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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1301
Ipswich Investment Management
Massachusetts
$217K +$204K +2,984 New
EF
1302
Empirical Finance
Pennsylvania
$215K +$202K +2,952 New
BP
1303
BBR Partners
New York
$214K +$201K +2,946 New
AWMG
1304
Alliance Wealth Management Group
New Jersey
$212K +$197K +2,892 New
BFO
1305
Boston Family Office
Massachusetts
$211K +$198K +2,900 New
SICM
1306
Sustainable Insight Capital Management
New York
$204K +$191K +2,800 New
RCM
1307
RB Capital Management
Nevada
$202K +$190K +2,779 New
FCAG
1308
First Capital Advisors Group
New Jersey
$201K +$188K +2,757 New
HFM
1309
Harvest Fund Management
China
$200K +$122K +1,794 +189%
PG
1310
Patten Group
Tennessee
$197K +$13.7K +200 +8%
SC
1311
SRB Corp
Massachusetts
$194K -$20.8K -305 -10%
PFBT
1312
Parkside Financial Bank & Trust
Missouri
$193K – – –
PCM
1313
Prelude Capital Management
New York
$188K +$176K +2,579 New
CWM
1314
Cedar Wealth Management
California
$185K -$11.3K -166 -6%
JCM
1315
Jacobi Capital Management
Pennsylvania
$184K -$546 -8 -0.3%
TWA
1316
TCI Wealth Advisors
Arizona
$183K -$1.5K -22 -0.9%
SRCM
1317
Swift Run Capital Management
Virginia
$182K – – –
NCM
1318
Nelson Capital Management
California
$175K -$11.9K -175 -7%
ED
1319
Exane Derivatives
France
$171K -$184K -2,699 -53%
JWA
1320
JFS Wealth Advisors
Pennsylvania
$170K -$2.05K -30 -1%
FFC
1321
First Financial Corp
Indiana
$163K – – –
AIM
1322
Advantage Investment Management
Iowa
$153K -$4.23K -62 -3%
MCM
1323
Manchester Capital Management
Vermont
$148K +$33.3K +488 +32%
SIAS
1324
Shine Investment Advisory Services
Colorado
$142K +$7.03K +103 +6%
BDWM
1325
Brewin Dolphin Wealth Management
Ireland
$142K +$133K +1,950 New
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