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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
1476
First Heartland Consultants
Missouri
$320K +$343K +4,502 New
GI
1477
GS Investments
Minnesota
$319K – – –
AAB
1478
ABN AMRO Bank
Netherlands
$319K -$24.8K -325 -7%
PP
1479
Pingora Partners
Wyoming
$319K -$22.9K -300 -6%
ORC
1480
O'Rourke & Company
Massachusetts
$319K +$381 +5 +0.1%
BIAS
1481
Beacon Investment Advisory Services
New Jersey
$319K +$37.6K +493 +12%
OR
1482
Olympiad Research
Connecticut
$317K +$341K +4,472 New
CWS
1483
Confluence Wealth Services
Pennsylvania
$315K -$22.3K -293 -6%
TFO
1484
Tarbox Family Office
California
$315K -$1.68K -22 -0.5%
AFT
1485
Alpha Family Trust
California
$314K +$101K +1,330 +43%
ML
1486
McAdam LLC
Pennsylvania
$314K +$54.8K +719 +19%
KTC
1487
Kentucky Trust Company
Kentucky
$314K – – –
KMWM
1488
Keudell/Morrison Wealth Management
Oregon
$314K -$3.35K -44 -1%
BTWM
1489
Brass Tax Wealth Management
Ohio
$313K -$2.52K -33 -0.7%
TW
1490
TritonPoint Wealth
Maryland
$312K +$113K +1,483 +51%
NC
1491
Napatree Capital
Rhode Island
$312K +$45.5K +597 +16%
CHJWM
1492
Carlton Hofferkamp & Jenks Wealth Management
Texas
$311K – – –
EWM
1493
Evercore Wealth Management
New York
$311K -$21.7K -285 -6%
VFA
1494
Voya Financial Advisors
Connecticut
$310K -$34.9K -458 -9%
BFA
1495
Beaumont Financial Advisors
Massachusetts
$310K +$45.5K +597 +16%
BTI
1496
Blue Trust Inc
Georgia
$308K +$24.4K +320 +8%
BWCS
1497
Beirne Wealth Consulting Services
Connecticut
$308K +$331K +4,339 New
PG
1498
Patten Group
Tennessee
$308K +$103K +1,353 +45%
EW
1499
Evoke Wealth
California
$307K +$85.1K +1,116 +35%
GAA
1500
Global Assets Advisory
Florida
$307K +$363K +4,756 New
58 59
60
61 62