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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1701
Copia Wealth Management
Oregon
$192K -$3.81K -50 -2%
CM
1702
Capula Management
Cayman Islands
$190K +$204K +2,673 New
AF
1703
Atala Financial
California
$186K – – –
HPC
1704
HM Payson & Co
Maine
$183K +$5.34K +70 +3%
GTAM
1705
Global Trust Asset Management
Florida
$183K +$142K +1,866 +263%
AIM
1706
Anchor Investment Management
South Carolina
$182K +$76 +1 +0%
MCM
1707
MV Capital Management
Maryland
$174K -$10.1K -133 -5%
PB
1708
Pinnacle Bancorp
Nebraska
$173K -$36.7K -481 -16%
MSG
1709
Main Street Group
Virginia
$173K +$79.1K +1,038 +74%
CBT
1710
Crews Bank & Trust
Florida
$171K -$5.49K -72 -3%
DJSG
1711
D.J. St. Germain
Massachusetts
$167K +$36K +472 +25%
MWA
1712
Medallion Wealth Advisors
Connecticut
$166K +$39K +511 +28%
CW
1713
Cooksen Wealth
Texas
$165K +$198K +2,602 New
AA
1714
Ancora Advisors
Ohio
$163K +$74.7K +979 +75%
SOW
1715
State of Wyoming
Wyoming
$159K +$13.6K +178 +9%
AA
1716
Addison Advisors
Vermont
$156K +$15.7K +206 +10%
NC
1717
North Capital
Utah
$153K +$164K +2,151 New
CSPIA
1718
Cary Street Partners Investment Advisory
Virginia
$152K +$30K +394 +22%
RFS
1719
Richardson Financial Services
Massachusetts
$152K -$1.52K -20 -0.9%
MTC
1720
Matrix Trust Company
Colorado
$150K +$57.8K +758 +56%
CCA
1721
Catalyst Capital Advisors
New York
$150K -$5.41K -71 -3%
PWAM
1722
Private Wealth Asset Management
Iowa
$146K +$157K +2,055 New
CSB
1723
City State Bank
Iowa
$145K – – –
TFIPS
1724
Towarzystwo Funduszy Inwestycyjnych PZU SA
$142K – – –
CT
1725
Clearstead Trust
Maine
$139K +$5.18K +68 +4%
67 68
69
70 71