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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
1251
Rehmann Capital Advisory Group
Michigan
$512K -$7.21K -107 -1%
PFGIA
1252
Patriot Financial Group Insurance Agency
Massachusetts
$511K +$27.6K +410 +6%
HCM
1253
Hodges Capital Management
Texas
$508K +$67 +1 +0%
PCM
1254
PAR Capital Management
Massachusetts
$507K +$485K +7,200 New
WSCM
1255
Wellington Shields Capital Management
New York
$507K -$620K -9,202 -56%
BLC
1256
Brown, Lisle/Cummings
Rhode Island
$506K +$81.8K +1,213 +20%
KP
1257
Keel Point
Alabama
$505K -$30.6K -454 -6%
SFG
1258
SevenBridge Financial Group
Pennsylvania
$505K – – –
LAM
1259
L2 Asset Management
Massachusetts
$504K -$27.2K -403 -5%
KFA
1260
Kelleher Financial Advisors
New York
$504K +$12.6K +187 +3%
SFC
1261
SYM Financial Corp
Indiana
$503K +$67K +994 +16%
IF
1262
Integrity Financial
Wyoming
$502K -$65.6K -973 -12%
SWM
1263
Silverlake Wealth Management
Vermont
$501K -$4.85K -72 -1%
BRIA
1264
Balanced Rock Investment Advisors
Massachusetts
$500K -$66.5K -987 -12%
NSIM
1265
North Star Investment Management
Illinois
$498K -$28.8K -428 -6%
CIC
1266
Carnegie Investment Counsel
Ohio
$497K -$9.17K -136 -2%
JSW
1267
Journey Strategic Wealth
New Jersey
$496K -$74.7K -1,108 -14%
WFI
1268
West Family Investments
California
$493K -$5.12K -76 -1%
EP
1269
Elkhorn Partners
Nebraska
$493K -$13.5K -200 -3%
TFA
1270
Transamerica Financial Advisors
Florida
$489K -$8.69K -129 -2%
EWA
1271
Exencial Wealth Advisors
Oklahoma
$489K -$25.2K -374 -5%
SFP
1272
Shepherd Financial Partners
Massachusetts
$486K +$28.6K +424 +7%
HKIM
1273
Hayek Kallen Investment Management
Alabama
$486K -$12.8K -190 -3%
FMB
1274
Field & Main Bank
Kentucky
$485K +$52.2K +775 +13%
BHBT
1275
Burke & Herbert Bank & Trust
Virginia
$483K – – –
49 50
51
52 53