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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
601
Shell Asset Management
Netherlands
$3.59M -$120K -1,716 -3%
BTWM
602
Baker Tilly Wealth Management
Wisconsin
$3.55M +$84.4K +1,207 +2%
VFA
603
Valeo Financial Advisors
Indiana
$3.54M +$526K +7,530 +18%
V
604
Veritable
Delaware
$3.54M -$42.5K -608 -1%
PP
605
Prudential plc
United Kingdom
$3.53M +$135K +1,931 +4%
GFI
606
Global Frontier Investments
South Carolina
$3.51M – – –
KWM
607
Kingsview Wealth Management
Oregon
$3.5M +$517K +7,392 +17%
SFI
608
Siemens Fonds Invest
Germany
$3.5M +$137K +1,965 +4%
LFAS
609
Level Four Advisory Services
Texas
$3.49M -$169K -2,423 -5%
1WM
610
1900 Wealth Management
Texas
$3.49M +$3.47M +49,673 New
PFM
611
Premier Fund Managers
United Kingdom
$3.48M +$306K +4,378 +10%
BRWA
612
B. Riley Wealth Advisors
Florida
$3.45M +$91.8K +1,313 +3%
SSB
613
Sandy Spring Bank
Maryland
$3.43M +$53K +758 +2%
TPCW
614
TD Private Client Wealth
New York
$3.43M -$90.1K -1,289 -3%
FLPIM
615
F.L. Putnam Investment Management
Massachusetts
$3.43M +$3.04M +43,435 +800%
PCM
616
Parsons Capital Management
Rhode Island
$3.37M +$26.9K +385 +0.8%
CAC
617
Cowen and Company
New York
$3.35M -$1.61M -22,962 -32%
TF
618
TIAA FSB
Florida
$3.35M -$6.22K -89 -0.2%
GWMIA
619
Global Wealth Management Investment Advisory
Florida
$3.35M +$176K +2,512 +6%
ANTB
620
AMG National Trust Bank
Colorado
$3.34M +$2.92M +41,771 +714%
SG Americas Securities
621
SG Americas Securities
New York
$3.34M -$9.93M -142,037 -75%
TC
622
TownSquare Capital
Utah
$3.32M +$683K +9,776 +26%
WS
623
Wedbush Securities
California
$3.32M -$119K -1,708 -3%
HIM
624
Hotaling Investment Management
Pennsylvania
$3.32M +$54.1K +774 +2%
LM
625
Lincluden Management
Ontario, Canada
$3.31M +$453K +6,482 +16%