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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
726
Laird Norton Wetherby Wealth Management
California
$3.2M +$2.72M +37,602 New
SIA
727
Schear Investment Advisers
Ohio
$3.19M +$70.3K +972 +3%
WAS
728
Winch Advisory Services
Wisconsin
$3.18M +$16.3K +225 +0.6%
NW
729
Naviter Wealth
Arkansas
$3.18M +$49.5K +685 +2%
GIP
730
Granite Investment Partners
California
$3.17M +$435K +6,018 +19%
USCWA
731
U.S. Capital Wealth Advisors
Texas
$3.16M +$136K +1,886 +5%
LWA
732
Lineweaver Wealth Advisors
Ohio
$3.15M +$201K +2,783 +8%
MCP
733
Mirador Capital Partners
California
$3.12M +$395K +5,462 +18%
CastleKeep Investment Advisors
734
CastleKeep Investment Advisors
Connecticut
$3.1M -$156K -2,165 -6%
BAM
735
Belpointe Asset Management
Nevada
$3.09M +$174K +2,410 +7%
WT
736
Whittier Trust
California
$3.07M -$162K -2,238 -6%
First Manhattan
737
First Manhattan
New York
$3.07M +$1.51M +20,895 +138%
DA
738
DCF Advisers
Connecticut
$3.06M -$108K -1,500 -4%
PWCM
739
Processus Wealth & Capital Management
Tennessee
$3.06M +$2.6K +36 +0.1%
UCFA
740
United Capital Financial Advisors
Texas
$3.05M -$112K -1,551 -4%
SCM
741
Sterling Capital Management
North Carolina
$3.05M +$1.44M +19,989 +126%
4WM
742
44 Wealth Management
Oregon
$3.04M -$65.6K -908 -2%
AF
743
AGP Franklin
Tennessee
$3.03M +$32.7K +452 +1%
PIM
744
Penobscot Investment Management
Massachusetts
$3.01M
ICA
745
Infrastructure Capital Advisors
New York
$2.98M +$214K +2,967 +9%
BEC
746
Blue Edge Capital
Virginia
$2.97M -$50.6K -700 -2%
TPW
747
Talon Private Wealth
Florida
$2.95M +$238K +3,295 +10%
CFG
748
Cooper Financial Group
California
$2.95M -$117K -1,625 -4%
WIA
749
Wetzel Investment Advisors
Indiana
$2.94M +$114K +1,575 +5%
OIA
750
OneDigital Investment Advisors
Kansas
$2.94M +$5.2K +72 +0.2%