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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
676
Focused Wealth Management
New York
$2.59M +$19.5K +264 +0.7%
CAS
677
Cascadia Advisory Services
Oregon
$2.59M +$213K +2,877 +9%
AAS
678
Avantax Advisory Services
Texas
$2.58M +$317K +4,282 +13%
CI
679
Capital International
California
$2.57M +$21.3K +288 +0.8%
DMBA
680
Deseret Mutual Benefit Administrators
Utah
$2.57M +$2.69M +36,309 New
BAS
681
Brown Advisory Securities
Maryland
$2.57M +$55K +743 +2%
TC
682
TownSquare Capital
Utah
$2.56M +$280K +3,786 +11%
WAS
683
Winch Advisory Services
Wisconsin
$2.56M +$121K +1,634 +5%
CLOS
684
Compagnie Lombard Odier SCmA
Switzerland
$2.54M -$6.36K -86 -0.2%
VMPIC
685
Varma Mutual Pension Insurance Co
Finland
$2.52M
RCIM
686
Red Cedar Investment Management
Michigan
$2.5M +$433K +5,859 +20%
ERM
687
Elm Ridge Management
New York
$2.49M +$514K +6,941 +25%
CAM
688
Cresset Asset Management
Illinois
$2.49M +$1.56M +21,142 +151%
CAM
689
Carret Asset Management
New York
$2.49M -$55.5K -750 -2%
CNC
690
Canandaigua National Corp
New York
$2.48M -$39.4K -533 -1%
ACM
691
Ascendant Capital Management
California
$2.48M +$333K +4,500 +15%
BP
692
BBR Partners
New York
$2.46M -$120K -1,619 -4%
MFM
693
MD Financial Management
Ontario, Canada
$2.44M +$2.55M +34,519 New
RIA
694
Regal Investment Advisors
Michigan
$2.44M +$2.55M +34,506 New
IA
695
IndexIQ Advisors
New York
$2.44M +$80.1K +1,083 +3%
HFS
696
Hantz Financial Services
Michigan
$2.44M +$202K +2,735 +9%
WOC
697
West Oak Capital
California
$2.42M +$73.2K +990 +3%
CCM
698
Chilton Capital Management
Texas
$2.41M -$186K -2,512 -7%
MCM
699
Murphy Capital Management
New Jersey
$2.41M +$96.2K +1,300 +4%
OIS
700
Okabena Investment Services
Minnesota
$2.41M -$353K -4,777 -12%