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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
1201
Keel Point
Alabama
$608K +$106K +1,396 +19%
BMCM
1202
Bryn Mawr Capital Management
Pennsylvania
$607K -$213K -2,794 -25%
SW
1203
SlateStone Wealth
Florida
$606K +$300K +3,930 +85%
DP
1204
Dearborn Partners
Illinois
$603K +$29.4K +385 +5%
GS
1205
GTS Securities
Florida
$603K -$604K -7,915 -48%
ATC
1206
Adirondack Trust Company
New York
$602K -$11.1K -146 -2%
FCP
1207
Fidelis Capital Partners
Florida
$601K -$87.2K -1,144 -12%
MVA
1208
Mount Vernon Associates
Maryland
$601K -$22.9K -300 -3%
CA
1209
Claro Advisors
Massachusetts
$595K -$13.3K -175 -2%
BOH
1210
Bank of Hawaii
Hawaii
$593K +$637K +8,358 New
FHA
1211
Flagship Harbor Advisors
Massachusetts
$593K -$6.63K -87 -1%
SI
1212
Severin Investments
Missouri
$592K +$320K +4,201 +102%
MC
1213
Marest Capital
California
$591K +$57.4K +753 +10%
T
1214
Transce3nd
Texas
$591K -$47.3K -620 -7%
NWMG
1215
National Wealth Management Group
Ohio
$590K +$634K +8,310 New
GM
1216
GeoWealth Management
Illinois
$590K -$231K -3,031 -27%
FB
1217
First Bancorp
Maine
$587K +$14.4K +189 +2%
SFC
1218
SYM Financial Corp
Indiana
$585K +$83.7K +1,098 +15%
RAM
1219
Ramirez Asset Management
New York
$585K – – –
PFGIA
1220
Patriot Financial Group Insurance Agency
Massachusetts
$582K +$72.4K +950 +13%
PCM
1221
Perritt Capital Management
Illinois
$582K -$71.3K -935 -10%
AW
1222
Alteri Wealth
California
$579K +$10.1K +133 +2%
SCP
1223
Sivia Capital Partners
California
$578K +$374K +4,904 +152%
OFP
1224
OFC Financial Planning
New Jersey
$578K – – –
GCM
1225
Gallacher Capital Management
Colorado
$577K -$83.8K -1,099 -12%
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49
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