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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
1701
Greenup Street Wealth Management
Michigan
$285K +$266K +2,808 New
HIA
1702
Harbor Investment Advisory
Maryland
$284K +$5.12K +54 +2%
WHG
1703
Westwood Holdings Group
Texas
$283K +$1.61K +17 +0.6%
FWP
1704
FAS Wealth Partners
Kansas
$282K +$2.28K +24 +0.9%
OHWP
1705
Oak Harbor Wealth Partners
North Carolina
$281K -$28.5K -300 -10%
FC
1706
Fairscale Capital
New Hampshire
$280K – – –
SP
1707
Stonebrook Private
Michigan
$280K +$6.36K +67 +2%
FFG
1708
Frisch Financial Group
New York
$280K -$190 -2 -0.1%
NSB
1709
Norway Savings Bank
Maine
$279K -$9.49K -100 -4%
OC
1710
Oakworth Capital
Alabama
$277K – – –
SWMP
1711
Signature Wealth Management Partners
New Jersey
$277K +$2.85K +30 +1%
PAA
1712
Peregrine Asset Advisers
Oregon
$277K +$3.04K +32 +1%
RCM
1713
Raleigh Capital Management
North Carolina
$276K -$18.4K -194 -7%
CSPIA
1714
Cary Street Partners Investment Advisory
Virginia
$276K +$11K +116 +4%
DCM
1715
DGS Capital Management
New Jersey
$275K +$257K +2,710 New
SP
1716
Successful Portfolios
Florida
$275K -$20.8K -219 -7%
GCM
1717
Gallacher Capital Management
Colorado
$274K -$795K -8,379 -76%
CM
1718
Capula Management
Cayman Islands
$273K +$256K +2,694 New
NCFG
1719
New Century Financial Group
New Jersey
$273K -$2.09M -21,986 -89%
TBT
1720
Texas Bank & Trust
Texas
$273K -$290K -3,060 -53%
WAL
1721
W Advisors LLC
Tennessee
$273K +$7.02K +74 +3%
MAM
1722
McLean Asset Management
Virginia
$271K -$5.12K -54 -2%
EL
1723
EWA LLC
Pennsylvania
$271K +$16.5K +174 +7%
TBNY
1724
Trustco Bank (New York)
New York
$271K – – –
JIP
1725
Jaffetilchin Investment Partners
Florida
$271K +$253K +2,666 New
67 68
69
70 71