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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1501
CFO Capital Management
Connecticut
$590K +$9.45K +83 +2%
TVPW
1502
Third View Private Wealth
Connecticut
$589K +$127K +1,116 +27%
NB
1503
NBT Bank
New York
$588K -$47.7K -419 -7%
TP
1504
Tranquility Partners
Tennessee
$587K – – –
PIA
1505
Perennial Investment Advisors
California
$587K +$31.5K +277 +6%
ACG
1506
Allen Capital Group
Nebraska
$586K +$54.3K +477 +10%
MAM
1507
MMA Asset Management
Pennsylvania
$585K +$215K +1,885 +58%
VIS
1508
Vega Investment Solutions
France
$583K +$474K +4,160 +424%
BPAMU
1509
BTG Pactual Asset Management US
New York
$581K +$10.8K +95 +2%
BCWM
1510
Bartlett & Co Wealth Management
Ohio
$578K -$16.3K -143 -3%
OWA
1511
Opal Wealth Advisors
New York
$578K -$14.6K -128 -2%
MHR
1512
Matthew Hamilton Rosenberg
$577K -$7.74K -68 -1%
HA
1513
Huntleigh Advisors
Missouri
$576K +$353K +3,101 +157%
FC
1514
FORA Capital
Florida
$576K -$7.87M -69,081 -93%
RI
1515
Ridgewood Investments
New Jersey
$576K +$578K +5,075 New
CC
1516
Cornerstone Capital
California
$572K +$575K +5,045 New
MAMU
1517
Myriad Asset Management US
Florida
$572K +$51.8K +455 +10%
BWA
1518
Basecamp Wealth Advisors
Washington
$569K – – –
VC
1519
Vicus Capital
Pennsylvania
$569K +$13.6K +119 +2%
SWA
1520
Sightline Wealth Advisors
Connecticut
$568K +$2.5K +22 +0.4%
HA
1521
Harbor Advisors
Florida
$567K – – –
AP
1522
Anchyra Partners
Georgia
$567K +$27.4K +241 +5%
OL
1523
OneFund LLC
Florida
$566K -$64.9K -570 -10%
ASC
1524
Atalanta Sosnoff Capital
New York
$565K -$1.72M -15,120 -75%
CCFM
1525
Clear Creek Financial Management
Washington
$564K +$23.6K +207 +4%
59 60
61
62 63