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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1376
Princeton Capital Management
New Jersey
$236K – – –
SWM
1377
Segment Wealth Management
Texas
$234K +$230K +3,259 New
PAA
1378
Peregrine Asset Advisers
Oregon
$232K -$12.8K -181 -5%
F
1379
Filament
Washington
$232K +$229K +3,245 New
CBT
1380
Capital Bank & Trust
California
$231K -$35.1K -497 -13%
FCAG
1381
First Capital Advisors Group
New Jersey
$231K – – –
SFWA
1382
Summit Financial Wealth Advisors
Louisiana
$228K -$159K -2,256 -41%
MWM
1383
Mission Wealth Management
California
$228K -$7.92K -112 -3%
WAS
1384
WESPAC Advisors SoCal
California
$227K -$68.9K -975 -23%
SIG
1385
Schaller Investment Group
North Carolina
$227K – – –
FNT
1386
First Nebraska Trust
Nebraska
$227K -$14.8K -210 -6%
HCA
1387
Harbour Capital Advisors
Virginia
$225K -$35.4K -500 -14%
OC
1388
Oakworth Capital
Alabama
$223K -$218K -3,088 -50%
PV
1389
Private Vista
Illinois
$222K +$848 +12 +0.4%
GAM
1390
Griffin Asset Management
New York
$221K +$217K +3,074 New
MWM
1391
Modera Wealth Management
New Jersey
$220K -$5.8K -82 -3%
GP
1392
Girard Partners
Pennsylvania
$219K -$286K -4,043 -57%
SFM
1393
Signature Financial Management
Virginia
$219K – – –
RCAG
1394
Rehmann Capital Advisory Group
Michigan
$218K +$17.1K +242 +9%
CCG
1395
Chatham Capital Group
Georgia
$218K – – –
CA
1396
Callahan Advisors
Texas
$216K – – –
CWM
1397
Connecticut Wealth Management
Connecticut
$216K +$212K +2,998 New
SLA
1398
Silver Lake Advisory
Utah
$216K +$212K +3,005 New
UIA
1399
UBP Investment Advisors
Switzerland
$215K +$212K +3,000 New
BCM
1400
Breiter Capital Management
Florida
$214K -$24.7K -350 -11%
54 55
56
57 58