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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
BMC
2026
Bear Mountain Capital
Washington
$347 +$381 +5 New
GA
2027
GoalVest Advisory
New York
$213 +$229 +3 New
GWMI
2028
Guardian Wealth Management (Illinois)
Illinois
$35 – – –
ACA
2029
American Capital Advisory
Idaho
$24 – – –
Berkshire Hathaway
2030
Berkshire Hathaway
Nebraska
– -$1.03B -14,639,502 Closed
CM
2031
Caption Management
Oklahoma
– -$113M -1,602,800 Closed
FGP
2032
Freestone Grove Partners
California
– -$71.5M -1,016,120 Closed
Point72 Asset Management
2033
Point72 Asset Management
Connecticut
– -$68.6M -900,060 Closed
Alyeska Investment Group
2034
Alyeska Investment Group
Illinois
– -$53M -752,281 Closed
ACL
2035
Azora Capital LP
Florida
– -$49.5M -703,529 Closed
Lord, Abbett & Co
2036
Lord, Abbett & Co
New Jersey
– -$23.1M -328,750 Closed
Twin Tree Management
2037
Twin Tree Management
Texas
– -$22.8M -299,150 Closed
FAM
2038
Fred Alger Management
New York
– -$15.4M -219,331 Closed
6CM
2039
683 Capital Management
New York
– -$14.1M -200,000 Closed
IP
2040
Interval Partners
New York
– -$13M -184,503 Closed
TA
2041
Trivest Advisors
Hong Kong
– -$12.3M -175,000 Closed
ERSOT
2042
Employees Retirement System of Texas
Texas
– -$12.3M -174,780 Closed
PIC
2043
Portland Investment Counsel
Ontario, Canada
– -$11.3M -160,500 Closed
BHWA
2044
Beacon Harbor Wealth Advisors
Virginia
– -$8.15M -115,829 Closed
MSE
2045
MUFG Securities EMEA
United Kingdom
– -$8.16M -107,000 Closed
PCA
2046
Providence Capital Advisors
North Carolina
– -$6.52M -92,629 Closed
WCA
2047
Waratah Capital Advisors
Ontario, Canada
– -$6.42M -91,150 Closed
CPCPP
2048
Canada Post Corporation Pension Plan
Canada
– -$5.51M -78,260 Closed
DFO
2049
Duquesne Family Office
New York
– -$5.11M -72,655 Closed
MMA
2050
Mizuho Markets Americas
New York
– -$5.02M -71,354 Closed