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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
1201
Evoke Wealth
California
$717K +$296K +4,098 +95%
RS
1202
R Squared
Hong Kong
$713K +$364K +5,032 +150%
LAM
1203
LECAP Asset Management
United Kingdom
$713K +$606K +8,377 New
AIM
1204
Anchor Investment Management
South Carolina
$712K +$420K +5,808 +227%
IP
1205
Intellectus Partners
California
$712K -$66.4K -919 -10%
FHA
1206
Flagship Harbor Advisors
Massachusetts
$711K +$434 +6 +0.1%
LAM
1207
L2 Asset Management
Massachusetts
$711K +$40.2K +556 +7%
ATC
1208
Adirondack Trust Company
New York
$711K -$9.61K -133 -2%
GLA
1209
Good Life Advisors
Pennsylvania
$706K +$36.8K +509 +7%
AGAM
1210
Audent Global Asset Management
California
$705K +$356K +4,931 +147%
FB
1211
First Bancorp
Maine
$704K – – –
AC
1212
ASB Consultores
Florida
$703K +$67.5K +934 +13%
MA
1213
MONECO Advisors
Connecticut
$698K +$101K +1,391 +20%
VCM
1214
Versant Capital Management
Arizona
$698K +$197K +2,719 +50%
DBIA
1215
Dumont & Blake Investment Advisors
New Jersey
$696K +$5.35K +74 +0.9%
OHWA
1216
Oak Hill Wealth Advisors
Virginia
$696K +$36.1K +500 +7%
FPB
1217
First PREMIER Bank
South Dakota
$693K – – –
OFP
1218
OFC Financial Planning
New Jersey
$693K – – –
RA
1219
Rise Advisors
New York
$689K +$507K +7,008 +644%
CCIA
1220
Campbell & Co Investment Adviser
Maryland
$687K +$583K +8,071 New
API
1221
Asset Planning Inc
California
$687K – – –
DMBA
1222
Deseret Mutual Benefit Administrators
Utah
$687K – – –
4WM
1223
49 Wealth Management
Texas
$687K +$136K +1,876 +30%
AIA
1224
Affinity Investment Advisors
California
$681K -$867 -12 -0.1%
KIA
1225
KCM Investment Advisors
California
$681K +$33K +456 +6%
47 48
49
50 51