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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CDH
1301
Charles D. Hyman
$331K -$12.9K -193 -4%
AP
1302
Atwood & Palmer
Missouri
$331K +$22.2K +333 +8%
CI
1303
CX Institutional
Indiana
$330K +$50.4K +755 +20%
TBNY
1304
Trustco Bank (New York)
New York
$329K -$13.4K -200 -4%
KP
1305
Keel Point
Alabama
$328K -$468K -7,017 -61%
FRM
1306
Fox Run Management
Connecticut
$328K +$301K +4,504 New
AFM
1307
Abbot Financial Management
Massachusetts
$327K – – –
CBT
1308
CoreFirst Bank & Trust
Kansas
$327K – – –
GWM
1309
Gitterman Wealth Management
New Jersey
$327K +$300K +4,493 New
CP
1310
Camelot Portfolios
Ohio
$326K -$482K -7,227 -62%
CWP
1311
CFM Wealth Partners
Texas
$326K -$68.4K -1,025 -19%
PNC
1312
Park National Corp
Ohio
$326K -$10K -150 -3%
RI
1313
Ridgewood Investments
New Jersey
$322K +$295K +4,421 New
HCM
1314
Hodges Capital Management
Texas
$321K -$30.4K -455 -9%
ST
1315
Smithfield Trust
Pennsylvania
$321K – – –
EWM
1316
Endurance Wealth Management
Rhode Island
$321K +$10K +150 +4%
XSC
1317
X-Square Capital
Puerto Rico
$321K +$57.5K +862 +24%
GEA
1318
Glen Eagle Advisors
New Jersey
$321K +$868 +13 +0.3%
EWM
1319
EPG Wealth Management
Georgia
$319K +$74K +1,108 +34%
LIM
1320
Leavell Investment Management
Alabama
$319K +$293K +4,391 New
AWM
1321
AllSquare Wealth Management
New York
$318K +$107K +1,600 +58%
CGH
1322
CMG Global Holdings
Texas
$318K +$292K +4,376 New
ZB
1323
Zions Bancorporation
Utah
$317K -$4.81K -72 -2%
TFS
1324
TrustCore Financial Services
Tennessee
$316K +$31.2K +468 +12%
CSA
1325
Cottage Street Advisors
Massachusetts
$315K +$67 +1 +0%
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