +75%
PCM
1173
Penserra Capital Management
California
$512K +$347K +5,192 +243%
LF
1174
Lantz Financial
Illinois
$511K -$22.3K -333 -4%
DBIA
1175
Dumont & Blake Investment Advisors
New Jersey
$502K +$3.01K +45 +0.6%
45 46
47
48 49