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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
GCIA
1151
Gabelli & Co Investment Advisers
New York
$525K – – –
BO
1152
BRR OpCo
Ohio
$522K +$94.4K +1,411 +23%
AAS
1153
Avantax Advisory Services
Texas
$521K -$34.9K -521 -7%
HB
1154
Homrich & Berg
Georgia
$521K +$120K +1,788 +32%
HAG
1155
HighPoint Advisor Group
Illinois
$519K -$1.74K -26 -0.4%
GCM
1156
Gables Capital Management
Florida
$518K – – –
IC
1157
Intersect Capital
California
$517K -$5.22K -78 -1%
LC
1158
Lindbrook Capital
California
$517K +$89.8K +1,342 +22%
GEM
1159
Global Endowment Management
North Carolina
$516K -$541K -8,080 -52%
WC
1160
Weil Company
California
$514K +$6.76K +101 +1%
SMH
1161
Sanders Morris Harris
Texas
$514K +$489K +7,304 New
CAM
1162
ClariVest Asset Management
California
$512K -$91K -1,360 -16%
DSC
1163
Duncker Streett & Co
Missouri
$512K -$13.1K -196 -3%
BHBT
1164
Burke & Herbert Bank & Trust
Virginia
$512K – – –
RA
1165
Rational Advisors
New York
$512K +$209K +3,124 +75%
PCM
1166
Penserra Capital Management
California
$512K +$347K +5,192 +243%
LF
1167
Lantz Financial
Illinois
$511K -$22.3K -333 -4%
DBIA
1168
Dumont & Blake Investment Advisors
New Jersey
$502K +$3.01K +45 +0.6%
3C
1169
361 Capital
Colorado
$501K +$479K +7,159 New
SRAM
1170
Stone Ridge Asset Management
New York
$498K +$93.7K +1,400 +25%
WSTAM
1171
Wilbanks Smith & Thomas Asset Management
Virginia
$497K -$3.75K -56 -0.8%
IAMOG
1172
Investors Asset Management of Georgia
Georgia
$497K -$669 -10 -0.1%
WPW
1173
Waldron Private Wealth
Pennsylvania
$496K -$97K -1,450 -17%
EGA
1174
Eagle Global Advisors
Texas
$488K +$100K +1,500 +27%
SIG
1175
Sargent Investment Group
Maryland
$486K +$28.4K +425 +7%
45 46
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