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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
FMT
1301
First Mercantile Trust
Tennessee
$251K +$125K +1,980 +69%
ST
1302
Smithfield Trust
Pennsylvania
$250K -$23.6K -373 -7%
BFPW
1303
BOK Financial Private Wealth
Colorado
$250K +$304K +4,800 New
SBSB
1304
Sullivan, Bruyette, Speros & Blaney
Virginia
$248K -$20.4K -322 -6%
WAG
1305
Winthrop Advisory Group
Massachusetts
$247K -$46.7K -738 -13%
AFM
1306
Abbot Financial Management
Massachusetts
$247K -$5.13K -81 -2%
LSA
1307
L & S Advisors
California
$246K -$8.16M -128,814 -96%
LC
1308
LCNB Corp
Ohio
$246K +$46K +726 +18%
MCP
1309
Mirador Capital Partners
California
$245K +$6.71K +106 +2%
EF
1310
Empirical Finance
Pennsylvania
$244K -$34.9K -551 -11%
OGC
1311
Oak Grove Capital
New Hampshire
$241K -$31.7K -500 -10%
SAM
1312
SP Asset Management
California
$241K -$6.96K -110 -2%
CB
1313
Cadence Bank
Mississippi
$238K +$17.9K +283 +7%
MFW
1314
Meristem Family Wealth
Minnesota
$236K -$380 -6 -0.1%
NAM
1315
NTV Asset Management
West Virginia
$235K -$2.09K -33 -0.7%
GI
1316
GS Investments
Minnesota
$234K – – –
AC
1317
Almitas Capital
California
$234K +$285K +4,500 New
PCA
1318
Personal Capital Advisors
California
$233K +$49.6K +784 +21%
CIC
1319
Chilton Investment Company
Connecticut
$232K -$91.5M -1,444,725 -100%
MA
1320
Mutual Advisors
Nebraska
$232K +$3.55K +56 +1%
CC
1321
Cedar Capital
Illinois
$231K -$7.09K -112 -2%
BWM
1322
BT Wealth Management
Georgia
$228K +$231K +3,653 New
USGIU
1323
U.S. Global Investors (USGI)
Texas
$228K +$277K +4,375 New
CWM
1324
Circle Wealth Management
New Jersey
$225K – – –
CFA
1325
Clarfeld Financial Advisors
New York
$225K +$273K +4,306 New
51 52
53
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