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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1501
Orrstown Financial Services
Pennsylvania
$594K -$10K -88 -2%
JFGIW
1502
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$593K -$2.85K -25 -0.5%
CCM
1503
CFO Capital Management
Connecticut
$590K +$9.45K +83 +2%
TVPW
1504
Third View Private Wealth
Connecticut
$589K +$127K +1,116 +27%
NB
1505
NBT Bank
New York
$588K -$47.7K -419 -7%
TP
1506
Tranquility Partners
Tennessee
$587K – – –
PIA
1507
Perennial Investment Advisors
California
$587K +$31.5K +277 +6%
ACG
1508
Allen Capital Group
Nebraska
$586K +$54.3K +477 +10%
MAM
1509
MMA Asset Management
Pennsylvania
$585K +$215K +1,885 +58%
VIS
1510
Vega Investment Solutions
France
$583K +$474K +4,160 +424%
BPAMU
1511
BTG Pactual Asset Management US
New York
$581K +$10.8K +95 +2%
BCWM
1512
Bartlett & Co Wealth Management
Ohio
$578K -$16.3K -143 -3%
OWA
1513
Opal Wealth Advisors
New York
$578K -$14.6K -128 -2%
MHR
1514
Matthew Hamilton Rosenberg
$577K -$7.74K -68 -1%
HA
1515
Huntleigh Advisors
Missouri
$576K +$353K +3,101 +157%
FC
1516
FORA Capital
Florida
$576K -$7.87M -69,081 -93%
RI
1517
Ridgewood Investments
New Jersey
$576K +$578K +5,075 New
CC
1518
Cornerstone Capital
California
$572K +$575K +5,045 New
MAMU
1519
Myriad Asset Management US
Florida
$572K +$51.8K +455 +10%
BWA
1520
Basecamp Wealth Advisors
Washington
$569K – – –
VC
1521
Vicus Capital
Pennsylvania
$569K +$13.6K +119 +2%
SWA
1522
Sightline Wealth Advisors
Connecticut
$568K +$2.5K +22 +0.4%
HA
1523
Harbor Advisors
Florida
$567K – – –
AP
1524
Anchyra Partners
Georgia
$567K +$27.4K +241 +5%
OL
1525
OneFund LLC
Florida
$566K -$64.9K -570 -10%
59 60
61
62 63