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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
LF
1851
Lighthouse Financial
Florida
$303K +$38.4K +337 +14%
VEM
1852
Vann Equity Management
Texas
$303K +$304K +2,671 New
ACM
1853
Arcataur Capital Management
Wisconsin
$302K – – –
CT
1854
Caldwell Trust
Florida
$301K +$12.6K +111 +4%
CAC
1855
Core Alternative Capital
Georgia
$301K +$38.3K +336 +14%
AA
1856
Apriem Advisors
California
$301K +$41.2K +362 +16%
PUI
1857
Purpose Unlimited Inc
$301K +$302K +2,653 New
SC
1858
Sepio Capital
Utah
$301K +$302K +2,651 New
RF
1859
Rossby Financial
Florida
$300K +$165K +1,450 +126%
CFO
1860
Custos Family Office
Texas
$300K +$12.1K +106 +4%
GAA
1861
Global Assets Advisory
Florida
$300K +$28.2K +248 +10%
GBT
1862
Grove Bank & Trust
Florida
$300K +$3.42K +30 +1%
ACA
1863
Anchor Capital Advisors
Massachusetts
$299K -$18.8K -165 -6%
PWM
1864
Prentice Wealth Management
New York
$299K -$26.6K -234 -8%
HWP
1865
Hibernia Wealth Partners
Louisiana
$299K +$67.5K +593 +29%
HB
1866
Horizon Bancorp
Indiana
$299K +$10.5K +92 +4%
DAM
1867
Directional Asset Management
Illinois
$299K +$1.14K +10 +0.4%
AIM
1868
Acropolis Investment Management
Missouri
$298K – – –
CPWM
1869
Cypress Point Wealth Management
Texas
$298K +$299K +2,627 New
AAMC
1870
Asset Allocation & Management Company
Illinois
$296K – – –
AM
1871
AGF Management
Ontario, Canada
$296K – – –
CCA
1872
Cora Capital Advisors
New Jersey
$296K +$8.88K +78 +3%
RIM
1873
RW Investment Management
Idaho
$296K +$297K +2,607 New
RWS
1874
Resolute Wealth Strategies
Mississippi
$295K +$342 +3 +0.1%
HEM
1875
Henson-Edgewater Management
Ohio
$295K +$25.9K +227 +10%