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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1226
IFG Advisory
Georgia
$463K +$461K +6,230 New
SCM
1227
Silver Capital Management
New York
$461K – – –
KIA
1228
KCM Investment Advisors
California
$456K -$739 -10 -0.2%
KF
1229
Krilogy Financial
Missouri
$454K -$88.5K -1,197 -16%
FFA
1230
First Foundation Advisors
California
$454K -$74.1K -1,002 -14%
B
1231
Bailard
California
$453K – – –
BHBT
1232
Burke & Herbert Bank & Trust
Virginia
$449K – – –
LIC
1233
Lodestar Investment Counsel
Illinois
$449K +$73.9K +1,000 +20%
MFG
1234
Merit Financial Group
Georgia
$449K +$447K +6,046 New
WPW
1235
Waldron Private Wealth
Pennsylvania
$448K – – –
GJIC
1236
Gamble Jones Investment Counsel
California
$446K – – –
HPC
1237
HM Payson & Co
Maine
$439K +$90.4K +1,222 +26%
TH
1238
TCTC Holdings
Texas
$436K – – –
LFR
1239
Lehman Financial Resources
Pennsylvania
$436K +$77.6K +1,050 +22%
ST
1240
Smithfield Trust
Pennsylvania
$433K +$33.4K +452 +8%
CB
1241
CNB Bank
Pennsylvania
$433K +$430K +5,818 New
SLF
1242
Sun Life Financial
Ontario, Canada
$432K -$1.05M -14,241 -71%
QAM
1243
QCI Asset Management
New York
$432K +$29.1K +394 +7%
MIH
1244
Meitav Investment House
Israel
$432K +$425K +5,750 New
SSP
1245
Sapphire Star Partners
Washington
$424K – – –
PFS
1246
Prospera Financial Services
Texas
$423K -$181K -2,451 -30%
SP
1247
Successful Portfolios
Florida
$422K +$420K +5,673 New
IWA
1248
Intercontinental Wealth Advisors
Texas
$418K +$3.7K +50 +0.9%
CA
1249
Clearstead Advisors
Ohio
$416K -$14.3K -193 -3%
TFO
1250
Tarbox Family Office
California
$416K +$61.2K +827 +17%
48 49
50
51 52