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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1501
Tacita Capital
Ontario, Canada
$112K – – –
PMFA
1502
Plante Moran Financial Advisors
Michigan
$111K -$25.4K -343 -18%
FMP
1503
Financial Management Professionals
Texas
$109K -$1.78K -24 -2%
WB
1504
Webster Bank
Connecticut
$108K – – –
WPA
1505
West Paces Advisors
Georgia
$107K +$6.21K +84 +6%
PFSC
1506
Peoples Financial Services Corp
Pennsylvania
$105K +$37K +500 +51%
O
1507
Ossiam
France
$103K -$9.96M -134,672 -99%
BCM
1508
Barometer Capital Management
Ontario, Canada
$101K -$3.02M -40,795 -97%
MGIM
1509
M&G Investment Management
United Kingdom
$99.7K +$24.3M +328,491 +31%
CWA
1510
Clearview Wealth Advisors
Oregon
$99K +$444 +6 +0.4%
AW
1511
Avion Wealth
Texas
$95K +$666 +9 +0.7%
IF
1512
Ironwood Financial
Arizona
$94K – – –
IFAM
1513
Institutional & Family Asset Management
Colorado
$91K -$48.5K -656 -34%
GWS
1514
Glassman Wealth Services
Virginia
$91K +$12.1K +164 +15%
RFA
1515
Reilly Financial Advisors
California
$90K -$11.3K -153 -11%
BWM
1516
Baystate Wealth Management
Massachusetts
$90K +$2.44K +33 +3%
GI
1517
Gradient Investments
Minnesota
$89K -$10.9K -147 -10%
SAM
1518
S.A. Mason
Michigan
$89K – – –
SQA
1519
Simon Quick Advisors
New Jersey
$89K +$37K +500 +66%
MA
1520
MCF Advisors
Kentucky
$89K +$92.9K +1,255 New
JWA
1521
JFS Wealth Advisors
Pennsylvania
$88K -$5.84K -79 -6%
MSFP
1522
Mark Sheptoff Financial Planning
Connecticut
$88K +$18.5K +250 +25%
DAM
1523
Delta Asset Management
Tennessee
$86K -$22.2K -300 -20%
AA
1524
Addison Advisors
Vermont
$85K +$89.2K +1,205 New
FCA
1525
FinTrust Capital Advisors
South Carolina
$83K -$15K -203 -15%
59 60
61
62 63