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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
AG
1201
AlphaSimPlex Group
Massachusetts
$314K -$88.7K -1,869 -23%
JFL
1202
Jarislowsky, Fraser Ltd
Quebec, Canada
$314K +$292K +6,160 New
XWM
1203
Xcel Wealth Management
Florida
$313K +$5.98K +126 +2%
PP
1204
Palladium Partners
Virginia
$312K -$155K -3,277 -35%
HCA
1205
Heck Capital Advisors
Wisconsin
$309K +$67.8K +1,429 +31%
IC
1206
IEQ Capital
California
$309K -$1.05M -22,058 -78%
Dodge & Cox
1207
Dodge & Cox
California
$309K +$287K +6,055 New
ECM
1208
Evergreen Capital Management
Washington
$308K -$47.7K -1,006 -14%
BBHC
1209
Brown Brothers Harriman & Co
New York
$306K -$762K -16,056 -73%
BSW
1210
Buckingham Strategic Wealth
Missouri
$305K -$1.07M -22,603 -79%
FLPIM
1211
F.L. Putnam Investment Management
Massachusetts
$304K -$472K -9,944 -63%
FLI
1212
Family Legacy Inc
South Carolina
$304K – – –
SC
1213
Sepio Capital
Utah
$304K +$283K +5,955 New
CF
1214
Centaurus Financial
California
$300K +$28.4K +598 +11%
RIA
1215
RPG Investment Advisory
California
$299K +$3.8K +80 +1%
KJHP
1216
K.J. Harrison & Partners
Ontario, Canada
$298K +$276K +5,827 New
MWC
1217
MBM Wealth Consultants
Missouri
$297K -$80.3K -1,692 -23%
LDFR
1218
Lehman & Derafelo Financial Resources
Pennsylvania
$296K +$33K +695 +14%
Vanguard Capital Wealth Advisors
1219
Vanguard Capital Wealth Advisors
Colorado
$296K +$307K +6,470 New
FAIM
1220
Financial Advocates Investment Management
Washington
$293K +$272K +5,736 New
LAM
1221
Lingohr Asset Management
Germany
$292K -$12.8K -270 -4%
CM
1222
Columbus Macro
Pennsylvania
$290K -$20.7K -436 -7%
SFFS
1223
Stonehage Fleming Financial Services
Jersey
$290K – – –
TC
1224
TradeLink Capital
Illinois
$290K +$269K +5,680 New
HR
1225
Hayden Royal
North Carolina
$288K +$267K +5,633 New