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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
826
Highline Wealth Partners
California
$844K +$115K +2,343 +15%
AG
827
Algert Global
California
$841K +$172K +3,500 +24%
CCM
828
Coldstream Capital Management
Washington
$837K +$149K +3,028 +20%
GA
829
Greytown Advisors
Florida
$836K -$48.4K -987 -5%
AAB
830
ABN AMRO Bank
Netherlands
$832K +$870K +17,719 New
RMSCM
831
R.M. Sincerbeaux Capital Management
New York
$831K – – –
ECM
832
ExodusPoint Capital Management
New York
$830K +$869K +17,706 New
RIA
833
Realta Investment Advisors
Delaware
$824K -$286K -5,835 -25%
CT
834
Columbia Trust
Oregon
$822K +$3.24K +66 +0.4%
TSWM
835
Triangle Securities Wealth Management
North Carolina
$816K -$1.96K -40 -0.2%
TFCP
836
Twin Focus Capital Partners
Massachusetts
$814K +$429K +8,746 +102%
FHA
837
Flagship Harbor Advisors
Massachusetts
$808K -$634K -12,928 -43%
SOAMC
838
Spirit of America Management Corp
New York
$807K – – –
LB
839
Legacy Bridge
Iowa
$805K -$16.2K -330 -2%
CCG
840
Coastwise Capital Group
California
$804K +$19.7K +402 +2%
ECM
841
Evergreen Capital Management
Washington
$804K +$301K +6,125 +56%
AAS
842
Ameritas Advisory Services
Nebraska
$804K -$132K -2,688 -14%
CP
843
Camelot Portfolios
Ohio
$803K +$37.6K +766 +5%
IAN
844
Integrated Advisors Network
Texas
$802K -$4.1M -83,521 -83%
CGL
845
Clarius Group LLC
Washington
$796K +$261K +5,323 +46%
BCM
846
Bluefin Capital Management
New York
$791K -$13.5M -274,394 Closed
MIM
847
Marco Investment Management
Georgia
$785K -$51.5K -1,050 -6%
TF
848
TIAA FSB
Florida
$784K -$106K -2,166 -11%
EFS
849
Essex Financial Services
Connecticut
$782K -$87.7K -1,788 -10%
IFWM
850
Institute for Wealth Management
Colorado
$781K -$4.61K -94 -0.6%
32 33
34
35 36