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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
BWCS
1626
Beirne Wealth Consulting Services
Connecticut
$617K – – –
BCA
1627
Bay Capital Advisors
Virginia
$612K – – –
BW
1628
Blalock Williams
Alabama
$607K +$50.5K +388 +10%
IDA
1629
Intelligence Driven Advisers
California
$607K +$147K +1,126 +35%
EWM
1630
Evercore Wealth Management
New York
$606K -$6.25K -48 -1%
WSCM
1631
Wellington Shields Capital Management
New York
$606K +$1.04K +8 +0.2%
SIA
1632
Sage Investment Advisers
New York
$604K – – –
CWP
1633
CFM Wealth Partners
Texas
$604K -$39.1K -300 -7%
AIC
1634
Archer Investment Corporation
Indiana
$602K +$130 +1 +0%
TS
1635
Tamar Securities
California
$601K +$51.4K +395 +10%
KTC
1636
Kentucky Trust Company
Kentucky
$601K -$3.65K -28 -0.6%
HVP
1637
Hudson Value Partners
Florida
$600K +$558K +4,285 New
TR
1638
Tepp RIA
New Jersey
$599K -$19.5K -150 -3%
BWM
1639
Baron Wealth Management
Michigan
$596K +$6.77K +52 +1%
EWS
1640
Evergreen Wealth Solutions
Pennsylvania
$595K +$96.9K +744 +21%
BA
1641
Bluesphere Advisors
Pennsylvania
$593K +$10.2K +78 +2%
SAI
1642
Systematic Alpha Investments
New Jersey
$593K – – –
WPW
1643
Waldron Private Wealth
Pennsylvania
$591K -$1.56K -12 -0.3%
EP
1644
Essential Partners
California
$590K -$2.38M -18,313 -81%
ABC
1645
Associated Banc-Corp
Wisconsin
$588K -$1.3K -10 -0.2%
RBC
1646
Roble Belko & Company
Pennsylvania
$588K -$260 -2 -0%
PFGIA
1647
Patriot Financial Group Insurance Agency
Massachusetts
$588K -$518K -3,979 -49%
SR
1648
Swiss Re
Switzerland
$587K +$481K +3,693 +739%
GA
1649
Goldstein Advisors
Wisconsin
$586K +$178K +1,371 +49%
TBT
1650
Texas Bank & Trust
Texas
$584K +$208K +1,601 +62%
64 65
66
67 68