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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1326
Caldwell Trust
Florida
$181K +$35K +748 +23%
CM
1327
Castleark Management
Illinois
$177K – – –
HI
1328
Harbour Investments
Wisconsin
$177K -$70.5K -1,506 -28%
HIIFS
1329
Harel Insurance Investments & Financial Services
Israel
$173K -$225K -4,800 -56%
AIM
1330
Anchor Investment Management
South Carolina
$172K -$73.7K -1,574 -30%
VNA
1331
Valley National Advisers
Pennsylvania
$171K +$1.26K +27 +0.7%
ORAM
1332
One River Asset Management
Connecticut
$169K -$249K -5,315 -59%
KFI
1333
Key Financial Inc
Pennsylvania
$168K +$4.12K +88 +2%
TH
1334
TCTC Holdings
Texas
$164K – – –
TCOV
1335
Trust Company of Vermont
Vermont
$163K -$88.3K -1,886 -35%
CTC
1336
Central Trust Company
Missouri
$162K -$17.5K -374 -10%
NFSG
1337
Newbridge Financial Services Group
Florida
$158K -$11.8K -252 -7%
GBT
1338
Grove Bank & Trust
Florida
$156K +$10.3K +220 +7%
SFCL
1339
Strengthening Families & Communities LLC
Massachusetts
$155K +$158K +3,365 New
LFASL
1340
Lugano Financial Advisors SA (LFA)
Switzerland
$154K +$65.6K +1,400 +72%
GCM
1341
Gables Capital Management
Florida
$150K -$6.28K -134 -4%
BWAM
1342
Boyd Watterson Asset Management
Ohio
$150K – – –
BBHC
1343
Brown Brothers Harriman & Co
New York
$147K -$1.16M -24,806 -89%
WPWM
1344
Western Pacific Wealth Management
Illinois
$144K – – –
LWCFA
1345
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$140K +$8.06K +172 +6%
HDIM
1346
Hanson & Doremus Investment Management
Vermont
$136K – – –
BEI
1347
Benjamin Edwards Inc
Missouri
$134K -$1.87K -40 -1%
SCM
1348
Silvant Capital Management
Georgia
$134K – – –
CSB
1349
City State Bank
Iowa
$132K +$47.5K +1,015 +55%
GM
1350
GeoWealth Management
Illinois
$127K -$749 -16 -0.6%
52 53
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