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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
651
Perigon Wealth Management
California
$1.88M +$559K +12,632 +53%
IAS
652
Insigneo Advisory Services
Florida
$1.88M +$2.7K +61 +0.2%
SW
653
Solidarity Wealth
Utah
$1.88M -$1.08M -24,406 -40%
BIC
654
Beach Investment Counsel
Pennsylvania
$1.85M -$478K -10,800 -23%
HI
655
Horizon Investments
North Carolina
$1.83M -$78.3K -1,768 -5%
FTDI
656
First Trust Direct Indexing
Massachusetts
$1.82M +$348K +7,867 +29%
CFD
657
Creative Financial Designs
Indiana
$1.81M +$22.1K +500 +1%
SCA
658
Stonebridge Capital Advisors
Minnesota
$1.8M -$23.4K -529 -1%
AM
659
AGF Management
Ontario, Canada
$1.79M +$459K +10,360 +42%
UCFA
660
United Capital Financial Advisors
Texas
$1.79M -$430K -9,722 -22%
MMA
661
Miracle Mile Advisors
California
$1.76M -$635K -14,344 -30%
AIS
662
AM Investment Strategies
Tennessee
$1.74M +$52.2K +1,178 +4%
WSCM
663
Wellington Shields Capital Management
New York
$1.73M +$1.39M +31,379 +1,422%
KA
664
Kovack Advisors
Florida
$1.72M +$754K +17,023 +103%
SLI
665
Sumitomo Life Insurance
Japan
$1.72M -$75.6K -1,708 -5%
SAM
666
Selway Asset Management
$1.7M – – –
SW
667
SVB Wealth
Massachusetts
$1.7M +$155K +3,512 +12%
B
668
Birchbrook
Maine
$1.7M +$1.46M +32,964 New
KWA
669
Kingswood Wealth Advisors
California
$1.69M +$1.46M +32,870 New
HWM
670
HB Wealth Management
Georgia
$1.68M +$742K +16,759 +105%
BOSSRA
671
B.O.S.S. Retirement Advisors
Utah
$1.66M +$16.1K +363 +1%
UB
672
UMB Bank
Missouri
$1.66M -$541K -12,219 -27%
PA
673
Profund Advisors
Maryland
$1.65M +$306K +6,908 +27%
LNWWM
674
Laird Norton Wetherby Wealth Management
California
$1.65M +$234K +5,285 +20%
DEA
675
DoubleLine ETF Adviser
Florida
$1.65M +$104K +2,339 +8%
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