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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1626
Prentice Wealth Management
New York
– -$228K -4,948 Closed
TC
1627
Telemus Capital
Michigan
– -$228K -4,944 Closed
PCIG
1628
Partners Capital Investment Group
Massachusetts
– -$226K -4,905 Closed
FFA
1629
First Foundation Advisors
California
– -$226K -4,901 Closed
DLHL
1630
Donald L. Hagan LLC
Florida
– -$225K -4,882 Closed
ESB
1631
Essex Savings Bank
Connecticut
– -$224K -4,871 Closed
ONST
1632
Old North State Trust
North Carolina
– -$223K -4,844 Closed
FM
1633
Foster & Motley
Ohio
– -$222K -4,827 Closed
V
1634
VeraBank
Texas
– -$221K -4,790 Closed
LF
1635
Lantz Financial
Illinois
– -$218K -4,735 Closed
LCS
1636
Levin Capital Strategies
New York
– -$217K -4,715 Closed
EHC
1637
Everett Harris & Co
California
– -$217K -4,711 Closed
SL
1638
Summitry LLC
California
– -$216K -4,701 Closed
FAIM
1639
Financial Advocates Investment Management
Washington
– -$216K -4,682 Closed
KFGK
1640
Keystone Financial Group (Kentucky)
Kentucky
– -$214K -4,643 Closed
SWA
1641
Sightline Wealth Advisors
Connecticut
– -$216K -4,606 Closed
AFT
1642
Alpha Family Trust
California
– -$210K -4,560 Closed
MA
1643
MONECO Advisors
Connecticut
– -$208K -4,509 Closed
AAB
1644
ABN AMRO Bank
Netherlands
– -$207K -4,501 Closed
AC
1645
Almitas Capital
California
– -$214K -4,500 Closed
GWCM
1646
Godshalk Welsh Capital Management
Pennsylvania
– -$207K -4,500 Closed
TFO
1647
Tarbox Family Office
California
– -$206K -4,469 Closed
AWM
1648
Accel Wealth Management
Iowa
– -$204K -4,421 Closed
WFPG
1649
Waller Financial Planning Group
Ohio
– -$203K -4,415 Closed
SP
1650
Successful Portfolios
Florida
– -$203K -4,406 Closed
64 65
66
67 68