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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
HIP
926
HUB Investment Partners
Texas
$905K +$136K +2,445 +21%
TW
927
Trajan Wealth
Arizona
$904K +$796K +14,300 New
JWCA
928
J.W. Cole Advisors
Florida
$894K +$79.6K +1,431 +11%
WQ
929
Wealth Quarterback
New Jersey
$893K -$267K -4,803 -25%
Connor, Clark & Lunn Investment Management (CC&L)
930
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$892K +$785K +14,108 New
SP
931
Symmetry Partners
Connecticut
$890K +$260K +4,676 +50%
RIA
932
Realta Investment Advisors
Delaware
$889K -$59.7K -1,073 -7%
EWA
933
EP Wealth Advisors
California
$887K +$140K +2,510 +22%
PPWP
934
Premier Path Wealth Partners
New Jersey
$886K +$6.96K +125 +0.9%
SIA
935
SeaBridge Investment Advisors
New Jersey
$886K -$65.7K -1,180 -8%
KWM
936
Kingsview Wealth Management
Oregon
$878K -$192K -3,456 -20%
BTWM
937
Baker Tilly Wealth Management
Wisconsin
$875K -$12.8K -230 -2%
CPC
938
Cookson Peirce & Co
Pennsylvania
$875K +$172K +3,096 +29%
MWM
939
Modern Wealth Management
Kansas
$874K +$769K +13,822 New
BHB
940
Bank Hapoalim BM
Israel
$874K -$55.7K -1,001 -7%
FB
941
Fulton Bank
Pennsylvania
$873K +$3.62K +65 +0.5%
BPGAM
942
BTG Pactual Global Asset Management
Bermuda
$862K +$758K +13,623 New
BWM
943
BKM Wealth Management
Wisconsin
$858K +$32.9K +591 +5%
TSWM
944
Triangle Securities Wealth Management
North Carolina
$848K -$3.12K -56 -0.4%
FSA
945
Fort Sheridan Advisors
Illinois
$843K +$111K +2,001 +18%
VCA
946
Verdence Capital Advisors
Maryland
$843K -$19.8K -355 -3%
CI
947
CX Institutional
Indiana
$838K +$29.9K +538 +4%
DG
948
DMC Group
Alabama
$832K +$2.12K +38 +0.3%
GA
949
Greytown Advisors
Florida
$829K -$38.8K -697 -5%
QWM
950
Quadcap Wealth Management
Texas
$826K -$151K -2,710 -17%