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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
MCIA
651
Mountain Capital Investment Advisors
Colorado
$1.66M -$486K -10,376 -23%
WAS
652
Winch Advisory Services
Wisconsin
$1.65M +$39.7K +847 +2%
QCM
653
Qsemble Capital Management
New York
$1.64M +$1.67M +35,700 New
SLI
654
Sumitomo Life Insurance
Japan
$1.64M -$142K -3,038 -8%
CAAS
655
Capital Asset Advisory Services
Michigan
$1.63M +$65.9K +1,407 +4%
Carson Wealth (CWM LLC)
656
Carson Wealth (CWM LLC)
Nebraska
$1.63M +$345K +7,357 +26%
FTDI
657
First Trust Direct Indexing
Massachusetts
$1.62M -$22.3K -477 -1%
PFO
658
Pathstone Family Office
New Jersey
$1.61M -$52.6K -1,123 -3%
SW
659
Solidarity Wealth
Utah
$1.61M +$153K +3,260 +10%
AM
660
AGF Management
Ontario, Canada
$1.6M +$1.63M +34,856 New
IAS
661
IMA Advisory Services
Colorado
$1.6M +$80.5K +1,718 +5%
Jones Financial Companies
662
Jones Financial Companies
Missouri
$1.6M -$193K -4,121 -11%
SWS
663
SYSTM Wealth Solutions
Illinois
$1.58M -$5.11K -109 -0.3%
IAS
664
Insigneo Advisory Services
Florida
$1.58M +$3.57M +76,198 +386%
BW
665
Bison Wealth
Georgia
$1.56M +$323K +6,890 +25%
MAS
666
Meeder Advisory Services
Ohio
$1.55M +$125K +2,669 +9%
CS
667
Comerica Securities
Michigan
$1.55M -$1.26M -26,940 -44%
QIM
668
Quantitative Investment Management
Virginia
$1.54M +$1.57M +33,555 New
WCM
669
Wisconsin Capital Management
Wisconsin
$1.53M -$773K -16,500 -33%
ASA
670
Armstrong Shaw Associates
Connecticut
$1.52M -$141K -3,016 -8%
CT
671
Chicago Trust
Illinois
$1.52M -$245K -5,223 -14%
SXL
672
Summit X LLC
Missouri
$1.49M +$244K +5,217 +19%
RIA
673
Regal Investment Advisors
Michigan
$1.49M -$56.9K -1,215 -4%
AG
674
Ascent Group
Virginia
$1.48M +$1.07M +22,819 +228%
MIH
675
Meitav Investment House
Israel
$1.47M +$324K +6,925 +28%