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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
1351
Beaton Management Company
Massachusetts
$243K – – –
CCM
1352
Check Capital Management
California
$243K – – –
COI
1353
Capital One Investing
Virginia
$243K +$242K +3,895 New
MCP
1354
Mirador Capital Partners
California
$242K -$51.3K -826 -18%
CF
1355
Corrigan Financial
Rhode Island
$241K +$241K +3,878 New
G
1356
GenTrust
Florida
$241K -$217K -3,500 -47%
AC
1357
Abbrea Capital
California
$238K +$237K +3,818 New
VDI
1358
Vaughan David Investments
Illinois
$238K +$238K +3,833 New
AWM
1359
Alterna Wealth Management
Texas
$237K -$2.97M -47,893 -93%
MC
1360
Miles Capital
Iowa
$237K +$236K +3,808 New
RBFC
1361
Roman Butler Fullerton & Co
Missouri
$235K +$235K +3,778 New
GLA
1362
Good Life Advisors
Pennsylvania
$234K -$86.1K -1,386 -27%
HTC
1363
Haverford Trust Company
Pennsylvania
$234K +$233K +3,756 New
PWLP
1364
Prio Wealth Limited Partnership
Massachusetts
$234K +$234K +3,765 New
BCM
1365
Breiter Capital Management
Florida
$231K +$212K +3,416 New
BW
1366
Bison Wealth
Georgia
$231K +$231K +3,716 New
HR
1367
Hayden Royal
North Carolina
$230K -$239K -3,844 -51%
CWS
1368
Cypress Wealth Services
California
$230K +$230K +3,699 New
GP
1369
Girard Partners
Pennsylvania
$230K +$230K +3,703 New
RFN
1370
RDA Financial Network
Iowa
$229K +$211K +3,402 New
VRM
1371
Vectors Research Management
New York
$228K +$114K +1,835 +100%
EWM
1372
Empirical Wealth Management
Washington
$228K +$227K +3,659 New
EHWM
1373
Eads & Heald Wealth Management
Georgia
$228K +$228K +3,672 New
HC
1374
HNP Capital
New York
$228K +$228K +3,672 New
FHC
1375
First Heartland Consultants
Missouri
$227K +$227K +3,649 New
53 54
55
56 57