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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
FCP
851
Fidelis Capital Partners
Florida
$1.15M +$570K +10,245 +129%
IIM
852
InTrack Investment Management
Vermont
$1.14M -$750K -13,474 -43%
WA
853
Waverly Advisors
Alabama
$1.14M +$2.28K +41 +0.2%
STA
854
Summit Trail Advisors
New York
$1.13M +$178K +3,195 +22%
CA
855
Carson Advisory
Georgia
$1.13M -$27.8K -500 -3%
AWC
856
Abundance Wealth Counselors
Pennsylvania
$1.12M +$124K +2,234 +14%
RMSCM
857
R.M. Sincerbeaux Capital Management
New York
$1.12M
ECU
858
Eisler Capital (UK)
United Kingdom
$1.12M -$23M -413,013 -96%
OAM
859
Ostrum Asset Management
France
$1.11M
UB
860
Umpqua Bank
Oregon
$1.11M +$979K +17,601 New
BA
861
Bristlecone Advisors
Washington
$1.1M -$2.17K -39 -0.2%
AFP
862
Ausdal Financial Partners
Iowa
$1.1M +$142K +2,560 +17%
SFP
863
Sweet Financial Partners
Minnesota
$1.09M
CCG
864
Coastwise Capital Group
California
$1.09M +$31.3K +563 +3%
OC
865
Oarsman Capital
Wisconsin
$1.08M
EHC
866
Everett Harris & Co
California
$1.08M +$425K +7,632 +81%
LA
867
LM Advisors
California
$1.07M +$106K +1,900 +13%
IP
868
Ignite Planners
California
$1.07M -$4.73K -85 -0.5%
MWM
869
Melfa Wealth Management
Massachusetts
$1.05M +$926K +16,645 New
CastleKeep Investment Advisors
870
CastleKeep Investment Advisors
Connecticut
$1.05M +$55K +988 +6%
GIM
871
Guardian Investment Management
California
$1.04M -$84.3K -1,515 -8%
LCGC
872
Legacy Capital Group California
California
$1.04M -$15.8K -284 -2%
IFWM
873
Institute for Wealth Management
Colorado
$1.04M +$25.4K +457 +3%
DAS
874
Diversify Advisory Services
Utah
$1.03M +$907K +16,304 New
JF
875
Jump Financial
Illinois
$1.03M +$906K +16,287 New