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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
MSR
1376
Main Street Research
Connecticut
$407K – – –
IA
1377
IFG Advisors
Missouri
$406K – – –
CPA
1378
Capital Performance Advisors
California
$405K +$435K +5,705 New
PIA
1379
Perennial Investment Advisors
California
$404K +$2.44K +32 +0.6%
KIM
1380
Kestra Investment Management
Texas
$403K +$238K +3,125 +122%
GCM
1381
Gables Capital Management
Florida
$403K – – –
PWM
1382
Palacios Wealth Management
Florida
$403K -$11.1K -145 -2%
NCM
1383
Novare Capital Management
North Carolina
$401K +$431K +5,651 New
VAG
1384
VisionPoint Advisory Group
Texas
$396K +$36.8K +483 +9%
AWA
1385
Alta Wealth Advisors
Massachusetts
$396K +$426K +5,581 New
SIC
1386
SJS Investment Consulting
Ohio
$395K +$2.9K +38 +0.7%
BCM
1387
Becker Capital Management
Oregon
$395K -$24.8K -325 -6%
EFG
1388
Ethos Financial Group
Pennsylvania
$393K +$5.79K +76 +1%
QC
1389
Quent Capital
New York
$393K -$12.3K -161 -3%
PWPS
1390
Pinnacle Wealth Planning Services
Ohio
$393K +$32.3K +424 +8%
LBC
1391
Leigh Baldwin & Co
New York
$392K +$6.48K +85 +2%
JIC
1392
Joel Isaacson & Co
New York
$392K +$146K +1,912 +53%
TFCP
1393
Twin Focus Capital Partners
Massachusetts
$391K – – –
VCM
1394
Versant Capital Management
Arizona
$389K +$240K +3,144 +134%
MW
1395
Marcum Wealth
Ohio
$389K +$30.7K +403 +8%
GIA
1396
Gateway Investment Advisers
Ohio
$388K -$21.7K -284 -5%
SWM
1397
Silverlake Wealth Management
Vermont
$388K -$126K -1,654 -23%
CMF
1398
Counterpoint Mutual Funds
California
$388K +$416K +5,459 New
RPSA
1399
Richard P. Slaughter Associates
Texas
$387K -$2.33M -30,570 -85%
CA
1400
Calton & Associates
Florida
$386K +$60.8K +798 +17%
54 55
56
57 58