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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
WPP
1301
Whalerock Point Partners
Rhode Island
$315K – – –
DAC
1302
Dividend Assets Capital
South Carolina
$311K -$221K -3,125 -42%
CWM
1303
Circle Wealth Management
New Jersey
$311K -$29.1K -411 -9%
AAM
1304
Aureus Asset Management
Massachusetts
$311K -$13.6K -192 -4%
CGL
1305
Clarius Group LLC
Washington
$310K +$305K +4,318 New
1WA
1306
180 Wealth Advisors
Washington
$309K -$34.1K -483 -10%
CB
1307
Cadence Bank
Mississippi
$308K -$8.06K -114 -3%
11A
1308
10-15 Associates
New York
$307K -$20.7K -293 -6%
CCA
1309
Cobblestone Capital Advisors
New York
$307K +$81.3K +1,150 +37%
WWMSC
1310
Wagner Wealth Management (South Carolina)
South Carolina
$305K +$90.3K +1,277 +43%
BMC
1311
Beaton Management Company
Massachusetts
$302K – – –
GEA
1312
Glen Eagle Advisors
New Jersey
$300K – – –
RCM
1313
RB Capital Management
Nevada
$300K +$17.8K +252 +6%
HCA
1314
Heck Capital Advisors
Wisconsin
$300K -$17.4K -246 -6%
BCA
1315
Berman Capital Advisors
Georgia
$299K +$5.87K +83 +2%
ACM
1316
AlphaStar Capital Management
North Carolina
$298K -$63.7K -901 -18%
BHC
1317
Bowen Hanes & Co
Florida
$296K – – –
JCM
1318
Jacobi Capital Management
Pennsylvania
$295K +$21.5K +304 +8%
LCM
1319
Logan Capital Management
Pennsylvania
$291K – – –
CPA
1320
Court Place Advisors
Maryland
$289K +$990 +14 +0.3%
LFA
1321
Landmark Financial Advisors
Kentucky
$288K – – –
LC
1322
LCNB Corp
Ohio
$287K +$17.7K +250 +7%
IWC
1323
Integrated Wealth Concepts
Massachusetts
$287K +$55.7K +788 +25%
KWM
1324
Kingsview Wealth Management
Oregon
$283K +$278K +3,938 New
NCM
1325
Northside Capital Management
Oregon
$282K – – –
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