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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CHP
1901
Cable Hill Partners
Oregon
– -$287K -4,080 Closed
ICA
1902
Infrastructure Capital Advisors
New York
– -$286K -4,000 Closed
TCM
1903
Tuttle Capital Management
Connecticut
– -$278K -3,966 Closed
BW
1904
Bison Wealth
Georgia
– -$277K -3,944 Closed
SFWA
1905
Summit Financial Wealth Advisors
Louisiana
– -$274K -3,900 Closed
PFC
1906
Phocas Financial Corp
California
– -$271K -3,857 Closed
NGA
1907
Naples Global Advisors
Florida
– -$264K -3,766 Closed
WGAM
1908
Wilkinson Global Asset Management
New York
– -$264K -3,765 Closed
SC
1909
Sepio Capital
Utah
– -$264K -3,755 Closed
BIP
1910
Blueprint Investment Partners
North Carolina
– -$254K -3,622 Closed
PFWA
1911
Paces Ferry Wealth Advisors
Georgia
– -$254K -3,619 Closed
BBA
1912
BLB&B Advisors
Pennsylvania
– -$253K -3,598 Closed
PA
1913
Procyon Advisors
Connecticut
– -$251K -3,583 Closed
CCFM
1914
Clear Creek Financial Management
Washington
– -$249K -3,544 Closed
LFA
1915
Landmark Financial Advisors
Kentucky
– -$256K -3,523 Closed
RFMS
1916
RWQ Financial Management Services
Florida
– -$232K -3,300 Closed
RPWA
1917
Regent Peak Wealth Advisors
Georgia
– -$231K -3,285 Closed
RWA
1918
Ropes Wealth Advisors
Massachusetts
– -$229K -3,270 Closed
WAG
1919
Winthrop Advisory Group
Massachusetts
– -$229K -3,266 Closed
BHC
1920
Bowen Hanes & Co
Florida
– -$226K -3,220 Closed
NJBEST
1921
New Jersey Better Educational Savings Trust
New Jersey
– -$225K -3,211 Closed
SWM
1922
Stockman Wealth Management
Montana
– -$225K -3,205 Closed
LDB
1923
Lee, Danner & Bass
Tennessee
– -$223K -3,175 Closed
SICM
1924
Sustainable Insight Capital Management
New York
– -$223K -3,171 Closed
GRP
1925
Global Retirement Partners
California
– -$222K -3,161 Closed
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77
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