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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
III
951
Independent Investors Inc
New York
$788K
WC
952
Weil Company
California
$785K -$1.4M -27,581 -68%
BS
953
Bessemer Securities
New York
$782K -$513K -10,100 -44%
AHC
954
Adell Harriman & Carpenter
Texas
$782K -$152K -2,992 -19%
RWA
955
Redhawk Wealth Advisors
Minnesota
$773K +$638K +12,544 New
LWAM
956
Legacy Wealth Asset Management
Minnesota
$771K +$635K +12,496 New
FWM
957
Frontier Wealth Management
Missouri
$769K +$634K +12,467 New
CT
958
Columbia Trust
Oregon
$766K +$633K +12,447 New
CASB
959
Cape Ann Savings Bank
Massachusetts
$764K +$630K +12,391 New
RSWM
960
Robertson Stephens Wealth Management
California
$761K +$17.5K +345 +3%
TMAM
961
Tokio Marine Asset Management
Japan
$761K +$34.2K +673 +6%
KWA
962
KCS Wealth Advisory
California
$758K -$19K -374 -3%
DLG
963
Daniel L. Goodwin
$758K
CSPIA
964
Cary Street Partners Investment Advisory
Virginia
$755K -$4.35M -85,607 -87%
CHJWM
965
Carlton Hofferkamp & Jenks Wealth Management
Texas
$755K -$35.6K -700 -6%
DC
966
Derby & Company
Massachusetts
$754K
SFG
967
SevenBridge Financial Group
Pennsylvania
$748K -$308K -6,050 -33%
WAM
968
Wakefield Asset Management
Colorado
$742K +$19.6K +385 +3%
GG
969
Gleason Group
Kentucky
$738K -$63K -1,240 -9%
KPW
970
Kore Private Wealth
New York
$736K +$6.15K +121 +1%
VIA
971
Vident Investment Advisory
Georgia
$736K +$204K +4,020 +51%
PTC
972
Private Trust Company
Ohio
$734K -$356 -7 -0.1%
VLC
973
Van Leeuwen & Company
New Jersey
$733K +$152 +3 +0%
EWM
974
Evercore Wealth Management
New York
$731K +$9.71K +191 +2%
BDF
975
Balasa Dinverno & Foltz
$729K -$220K -4,324 -27%