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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
LCGC
851
Legacy Capital Group California
California
$860K +$83.9K +1,896 +13%
AF
852
Allworth Financial
California
$859K +$142K +3,207 +24%
CCG
853
Coastwise Capital Group
California
$854K -$14.3K -324 -2%
ST
854
Somerset Trust
Pennsylvania
$848K -$34.8K -786 -5%
1IA
855
1834 Investment Advisors
Wisconsin
$840K +$418K +9,451 +138%
GAM
856
Gotham Asset Management
New York
$838K +$24K +543 +3%
PMA
857
Prudent Man Advisors
Illinois
$838K -$579K -13,079 -45%
SXL
858
Summit X LLC
Missouri
$835K -$494K -11,164 -41%
DI
859
DFPG Investments
Utah
$832K -$2.22M -50,049 -76%
SWM
860
SeaCrest Wealth Management
New York
$828K -$95K -2,146 -12%
TPA
861
Trivium Point Advisory
Connecticut
$828K -$79.5K -1,795 -10%
IA
862
IFP Advisors
Florida
$826K -$375K -8,460 -35%
Jones Financial Companies
863
Jones Financial Companies
Missouri
$825K -$67.1K -1,516 -9%
ZIG
864
Zuckerman Investment Group
Illinois
$823K
GAM
865
Griffin Asset Management
New York
$823K +$43.6K +984 +7%
IFWM
866
Institute for Wealth Management
Colorado
$821K -$13.6K -308 -2%
CP
867
Camelot Portfolios
Ohio
$821K +$85.9K +1,941 +14%
SAG
868
SageView Advisory Group
California
$820K +$213K +4,807 +50%
PWMAG
869
Pinnacle Wealth Management Advisory Group
New Jersey
$819K -$77K -1,739 -10%
EFS
870
Essex Financial Services
Connecticut
$811K +$11.2K +254 +2%
QWM
871
Quadcap Wealth Management
Texas
$811K +$698K +15,769 New
CGIM
872
Capital Group Investment Management
Singapore
$811K +$54.3K +1,227 +8%
MWM
873
Mosley Wealth Management
California
$811K +$698K +15,760 New
SOAMC
874
Spirit of America Management Corp
New York
$808K -$44.3K -1,000 -6%
CastleKeep Investment Advisors
875
CastleKeep Investment Advisors
Connecticut
$801K +$689K +15,565 New