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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
SGAM
1476
Smith Group Asset Management
Texas
$59K -$5.44K -80 -9%
BWP
1477
Baldwin Wealth Partners
Massachusetts
$59K – – –
TIM
1478
Tortoise Investment Management
New York
$58K – – –
HI
1479
Hudock Inc
Pennsylvania
$57K -$7.75K -114 -12%
HCA
1480
Horan Capital Advisors
Ohio
$55K +$54K +794 New
GT
1481
Glenmede Trust
Pennsylvania
$52.6K +$3.1M +45,571 +6%
PW
1482
Price Wealth
Texas
$52K – – –
SIAP
1483
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$52K – – –
TC
1484
Trust Company
Kansas
$52K – – –
BCI
1485
Brinker Capital Investments
Pennsylvania
$49K -$61.2K -900 -56%
SC
1486
Sawyer & Company
Massachusetts
$49K -$1.29K -19 -3%
ST
1487
Sageworth Trust
Pennsylvania
$48K – – –
LWANC
1488
Laurel Wealth Advisors (North Carolina)
North Carolina
$48K +$3.2K +47 +7%
FPFS
1489
First Personal Financial Services
North Carolina
$47K -$6.94K -102 -13%
PHK
1490
Point72 Hong Kong
Hong Kong
$44K +$43.3K +637 New
AA
1491
Advisory Alpha
Michigan
$44K +$44.3K +652 New
LWM
1492
Liberty Wealth Management
California
$43K -$56.3K -827 -57%
CI
1493
CX Institutional
Indiana
$43K +$1.09K +16 +3%
AWM
1494
Avior Wealth Management
Nebraska
$42K +$2.79K +41 +7%
DOA
1495
D'Orazio & Associates
Virginia
$41K -$5.51K -81 -12%
CWM
1496
Cranbrook Wealth Management
Michigan
$41K – – –
THWM
1497
Taylor Hoffman Wealth Management
Virginia
$41K – – –
CQS
1498
Credential Qtrade Securities
$39.5K – – –
LFG
1499
Larson Financial Group
Missouri
$39K -$1.43K -21 -4%
LJHT
1500
Laurie J. Hall Trustee
$39K – – –
58 59
60
61 62