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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
IAS
601
IMA Advisory Services
Colorado
$2.65M +$685K +11,085 +29%
PF
602
Phoenix Financial
Israel
$2.65M -$338K -5,476 -10%
SFI
603
Siemens Fonds Invest
Germany
$2.64M -$15.9K -258 -0.5%
PPWP
604
Proquility Private Wealth Partners
Nevada
$2.64M +$367K +5,938 +12%
IAIM
605
International Assets Investment Management
Florida
$2.64M +$183K +2,959 +6%
CK
606
Cohen Klingenstein
New York
$2.63M
IA
607
IFP Advisors
Florida
$2.6M +$2.62M +42,439 +587%
SIA
608
Soltis Investment Advisors
Utah
$2.59M +$1.04M +16,821 +53%
PGFC
609
Peapack-Gladstone Financial Corp
New Jersey
$2.58M -$449K -7,266 -13%
GCM
610
Gladius Capital Management
Illinois
$2.58M +$2.83M +45,741 +1,849%
KS
611
Karpas Strategies
Connecticut
$2.57M +$149K +2,414 +5%
LPIC
612
LeJeune Puetz Investment Counsel
Michigan
$2.57M +$156K +2,525 +6%
WJWM
613
Williams Jones Wealth Management
New York
$2.53M +$205K +3,313 +8%
WG
614
Winton Group
United Kingdom
$2.53M -$2.5M -40,409 -46%
Vanguard Personalized Indexing Management
615
Vanguard Personalized Indexing Management
California
$2.53M +$907K +14,690 +45%
CIBC Private Wealth Group
616
CIBC Private Wealth Group
Georgia
$2.53M -$1.85M -30,005 -39%
V
617
Veritable
Delaware
$2.51M +$102K +1,658 +4%
SCA
618
Snowden Capital Advisors
New York
$2.5M +$1.32M +21,399 +84%
ST
619
Sentinel Trust
Texas
$2.5M +$2.2M +35,570 +317%
AAS
620
Avantax Advisory Services
Texas
$2.49M +$326K +5,284 +13%
ECM
621
Everence Capital Management
Indiana
$2.47M -$618 -10 -0%
MNBTD
622
Moody National Bank Trust Division
Texas
$2.47M -$341K -5,521 -11%
LM
623
Lincluden Management
Ontario, Canada
$2.46M -$30.3K -490 -1%
PTCG
624
Pring Turner Capital Group
California
$2.45M +$128K +2,073 +5%
SCM
625
SOL Capital Management
Maryland
$2.45M -$498K -8,065 -15%