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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
PG
1301
Patten Group
Tennessee
$197K +$13.7K +200 +8%
SC
1302
SRB Corp
Massachusetts
$194K -$20.8K -305 -10%
PFBT
1303
Parkside Financial Bank & Trust
Missouri
$193K – – –
PCM
1304
Prelude Capital Management
New York
$188K +$176K +2,579 New
CWM
1305
Cedar Wealth Management
California
$185K -$11.3K -166 -6%
JCM
1306
Jacobi Capital Management
Pennsylvania
$184K -$546 -8 -0.3%
TWA
1307
TCI Wealth Advisors
Arizona
$183K -$1.5K -22 -0.9%
SRCM
1308
Swift Run Capital Management
Virginia
$182K – – –
NCM
1309
Nelson Capital Management
California
$175K -$11.9K -175 -7%
ED
1310
Exane Derivatives
France
$171K -$184K -2,699 -53%
JWA
1311
JFS Wealth Advisors
Pennsylvania
$170K -$2.05K -30 -1%
FFC
1312
First Financial Corp
Indiana
$163K – – –
AIM
1313
Advantage Investment Management
Iowa
$153K -$4.23K -62 -3%
MCM
1314
Manchester Capital Management
Vermont
$148K +$33.3K +488 +32%
SIAS
1315
Shine Investment Advisory Services
Colorado
$142K +$7.03K +103 +6%
BDWM
1316
Brewin Dolphin Wealth Management
Ireland
$142K +$133K +1,950 New
JWM
1317
Jacobus Wealth Management
Wisconsin
$138K – – –
BL
1318
Balentine LLC
Georgia
$137K +$18.4K +270 +17%
AF
1319
Arrow Financial
New York
$136K -$2.46K -36 -2%
SSB
1320
Sandy Spring Bank
Maryland
$135K -$54.5K -798 -30%
DBT
1321
Dubuque Bank & Trust
Iowa
$133K +$17.1K +250 +16%
RFA
1322
Reilly Financial Advisors
California
$130K -$36.7K -538 -23%
CCS
1323
Crosspoint Capital Strategies
California
$128K – – –
CHP
1324
Cable Hill Partners
Oregon
$128K +$10.2K +150 +9%
CAW
1325
Cornerstone Advisors (Washington)
Washington
$125K – – –
51 52
53
54 55