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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
651
B. Riley Wealth Advisors
Florida
$2.49M +$550K +9,884 +20%
SIC
652
Salem Investment Counselors
North Carolina
$2.48M -$139K -2,504 -6%
SCA
653
Sippican Capital Advisors
Massachusetts
$2.45M -$25.8K -464 -1%
HAS
654
HBW Advisory Services
California
$2.45M – – –
CII
655
Capital International Inc
California
$2.44M -$60.4K -1,086 -3%
FTDI
656
First Trust Direct Indexing
Massachusetts
$2.42M +$163K +2,922 +8%
SW
657
Solidarity Wealth
Utah
$2.41M +$88.1K +1,584 +4%
FBFS
658
First Business Financial Services
Wisconsin
$2.4M +$34.3K +617 +2%
PWCM
659
Processus Wealth & Capital Management
Tennessee
$2.4M +$370K +6,641 +21%
HCPC
660
Hamilton Capital Partners (Canada)
$2.4M +$2.11M +37,878 New
CRM
661
Cramer Rosenthal McGlynn
Connecticut
$2.39M +$2.1M +37,758 New
RSWM
662
Robertson Stephens Wealth Management
California
$2.38M +$465K +8,358 +29%
APM
663
Advanced Portfolio Management
New York
$2.37M +$2.09M +37,502 New
CFD
664
Creative Financial Designs
Indiana
$2.36M +$118K +2,123 +6%
MOS
665
MGO One Seven
Ohio
$2.35M +$818K +14,693 +66%
WAS
666
Winch Advisory Services
Wisconsin
$2.35M +$5.12K +92 +0.2%
SAM
667
Stansberry Asset Management
Texas
$2.34M -$31K -557 -1%
ITC
668
Inspire Trust Company
Nevada
$2.34M +$966K +17,358 +88%
IIM
669
Ironwood Investment Management
Massachusetts
$2.31M +$959K +17,225 +89%
HI
670
Horizon Investments
North Carolina
$2.31M +$53.3K +957 +3%
1IA
671
1834 Investment Advisors
Wisconsin
$2.3M +$1.12M +20,080 +123%
LNWWM
672
Laird Norton Wetherby Wealth Management
California
$2.29M +$232K +4,165 +13%
LOAMS
673
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.29M +$2.01M +36,138 New
SGCA
674
Steel Grove Capital Advisors
Tennessee
$2.28M -$77.2K -1,388 -4%
HWM
675
HB Wealth Management
Georgia
$2.28M +$187K +3,353 +10%
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