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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
B
1201
Bailard
California
$452K -$35.6K -504 -7%
CLOS
1202
Compagnie Lombard Odier SCmA
Switzerland
$450K +$2.33K +33 +0.5%
CWM
1203
Confluence Wealth Management
Oregon
$450K +$3.11K +44 +0.7%
BJL
1204
Brighton Jones LLC
Washington
$445K +$7.49K +106 +2%
FNT
1205
First National Trust
Pennsylvania
$444K -$173K -2,450 -28%
KSA
1206
Ken Stern & Associates
California
$441K -$2.9K -41 -0.7%
WPW
1207
Waldron Private Wealth
Pennsylvania
$441K +$9.62K +136 +2%
TPWA
1208
TRUE Private Wealth Advisors
Oregon
$438K +$7.57K +107 +2%
MIH
1209
Meitav Investment House
Israel
$438K – – –
KA
1210
Kaizen Advisory
Illinois
$437K – – –
CA
1211
Calton & Associates
Florida
$436K -$8.41K -119 -2%
CAG
1212
Crestwood Advisors Group
Massachusetts
$435K – – –
LA
1213
Legacy Advisors
Pennsylvania
$435K +$308K +4,350 +253%
RTS
1214
Round Table Services
New Jersey
$434K +$427K +6,044 New
BHBT
1215
Burke & Herbert Bank & Trust
Virginia
$433K – – –
LIC
1216
Lodestar Investment Counsel
Illinois
$433K – – –
AWA
1217
ARS Wealth Advisors
Florida
$431K -$1.98K -28 -0.5%
GJIC
1218
Gamble Jones Investment Counsel
California
$430K -$1.7K -24 -0.4%
DSI
1219
Daiwa SB Investments
Japan
$427K -$283K -4,000 -40%
SCA
1220
Sage Capital Advisors
South Dakota
$427K +$7.49K +106 +2%
PP
1221
PagnatoKarp Partners
Virginia
$424K +$16.3K +230 +4%
HAG
1222
HighPoint Advisor Group
Illinois
$421K +$17.7K +250 +4%
LFR
1223
Lehman Financial Resources
Pennsylvania
$420K +$49.5K +700 +14%
MMG
1224
Monetary Management Group
Missouri
$414K -$61.5K -870 -13%
I
1225
IberiaBank
Louisiana
$414K +$65K +919 +19%
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