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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
776
Evercore Wealth Management
New York
$2.06M +$43.3K +637 +2%
EGA
777
E&G Advisors
Texas
$2.06M -$102K -1,500 -5%
ASN
778
Advisory Services Network
Georgia
$2.05M
BAM
779
Boyar Asset Management
New York
$2.04M
AIIMS
780
Analyst IMS Investment Management Services
Israel
$2.03M -$24.6K -362 -1%
AP
781
Appleton Partners
Massachusetts
$2.02M -$10.9K -160 -0.5%
H
782
HoyleCohen
California
$2.02M -$7.89K -116 -0.4%
Truist Financial
783
Truist Financial
North Carolina
$2.01M -$150K -2,201 -7%
CWM
784
Calamos Wealth Management
Illinois
$2M +$153K +2,247 +8%
SIMM
785
Stillwater Investment Management (Minnesota)
Minnesota
$2M -$62.9K -924 -3%
GRP
786
Global Retirement Partners
California
$1.99M -$1.09M -16,040 -36%
UBPAM
787
Union Bancaire Privee Asset Management
New York
$1.98M -$714K -10,500 -27%
IFWM
788
Institute for Wealth Management
Colorado
$1.98M -$120K -1,764 -6%
AAS
789
Annex Advisory Services
Wisconsin
$1.98M +$32.1K +472 +2%
WOC
790
West Oak Capital
California
$1.96M +$35.5K +522 +2%
GWMIA
791
Global Wealth Management Investment Advisory
Florida
$1.94M +$70.7K +1,040 +4%
CBB
792
Citizens Business Bank
California
$1.94M -$129K -1,898 -6%
TC
793
TownSquare Capital
Utah
$1.93M +$80.1K +1,177 +5%
Jacobs Levy Equity Management
794
Jacobs Levy Equity Management
New Jersey
$1.91M -$7.48K -110 -0.4%
KWILP
795
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.9M -$2.08M -30,510 -53%
AAM
796
Advisors Asset Management
Colorado
$1.89M -$776K -11,409 -29%
RC
797
Roundview Capital
New Jersey
$1.88M -$32.3K -475 -2%
FQ
798
First Quadrant
California
$1.87M -$21.1K -310 -1%
WAM
799
Wealthspire Advisors (Maryland)
Maryland
$1.85M +$285K +4,194 +19%
S
800
Seeyond
France
$1.85M -$94.8K -1,394 -5%