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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
1176
HighPoint Advisor Group
Illinois
$423K -$9.64K -140 -2%
SICM
1177
Sustainable Insight Capital Management
New York
$422K -$503K -7,300 -54%
HAM
1178
Highstreet Asset Management
Ontario, Canada
$422K +$406K +5,900 +1,475%
CFA
1179
Carroll Financial Associates
North Carolina
$420K +$58.9K +855 +16%
CAG
1180
Crestwood Advisors Group
Massachusetts
$419K +$26.4K +384 +7%
CWM
1181
Confluence Wealth Management
Oregon
$417K – – –
CLOS
1182
Compagnie Lombard Odier SCmA
Switzerland
$417K +$68.8K +1,000 +19%
OC
1183
Oakworth Capital
Alabama
$415K +$397K +5,771 +1,348%
PAG
1184
Pinnacle Advisory Group
Maryland
$414K -$52.4K -761 -11%
KSA
1185
Ken Stern & Associates
California
$414K +$426K +6,188 New
ACI
1186
Alpha Cubed Investments
California
$411K -$68.2K -991 -14%
ECM
1187
Evergreen Capital Management
Washington
$411K -$15.5K -225 -4%
GLA
1188
Good Life Advisors
Pennsylvania
$409K -$150K -2,177 -26%
BJL
1189
Brighton Jones LLC
Washington
$408K -$101K -1,468 -19%
FAM
1190
Flaharty Asset Management
Florida
$408K +$13.8K +200 +3%
KA
1191
Kaizen Advisory
Illinois
$407K +$240K +3,493 +135%
TMAM
1192
Tokio Marine Asset Management
Japan
$405K -$259K -3,759 -38%
BHBT
1193
Burke & Herbert Bank & Trust
Virginia
$404K – – –
LIC
1194
Lodestar Investment Counsel
Illinois
$404K – – –
AWA
1195
ARS Wealth Advisors
Florida
$404K +$3.99K +58 +1%
WPW
1196
Waldron Private Wealth
Pennsylvania
$403K – – –
GJIC
1197
Gamble Jones Investment Counsel
California
$403K +$1.65K +24 +0.4%
BSW
1198
Buckingham Strategic Wealth
Missouri
$402K +$52.5K +763 +15%
FFA
1199
First Foundation Advisors
California
$402K +$53.5K +777 +15%
TPWA
1200
TRUE Private Wealth Advisors
Oregon
$401K -$103K -1,493 -20%
46 47
48
49 50