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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
901
Accurate Wealth Management
Florida
$1.02M +$416K +6,723 +70%
MA
902
Mutual Advisors
Nebraska
$1.02M +$28.3K +458 +3%
CAMG
903
CWA Asset Management Group
Florida
$1.02M +$1.01M +16,257 New
FPAS
904
Focus Partners Advisor Solutions
Missouri
$1.02M -$42.4K -685 -4%
KWM
905
Kingsview Wealth Management
Oregon
$1.01M +$100K +1,619 +11%
CCG
906
Ceeto Capital Group
Florida
$1.01M
AFP
907
Ausdal Financial Partners
Iowa
$1.01M -$28.7K -464 -3%
CNBT
908
Canandaigua National Bank & Trust
New York
$1.01M -$148K -2,396 -13%
IP
909
Ignite Planners
California
$1.01M -$19.2K -310 -2%
TPA
910
Trivium Point Advisory
Connecticut
$1.01M -$46.9K -759 -5%
MC
911
Moors & Cabot
Massachusetts
$999K -$85.4K -1,381 -8%
GCS
912
Gordian Capital (Singapore)
Singapore
$999K +$627K +10,133 +174%
TIAA Trust, National Association
913
TIAA Trust, National Association
North Carolina
$997K -$17.6M -284,527 -95%
AWA
914
Arete Wealth Advisors
Illinois
$993K -$315K -5,086 -24%
PCMK
915
Paragon Capital Management (Kansas)
Kansas
$987K -$18.7K -302 -2%
MC
916
Machina Capital
France
$987K +$975K +15,765 New
CGIM
917
Capital Group Investment Management
Singapore
$987K
NW
918
NewEdge Wealth
Pennsylvania
$982K +$297K +4,800 +44%
LCGC
919
Legacy Capital Group California
California
$982K -$56.7K -917 -6%
NFC
920
Northeast Financial Consultants
Connecticut
$978K
RA
921
Ransom Advisory
Rhode Island
$974K -$14.5K -235 -1%
SAM
922
Smartleaf Asset Management
Massachusetts
$974K +$224K +3,626 +30%
PF
923
Phoenix Financial
Israel
$972K -$204K -3,297 -18%
SWM
924
Shelton Wealth Management
Texas
$965K +$111K +1,801 +13%
GLA
925
Good Life Advisors
Pennsylvania
$961K +$577K +9,323 +155%