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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
1926
Insight Wealth Partners
Texas
$349K +$324K +2,491 New
WMA
1927
West Michigan Advisors
Michigan
$348K -$2.73K -21 -0.8%
BBI
1928
Baxter Bros Inc
Connecticut
$348K – – –
NPT
1929
Nixon Peabody Trust
Massachusetts
$348K +$50.1K +385 +18%
VCM
1930
Virtue Capital Management
Tennessee
$346K +$1.17K +9 +0.4%
WAM
1931
Walker Asset Management
Missouri
$346K +$2.99K +23 +0.9%
LOWM
1932
Laurel Oak Wealth Management
New Jersey
$346K -$9.89K -76 -3%
OC
1933
Oakworth Capital
Alabama
$344K -$73.7K -566 -19%
NFG
1934
Nations Financial Group
Iowa
$344K -$60.5K -465 -16%
BFC
1935
Bedel Financial Consulting
Indiana
$344K – – –
DBRC
1936
D.B. Root & Company
Pennsylvania
$342K +$6.64K +51 +2%
GIM
1937
Goelzer Investment Management
Indiana
$341K -$5.6K -43 -2%
AP
1938
Advisortrust Partners
North Carolina
$341K +$911 +7 +0.3%
PCIG
1939
Partners Capital Investment Group
Massachusetts
$340K – – –
PUI
1940
Purpose Unlimited Inc
$339K -$31.1K -239 -9%
SCI
1941
Silver Coast Investments
United States
$338K +$315K +2,417 New
FNB
1942
Farmers National Bank
Kentucky
$337K -$1.3K -10 -0.4%
PT
1943
Plimoth Trust
Massachusetts
$337K – – –
PB
1944
Prosperity Bancshares
Texas
$337K +$16.3K +125 +5%
RDWM
1945
Red Door Wealth Management
Tennessee
$337K +$61.6K +473 +24%
HPC
1946
HM Payson & Co
Maine
$336K +$130 +1 +0%
IAG
1947
Investmark Advisory Group
Connecticut
$336K +$1.56K +12 +0.5%
FOA
1948
Five Oceans Advisors
California
$335K +$260 +2 +0.1%
MCC
1949
Money Concepts Capital
Florida
$335K -$43K -330 -12%
IA
1950
IFG Advisory
Georgia
$333K +$310K +2,382 New
76 77
78
79 80