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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1251
Montgomery Investment Management
Maryland
$283K -$1.39K -22 -0.4%
FA
1252
Fortis Advisors
Pennsylvania
$283K – – –
GPA
1253
Garrison Point Advisors
California
$282K +$343K +5,420 New
BPWA
1254
Beacon Pointe Wealth Advisors
California
$279K +$338K +5,335 New
BB
1255
Bell Bank
North Dakota
$278K -$17.2K -271 -5%
TMAM
1256
Tokio Marine Asset Management
Japan
$276K +$47.3K +747 +16%
RCM
1257
RB Capital Management
Nevada
$271K +$65K +1,026 +25%
SYBT
1258
Stock Yards Bank & Trust
Kentucky
$270K +$6.65K +105 +2%
SCG
1259
Sonata Capital Group
Washington
$269K -$183K -2,890 -36%
BO
1260
BRR OpCo
Ohio
$269K +$36.2K +571 +12%
GLA
1261
Good Life Advisors
Pennsylvania
$267K -$6.21K -98 -2%
GVAG
1262
Great Valley Advisor Group
Delaware
$266K +$327K +5,159 New
AAP
1263
Arax Advisory Partners
Colorado
$265K -$14.8K -233 -4%
FMC
1264
First Merchants Corp
Indiana
$263K -$359K -5,665 -53%
LIC
1265
Lodestar Investment Counsel
Illinois
$262K -$63.3K -1,000 -17%
PWPS
1266
Pinnacle Wealth Planning Services
Ohio
$261K -$27.7K -438 -8%
SC
1267
Sovarnum Capital
New York
$260K -$5.07M -80,000 -94%
BA
1268
Birinyi Associates
Connecticut
$260K -$237K -3,750 -43%
HA
1269
Harbor Advisors
Florida
$260K – – –
PGWM
1270
Parisi Gray Wealth Management
New Jersey
$260K – – –
IWP
1271
Icon Wealth Partners
Texas
$259K -$136K -2,154 -30%
MWP
1272
MYCIO Wealth Partners
Pennsylvania
$258K -$12.9K -203 -4%
LBD
1273
Landsberg Bennett & Dubbaneh
Florida
$258K +$313K +4,947 New
SVWA
1274
Sound View Wealth Advisors
Georgia
$258K +$313K +4,949 New
CAM
1275
Claret Asset Management
Quebec, Canada
$257K – – –
49 50
51
52 53