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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
776
Naviter Wealth
Arkansas
$1.04M +$118K +2,526 +13%
SA
777
SRN Advisors
Pennsylvania
$1.03M -$99.9K -2,132 -9%
FHB
778
First Hawaiian Bank
Hawaii
$1.02M -$5.48K -117 -0.5%
MC
779
Moors & Cabot
Massachusetts
$1.02M -$96.2K -2,053 -8%
DPIM
780
Duff & Phelps Investment Management
Illinois
$1.01M – – –
AP
781
Americana Partners
Texas
$999K +$262K +5,590 +35%
WCM
782
Washington Capital Management
Washington
$996K -$16.9K -360 -2%
PL
783
Polianta Ltd
Jersey
$980K +$998K +21,300 New
CL
784
CSS LLC
Illinois
$976K +$791K +16,898 +393%
CFG
785
Cooper Financial Group
California
$969K +$111K +2,368 +13%
SPC
786
Sigma Planning Corp
Michigan
$965K -$302K -6,449 -24%
MC
787
Machina Capital
France
$960K +$977K +20,851 New
DIA
788
Dana Investment Advisors
Wisconsin
$958K +$2.34K +50 +0.2%
WAP
789
Wealthcare Advisory Partners
Pennsylvania
$949K -$6.46K -138 -0.7%
CCM
790
Coldstream Capital Management
Washington
$947K +$127K +2,719 +15%
PWMAG
791
Pinnacle Wealth Management Advisory Group
New Jersey
$943K -$76.1K -1,625 -7%
CG
792
Caprock Group
Idaho
$943K +$17.8K +381 +2%
MGIA
793
Matthew Goff Investment Advisor
Texas
$942K -$30.7K -656 -3%
SAM
794
Secure Asset Management
Michigan
$937K +$42.1K +898 +5%
IFG
795
Independent Financial Group
California
$937K -$10.3K -220 -1%
WANY
796
Wealthspire Advisors (New York)
New York
$930K -$231K -4,933 -20%
QPWM
797
Quadrant Private Wealth Management
Pennsylvania
$928K -$562 -12 -0.1%
PWM
798
Perigon Wealth Management
California
$928K -$275K -5,878 -23%
SBIA
799
Sheaff Brock Investment Advisors
Indiana
$925K -$53.7K -1,146 -5%
RW
800
RVW Wealth
California
$925K +$3.84K +82 +0.4%
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