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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
826
Jones Financial Companies
Missouri
$722K -$753K -17,166 -49%
OAM
827
Ostrum Asset Management
France
$721K -$381K -8,677 -33%
TFCP
828
Twin Focus Capital Partners
Massachusetts
$720K -$269K -6,128 -26%
SCM
829
SOL Capital Management
Maryland
$720K -$867K -19,765 -53%
BHB
830
Bank Hapoalim BM
Israel
$717K -$510K -11,620 -40%
SWM
831
SeaCrest Wealth Management
New York
$715K -$449K -10,228 -37%
JWM
832
Jupiter Wealth Management
Colorado
$715K +$746K +17,000 New
BA
833
Bristlecone Advisors
Washington
$714K
TPA
834
Trivium Point Advisory
Connecticut
$713K +$5.05K +115 +0.6%
ST
835
Somerset Trust
Pennsylvania
$710K -$101K -2,290 -12%
BW
836
Bison Wealth
Georgia
$708K -$734K -16,732 -49%
AUB
837
Atlantic Union Bankshares
Virginia
$703K +$112K +2,546 +17%
RVPG
838
Relative Value Partners Group
$700K +$120K +2,726 +19%
CA
839
Clearstead Advisors
Ohio
$699K +$336K +7,646 +82%
CCG
840
Coastwise Capital Group
California
$697K +$123K +2,811 +20%
SOAMC
841
Spirit of America Management Corp
New York
$687K
OC
842
Oarsman Capital
Wisconsin
$685K -$22.4K -511 -3%
PCIA
843
Prime Capital Investment Advisors
Kansas
$683K -$37.3K -849 -5%
KA
844
Kovack Advisors
Florida
$679K +$263K +5,994 +57%
BHIC
845
Bassett Hargrove Investment Counsel
Delaware
$678K +$724K +16,485 New
SIA
846
SeaBridge Investment Advisors
New Jersey
$677K -$1.43M -32,530 -66%
PWG
847
Portside Wealth Group
Utah
$674K +$129K +2,937 +22%
TCBWMS
848
Texas Capital Bank Wealth Management Services
Texas
$673K +$4.96K +113 +0.7%
FT
849
Fiduciary Trust
Massachusetts
$672K -$368K -8,395 -34%
EP
850
Eudaimonia Partners
Tennessee
$670K +$17.2K +391 +2%