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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1476
Sutton Wealth Advisors
Florida
$231K -$148 -2 -0.1%
QI
1477
Qtron Investments
Massachusetts
$230K -$61.5K -833 -22%
KL
1478
KWMG LLC
Kansas
$230K +$213K +2,879 New
FBFS
1479
First Business Financial Services
Wisconsin
$230K +$213K +2,883 New
DIM
1480
Delta Investment Management
California
$230K +$213K +2,888 New
MMG
1481
Monetary Management Group
Missouri
$229K +$19.3K +261 +10%
ESB
1482
Essex Savings Bank
Connecticut
$226K +$209K +2,824 New
MA
1483
Montag & Associates
Georgia
$225K -$55.4K -750 -21%
HCM
1484
Highlander Capital Management
New Jersey
$224K -$56.5K -765 -21%
ZB
1485
Zions Bancorporation
Utah
$223K -$14.4K -195 -7%
RTC
1486
Riverview Trust Company
Washington
$223K – – –
PCS
1487
Personal CFO Solutions
New Jersey
$223K +$183K +2,479 New
FMTC
1488
Farmers & Merchants Trust Company
California
$222K +$205K +2,776 New
RWA
1489
River Wealth Advisors
Pennsylvania
$222K +$206K +2,782 New
BWFA
1490
Baltimore-Washington Financial Advisors
Maryland
$222K +$206K +2,785 New
BDWM
1491
Brewin Dolphin Wealth Management
Ireland
$222K – – –
BBA
1492
BLB&B Advisors
Pennsylvania
$221K -$29K -392 -12%
HKAM
1493
Horizon Kinetics Asset Management
New York
$221K +$204K +2,767 New
FHC
1494
First Heartland Consultants
Missouri
$220K +$203K +2,748 New
CWC
1495
Carolinas Wealth Consulting
North Carolina
$220K +$207K +2,800 New
VF
1496
Virtu Financial
New York
$219K -$320K -4,331 -61%
PB
1497
Pinnacle Bancorp
Nebraska
$219K -$54.5K -738 -21%
SW
1498
SkyOak Wealth
Michigan
$219K +$203K +2,743 New
LDB
1499
Lee, Danner & Bass
Tennessee
$217K +$201K +2,717 New
PWLP
1500
Prio Wealth Limited Partnership
Massachusetts
$215K +$199K +2,697 New
58 59
60
61 62