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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
BS
926
Boenning & Scattergood
Pennsylvania
$663K +$600K +8,944 +132%
SCA
927
Stillwater Capital Advisors
Pennsylvania
$660K +$107K +1,587 +11%
OAM
928
Optimal Asset Management
California
$657K +$320K +4,771 +44%
APW
929
Aurora Private Wealth
New Jersey
$651K +$493K +7,349 +91%
AAS
930
Avantax Advisory Services
Texas
$650K -$135K -2,013 -11%
SW
931
SteelPeak Wealth
California
$646K -$52.5K -782 -5%
WTB
932
Washington Trust Bank
Washington
$646K +$6.98K +104 +0.7%
MC
933
Miles Capital
Iowa
$645K +$154K +2,297 +18%
CAC
934
Certified Advisory Corp
Florida
$643K -$27.1K -404 -3%
MAM
935
Meeder Asset Management
Ohio
$641K -$11.3M -168,599 -92%
SM
936
Sciencast Management
New Jersey
$639K +$1.12M +16,721 New
CAG
937
Csenge Advisory Group
Florida
$637K +$93.8K +1,398 +10%
CCP
938
Corient Capital Partners
California
$636K -$436K -6,501 -30%
HH
939
Hilltop Holdings
Texas
$635K +$289K +4,312 +40%
PA
940
Parallel Advisors
California
$634K -$104K -1,552 -9%
GFP
941
Gryphon Financial Partners
Ohio
$633K -$263K -3,912 -21%
SKK
942
Shepherd Kaplan Krochuk
Massachusetts
$632K -$318K -4,736 -24%
CAM
943
Cidel Asset Management
Ontario, Canada
$632K – – –
PBT
944
Pictet Bank & Trust
Bahamas
$626K -$240K -3,580 -19%
LOAMS
945
Lombard Odier Asset Management (Switzerland)
Switzerland
$626K +$108K +1,611 +12%
Jacobs Levy Equity Management
946
Jacobs Levy Equity Management
New Jersey
$622K -$96.5K -1,438 -9%
YWP
947
YorkBridge Wealth Partners
New York
$620K -$11.3K -169 -1%
KWA
948
KCS Wealth Advisory
California
$616K +$50.5K +753 +5%
IIA
949
IPG Investment Advisors
California
$616K +$176K +2,620 +22%
ANRIA
950
American National Registered Investment Advisor
Texas
$615K – – –