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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1501
CKW Financial Group
Hawaii
$121K – – –
DSC
1502
Duncker Streett & Co
Missouri
$121K +$22.4K +303 +21%
CI
1503
Cordant Inc
Oregon
$118K -$124K -1,671 -50%
JGIA
1504
Jackson Grant Investment Advisers
Connecticut
$118K +$3.33K +45 +3%
GAM
1505
Gemmer Asset Management
California
$116K -$3.63K -49 -3%
WIM
1506
Westside Investment Management
California
$114K -$37K -500 -5%
FA
1507
Financial Avengers
California
$113K +$740 +10 +0.6%
TC
1508
Tacita Capital
Ontario, Canada
$112K – – –
PMFA
1509
Plante Moran Financial Advisors
Michigan
$111K -$25.4K -343 -18%
FMP
1510
Financial Management Professionals
Texas
$109K -$1.78K -24 -2%
WB
1511
Webster Bank
Connecticut
$108K – – –
WPA
1512
West Paces Advisors
Georgia
$107K +$6.21K +84 +6%
PFSC
1513
Peoples Financial Services Corp
Pennsylvania
$105K +$37K +500 +51%
O
1514
Ossiam
France
$103K -$9.96M -134,672 -99%
BCM
1515
Barometer Capital Management
Ontario, Canada
$101K -$3.02M -40,795 -97%
CWA
1516
Clearview Wealth Advisors
Oregon
$99K +$444 +6 +0.4%
AW
1517
Avion Wealth
Texas
$95K +$666 +9 +0.7%
IF
1518
Ironwood Financial
Arizona
$94K – – –
IFAM
1519
Institutional & Family Asset Management
Colorado
$91K -$48.5K -656 -34%
GWS
1520
Glassman Wealth Services
Virginia
$91K +$12.1K +164 +15%
RFA
1521
Reilly Financial Advisors
California
$90K -$11.3K -153 -11%
BWM
1522
Baystate Wealth Management
Massachusetts
$90K +$2.44K +33 +3%
GI
1523
Gradient Investments
Minnesota
$89K -$10.9K -147 -10%
SAM
1524
S.A. Mason
Michigan
$89K – – –
SQA
1525
Simon Quick Advisors
New Jersey
$89K +$37K +500 +66%
59 60
61
62 63