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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
LDFR
1226
Lehman & Derafelo Financial Resources
Pennsylvania
$215K +$36.9K +550 +12%
BCM
1227
Breiter Capital Management
Florida
$215K +$342K +5,100 New
C
1228
Certuity
Florida
$214K -$28.2K -420 -8%
WQ
1229
Wealth Quarterback
New Jersey
$214K -$1.27M -18,890 -81%
NB
1230
Nicolet Bankshares
Wisconsin
$212K -$181K -2,694 -35%
PPP
1231
Private Portfolio Partners
New Jersey
$212K -$31.3K -467 -9%
HA
1232
Harbor Advisors
Florida
$211K – – –
NAS
1233
Nicolet Advisory Services
Wisconsin
$211K +$65.3K +973 +24%
PC
1234
PA Capital
Virginia
$211K +$336K +5,000 New
KMWM
1235
Keudell/Morrison Wealth Management
Oregon
$210K +$23.6K +351 +8%
SCG
1236
Sonata Capital Group
Washington
$209K – – –
BCM
1237
Bienville Capital Management
New York
$209K +$333K +4,960 New
SBSB
1238
Sullivan, Bruyette, Speros & Blaney
Virginia
$208K -$109K -1,629 -25%
TFO
1239
Tarbox Family Office
California
$208K +$7.52K +112 +2%
CPIG
1240
Chicago Partners Investment Group
Illinois
$208K +$63.5K +946 +26%
JCM
1241
Jacobi Capital Management
Pennsylvania
$207K +$29.5K +439 +10%
EI
1242
Ellevest Inc
New York
$207K +$324K +4,834 +5,824%
EP
1243
Edgestream Partners
New Jersey
$207K +$331K +4,925 New
FHC
1244
First Heartland Consultants
Missouri
$205K +$142K +2,120 +77%
VIP
1245
Vantage Investment Partners
Missouri
$204K +$7.38K +110 +2%
BIM
1246
Beach Investment Management
Pennsylvania
$203K -$582K -8,672 -64%
AFAS
1247
Acorn Financial Advisory Services
Virginia
$202K -$5.37K -80 -2%
FCA
1248
FLC Capital Advisors
California
$202K +$21.5K +320 +7%
FA
1249
Faithward Advisors
Pennsylvania
$201K -$604 -9 -0.2%
CA
1250
Calton & Associates
Florida
$200K -$395K -5,881 -55%
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