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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1226
Silver Capital Management
New York
$461K – – –
KIA
1227
KCM Investment Advisors
California
$456K -$739 -10 -0.2%
KF
1228
Krilogy Financial
Missouri
$454K -$88.5K -1,197 -16%
FFA
1229
First Foundation Advisors
California
$454K -$74.1K -1,002 -14%
B
1230
Bailard
California
$453K – – –
BHBT
1231
Burke & Herbert Bank & Trust
Virginia
$449K – – –
LIC
1232
Lodestar Investment Counsel
Illinois
$449K +$73.9K +1,000 +20%
MFG
1233
Merit Financial Group
Georgia
$449K +$447K +6,046 New
WPW
1234
Waldron Private Wealth
Pennsylvania
$448K – – –
GJIC
1235
Gamble Jones Investment Counsel
California
$446K – – –
HPC
1236
HM Payson & Co
Maine
$439K +$90.4K +1,222 +26%
TH
1237
TCTC Holdings
Texas
$436K – – –
LFR
1238
Lehman Financial Resources
Pennsylvania
$436K +$77.6K +1,050 +22%
ST
1239
Smithfield Trust
Pennsylvania
$433K +$33.4K +452 +8%
CB
1240
CNB Bank
Pennsylvania
$433K +$430K +5,818 New
SLF
1241
Sun Life Financial
Ontario, Canada
$432K -$1.05M -14,241 -71%
QAM
1242
QCI Asset Management
New York
$432K +$29.1K +394 +7%
MIH
1243
Meitav Investment House
Israel
$432K +$425K +5,750 New
SSP
1244
Sapphire Star Partners
Washington
$424K – – –
PFS
1245
Prospera Financial Services
Texas
$423K -$181K -2,451 -30%
SP
1246
Successful Portfolios
Florida
$422K +$420K +5,673 New
IWA
1247
Intercontinental Wealth Advisors
Texas
$418K +$3.7K +50 +0.9%
CA
1248
Clearstead Advisors
Ohio
$416K -$14.3K -193 -3%
TFO
1249
Tarbox Family Office
California
$416K +$61.2K +827 +17%
BFEC
1250
Benjamin F. Edwards & Company
Missouri
$412K -$11.7K -158 -3%
48 49
50
51 52