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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
851
Institute for Wealth Management
Colorado
$669K -$20.5K -467 -3%
GCC
852
Game Creek Capital
Massachusetts
$668K -$154K -3,500 -18%
BTWM
853
Baker Tilly Wealth Management
Wisconsin
$665K -$1.66M -37,766 -70%
GVAG
854
Great Valley Advisor Group
Delaware
$665K +$47.8K +1,090 +7%
VVP
855
Venture Visionary Partners
Ohio
$659K -$71.5K -1,630 -9%
ZIG
856
Zuckerman Investment Group
Illinois
$658K
HWM
857
HB Wealth Management
Georgia
$656K -$582K -13,253 -45%
WFS
858
Widmann Financial Services
Maryland
$656K +$9.39K +214 +1%
PFM
859
Privium Fund Management
Netherlands
$651K +$140K +3,200 +25%
GAM
860
Gotham Asset Management
New York
$648K -$83.7K -1,908 -11%
FRM
861
Fox Run Management
Connecticut
$644K +$687K +15,662 New
VCA
862
Verdence Capital Advisors
Maryland
$639K -$66.8K -1,522 -9%
EFS
863
Essex Financial Services
Connecticut
$638K -$46.3K -1,055 -6%
CA
864
Commerzbank Aktiengesellschaft
Germany
$635K +$133K +3,022 +24%
TIAA Trust, National Association
865
TIAA Trust, National Association
North Carolina
$631K +$674K +15,350 New
HAIM
866
Hunter Associates Investment Management
Pennsylvania
$630K -$9.22K -210 -1%
SFP
867
Sweet Financial Partners
Minnesota
$624K
I
868
INVST
Indiana
$622K -$91.5K -2,085 -12%
AWC
869
Abundance Wealth Counselors
Pennsylvania
$619K +$660K +15,042 New
GAM
870
Griffin Asset Management
New York
$617K -$83.8K -1,909 -11%
CAM
871
Cidel Asset Management
Ontario, Canada
$617K
OIA
872
OneDigital Investment Advisors
Kansas
$614K +$47.6K +1,084 +8%
LCGC
873
Legacy Capital Group California
California
$609K +$2.94K +67 +0.5%
AFP
874
Ausdal Financial Partners
Iowa
$609K +$12.1K +275 +2%
CI
875
Conning Inc
Connecticut
$609K +$11K +250 +2%