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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1401
Whitener Capital Management
North Carolina
$239K – – –
PC
1402
Periscope Capital
Ontario, Canada
$236K -$75.4K -1,220 -22%
AC
1403
Abbrea Capital
California
$231K +$35.5K +575 +15%
CPA
1404
Cardiff Park Advisors
California
$231K +$267K +4,326 New
GWM
1405
Gitterman Wealth Management
New Jersey
$230K -$151K -2,442 -36%
AA
1406
Apriem Advisors
California
$230K -$61.5K -996 -19%
GI
1407
GS Investments
Minnesota
$230K – – –
GWM
1408
Gray Wealth Management
Maine
$230K +$38.5K +624 +17%
GC
1409
Gilbert & Cook
Iowa
$229K +$13.9K +225 +6%
LAM
1410
L2 Asset Management
Massachusetts
$229K +$43.9K +710 +20%
KJHP
1411
K.J. Harrison & Partners
Ontario, Canada
$228K -$124K -2,000 -32%
WFPG
1412
Waller Financial Planning Group
Ohio
$228K -$17.3K -280 -6%
LI
1413
Lafayette Investments
Maryland
$228K – – –
CSA
1414
Cottage Street Advisors
Massachusetts
$228K +$62 +1 +0%
VWA
1415
V Wealth Advisors
Kansas
$228K +$55.2K +894 +26%
PNC
1416
Park National Corp
Ohio
$227K +$803 +13 +0.3%
VFA
1417
Voya Financial Advisors
Connecticut
$227K +$28.4K +460 +13%
MWA
1418
Meridian Wealth Advisors
Texas
$226K -$4.63K -75 -2%
SAI
1419
Systematic Alpha Investments
New Jersey
$226K – – –
FIM
1420
Freedom Investment Management
Connecticut
$223K -$821K -13,296 -76%
RFN
1421
RDA Financial Network
Iowa
$223K -$147K -2,380 -36%
BMC
1422
Beaton Management Company
Massachusetts
$222K – – –
BFC
1423
Blue Fin Capital
Rhode Island
$222K – – –
FZCM
1424
Flynn Zito Capital Management
New York
$222K +$26.6K +430 +12%
TS
1425
Tamar Securities
California
$221K -$6M -97,203 -96%
55 56
57
58 59