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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
ESB
1301
Essex Savings Bank
Connecticut
$297K +$30K +486 +10%
CCM
1302
Crabel Capital Management
California
$296K +$343K +5,545 New
DP
1303
DDD Partners
Washington
$295K – – –
ATC
1304
Adirondack Trust Company
New York
$294K +$177K +2,866 +109%
IF
1305
Integrity Financial
Wyoming
$293K – – –
JWM
1306
Jeppson Wealth Management
California
$292K +$1.61K +26 +0.5%
CWP
1307
CFM Wealth Partners
Texas
$290K +$43.2K +700 +15%
CIA
1308
Caerus Investment Advisors
Texas
$290K +$359K +5,809 New
SWM
1309
Shelton Wealth Management
Texas
$288K -$10K -162 -3%
CF
1310
Cantor Fitzgerald
New York
$288K +$334K +5,400 New
SWP
1311
Strategic Wealth Partners
Ohio
$287K -$108K -1,747 -25%
FLI
1312
Family Legacy Inc
South Carolina
$287K +$12.6K +204 +4%
TA
1313
Tiedemann Advisors
New York
$285K -$120K -1,938 -27%
MG
1314
Mather Group
Illinois
$285K -$28.2K -457 -8%
KAM
1315
Knightsbridge Asset Management
California
$285K +$2.66K +43 +0.8%
MWM
1316
Modera Wealth Management
New Jersey
$283K -$737K -11,924 -69%
LDFR
1317
Lehman & Derafelo Financial Resources
Pennsylvania
$283K +$124 +2 +0%
XSC
1318
X-Square Capital
Puerto Rico
$283K +$11.9K +193 +4%
FB
1319
First Bancorp
Maine
$283K +$22.2K +360 +7%
EIP
1320
Ellis Investment Partners
Pennsylvania
$283K +$272K +4,401 +489%
GWCM
1321
Godshalk Welsh Capital Management
Pennsylvania
$282K – – –
BBHC
1322
Brown Brothers Harriman & Co
New York
$282K +$56K +907 +21%
OIM
1323
Orca Investment Management
Oregon
$281K +$927 +15 +0.3%
IFS
1324
Ifrah Financial Services
Arkansas
$280K +$1.48K +24 +0.5%
CG
1325
Caprock Group
Idaho
$279K -$326K -5,285 -50%