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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
NW
1301
NewEdge Wealth
Pennsylvania
$361K -$94.7K -1,425 -19%
CS
1302
Capital Square
Tennessee
$361K -$76.3K -1,148 -17%
GAM
1303
Grandview Asset Management
Pennsylvania
$361K +$398K +5,980 New
DIM
1304
DC Investments Management
Virginia
$360K +$397K +5,965 New
BCP
1305
Berkeley Capital Partners
Georgia
$358K +$82.6K +1,243 +27%
TWA
1306
TCI Wealth Advisors
Arizona
$357K -$46.7K -702 -11%
PPP
1307
Private Portfolio Partners
New Jersey
$356K +$392K +5,903 New
ECM
1308
Evergreen Capital Management
Washington
$353K -$40.7K -612 -9%
AIA
1309
Angeles Investment Advisors
California
$352K +$31.3K +470 +9%
HPCM
1310
Hunter Perkins Capital Management
Illinois
$351K – – –
LCM
1311
Lewis Capital Management
California
$351K +$387K +5,818 New
MG
1312
Mather Group
Illinois
$350K +$3.33K +50 +0.9%
SW
1313
SlateStone Wealth
Florida
$349K -$27.3K -411 -7%
FLI
1314
Family Legacy Inc
South Carolina
$348K +$45.7K +688 +15%
SFFS
1315
Stonehage Fleming Financial Services
Jersey
$346K – – –
CAM
1316
CenterStar Asset Management
Illinois
$345K – – –
PC
1317
Periscope Capital
Ontario, Canada
$341K +$375K +5,638 New
GAM
1318
Griffin Asset Management
New York
$339K +$121K +1,827 +48%
KP
1319
Keel Point
Alabama
$337K +$77.3K +1,163 +26%
SWM
1320
Shelton Wealth Management
Texas
$336K +$370K +5,563 New
DP
1321
DDD Partners
Washington
$334K +$368K +5,533 New
BDWM
1322
Brewin Dolphin Wealth Management
Ireland
$333K – – –
WG
1323
Welch Group
Alabama
$332K -$598 -9 -0.2%
IWA
1324
Intercontinental Wealth Advisors
Texas
$332K +$41.2K +620 +13%
ACM
1325
Aquatic Capital Management
Illinois
$332K +$366K +5,500 New
51 52
53
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