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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
901
LifePlan Financial
Minnesota
$730K +$629K +14,199 New
RCAG
902
Rehmann Capital Advisory Group
Michigan
$728K +$2.79K +63 +0.4%
BTWM
903
Baker Tilly Wealth Management
Wisconsin
$724K -$92.8K -2,097 -13%
CCG
904
Ceeto Capital Group
Florida
$718K +$13.3K +300 +2%
SWM
905
Spire Wealth Management
Virginia
$716K -$296K -6,695 -32%
PPWP
906
Premier Path Wealth Partners
New Jersey
$715K +$615K +13,892 New
GI
907
GAMMA Investing
California
$714K +$563K +12,716 New
GA
908
Greytown Advisors
Florida
$710K -$39K -880 -6%
RPC
909
Rossmore Private Capital
Connecticut
$710K +$8.85K +200 +1%
CCA
910
Checchi Capital Advisers
California
$707K +$93.9K +2,120 +18%
FB
911
Fulton Bank
Pennsylvania
$706K +$60.6K +1,369 +11%
VCA
912
Verdence Capital Advisors
Maryland
$704K -$81.9K -1,851 -12%
FHA
913
Flagship Harbor Advisors
Massachusetts
$698K -$18K -406 -3%
CFGS
914
Concourse Financial Group Securities
Alabama
$698K +$15K +338 +3%
CSPIA
915
Cary Street Partners Investment Advisory
Virginia
$696K -$2.02M -45,671 -77%
ECM
916
Evergreen Capital Management
Washington
$695K +$199K +4,500 +50%
SCM
917
SOL Capital Management
Maryland
$693K -$179K -4,045 -23%
TSWM
918
Triangle Securities Wealth Management
North Carolina
$692K -$37.5K -848 -6%
IVP
919
Intrinsic Value Partners
Arizona
$691K -$20.6K -465 -3%
MFG
920
Merit Financial Group
Georgia
$683K +$152K +3,441 +35%
SCM
921
Schnieders Capital Management
California
$681K +$152K +3,424 +35%
BFEC
922
Benjamin F. Edwards & Company
Missouri
$676K -$64K -1,446 -10%
DG
923
DMC Group
Alabama
$675K +$7.62K +172 +1%
LCM
924
Lazari Capital Management
California
$673K -$55.6K -1,257 -9%
CCIA
925
Campbell & Co Investment Adviser
Maryland
$671K +$577K +13,040 New
35 36
37
38 39