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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
851
Coastwise Capital Group
California
$758K +$47.2K +1,040 +7%
XT
852
XTX Topco
Cayman Islands
$757K +$760K +16,730 New
OPS
853
Orion Portfolio Solutions
Nebraska
$752K +$57.7K +1,271 +8%
HWA
854
HCR Wealth Advisors
California
$751K -$144K -3,159 -16%
MIFH
855
Migdal Insurance & Financial Holdings
Israel
$748K +$596K +13,119 +381%
HSA
856
HBK Sorce Advisory
Pennsylvania
$746K +$463K +10,197 +162%
WPC
857
White Pine Capital
Minnesota
$744K +$54.1K +1,192 +8%
CP
858
Camelot Portfolios
Ohio
$740K +$258K +5,686 +53%
SWM
859
SeaCrest Wealth Management
New York
$738K +$25.2K +554 +4%
ET
860
Equitable Trust
Tennessee
$738K +$314K +6,922 +74%
SCM
861
Sterneck Capital Management
Missouri
$734K -$200K -4,396 -21%
GAM
862
Griffin Asset Management
New York
$721K +$485K +10,678 +203%
AP
863
Americana Partners
Texas
$710K -$658K -14,491 -48%
HWP
864
Highline Wealth Partners
California
$708K – – –
NB
865
NBT Bank
New York
$707K -$36.4K -801 -5%
SWM
866
Spire Wealth Management
Virginia
$703K +$209K +4,608 +42%
SFP
867
Sweet Financial Partners
Minnesota
$699K -$182 -4 -0%
CIC
868
Carnegie Investment Counsel
Ohio
$693K +$6.09K +134 +0.9%
CL
869
CSS LLC
Illinois
$692K +$636K +14,000 +1,076%
PL
870
Polianta Ltd
Jersey
$692K +$695K +15,300 New
CGIM
871
Capital Group Investment Management
Singapore
$691K +$694K +15,285 New
IVP
872
Intrinsic Value Partners
Arizona
$688K -$77.2K -1,700 -10%
LD
873
Lipe & Dalton
New York
$687K -$41.2K -906 -6%
AA
874
Altman Advisors
Illinois
$685K +$83.1K +1,830 +15%
PCM
875
Prelude Capital Management
New York
$683K -$2.31M -50,880 -77%
33 34
35
36 37