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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1376
Capital Bank & Trust
California
$231K -$35.1K -497 -13%
FCAG
1377
First Capital Advisors Group
New Jersey
$231K – – –
SFWA
1378
Summit Financial Wealth Advisors
Louisiana
$228K -$159K -2,256 -41%
MWM
1379
Mission Wealth Management
California
$228K -$7.92K -112 -3%
WAS
1380
WESPAC Advisors SoCal
California
$227K -$68.9K -975 -23%
SIG
1381
Schaller Investment Group
North Carolina
$227K – – –
FNT
1382
First Nebraska Trust
Nebraska
$227K -$14.8K -210 -6%
HCA
1383
Harbour Capital Advisors
Virginia
$225K -$35.4K -500 -14%
OC
1384
Oakworth Capital
Alabama
$223K -$218K -3,088 -50%
PV
1385
Private Vista
Illinois
$222K +$848 +12 +0.4%
GAM
1386
Griffin Asset Management
New York
$221K +$217K +3,074 New
MWM
1387
Modera Wealth Management
New Jersey
$220K -$5.8K -82 -3%
GP
1388
Girard Partners
Pennsylvania
$219K -$286K -4,043 -57%
SFM
1389
Signature Financial Management
Virginia
$219K – – –
RCAG
1390
Rehmann Capital Advisory Group
Michigan
$218K +$17.1K +242 +9%
CCG
1391
Chatham Capital Group
Georgia
$218K – – –
CA
1392
Callahan Advisors
Texas
$216K – – –
CWM
1393
Connecticut Wealth Management
Connecticut
$216K +$212K +2,998 New
SLA
1394
Silver Lake Advisory
Utah
$216K +$212K +3,005 New
UIA
1395
UBP Investment Advisors
Switzerland
$215K +$212K +3,000 New
BCM
1396
Breiter Capital Management
Florida
$214K -$24.7K -350 -11%
LDB
1397
Lee, Danner & Bass
Tennessee
$213K +$210K +2,967 New
FCI
1398
Financial Counselors Inc
Kansas
$209K -$6.43K -91 -3%
CWS
1399
Cypress Wealth Services
California
$209K +$206K +2,914 New
CPIG
1400
Chicago Partners Investment Group
Illinois
$208K +$49.6K +702 +28%
54 55
56
57 58