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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
MMPW
1201
Mitchell McLeod Pugh & Williams
Alabama
$611K +$76 +1 +0%
KP
1202
Keel Point
Alabama
$608K +$106K +1,396 +19%
BMCM
1203
Bryn Mawr Capital Management
Pennsylvania
$607K -$213K -2,794 -25%
SW
1204
SlateStone Wealth
Florida
$606K +$300K +3,930 +85%
DP
1205
Dearborn Partners
Illinois
$603K +$29.4K +385 +5%
GS
1206
GTS Securities
Florida
$603K -$604K -7,915 -48%
ATC
1207
Adirondack Trust Company
New York
$602K -$11.1K -146 -2%
FCP
1208
Fidelis Capital Partners
Florida
$601K -$87.2K -1,144 -12%
MVA
1209
Mount Vernon Associates
Maryland
$601K -$22.9K -300 -3%
CA
1210
Claro Advisors
Massachusetts
$595K -$13.3K -175 -2%
BOH
1211
Bank of Hawaii
Hawaii
$593K +$637K +8,358 New
FHA
1212
Flagship Harbor Advisors
Massachusetts
$593K -$6.63K -87 -1%
SI
1213
Severin Investments
Missouri
$592K +$320K +4,201 +102%
MC
1214
Marest Capital
California
$591K +$57.4K +753 +10%
T
1215
Transce3nd
Texas
$591K -$47.3K -620 -7%
NWMG
1216
National Wealth Management Group
Ohio
$590K +$634K +8,310 New
GM
1217
GeoWealth Management
Illinois
$590K -$231K -3,031 -27%
FB
1218
First Bancorp
Maine
$587K +$14.4K +189 +2%
SFC
1219
SYM Financial Corp
Indiana
$585K +$83.7K +1,098 +15%
RAM
1220
Ramirez Asset Management
New York
$585K – – –
PFGIA
1221
Patriot Financial Group Insurance Agency
Massachusetts
$582K +$72.4K +950 +13%
PCM
1222
Perritt Capital Management
Illinois
$582K -$71.3K -935 -10%
AW
1223
Alteri Wealth
California
$579K +$10.1K +133 +2%
SCP
1224
Sivia Capital Partners
California
$578K +$374K +4,904 +152%
OFP
1225
OFC Financial Planning
New Jersey
$578K – – –
47 48
49
50 51