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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
951
Power Wealth Management
Georgia
$888K +$97.8K +1,581 +13%
LS
952
Livforsakringsbolaget Skandia
Sweden
$885K +$639K +10,339 +272%
PPWP
953
Premier Path Wealth Partners
New Jersey
$879K -$11.3K -183 -1%
QWM
954
Quadcap Wealth Management
Texas
$873K -$6.37K -103 -0.7%
BCG
955
Breakwater Capital Group
New Jersey
$871K +$52.1K +842 +6%
BTI
956
Blue Trust Inc
Georgia
$863K +$391K +6,325 +87%
SF
957
Summit Financial
New Jersey
$855K -$40.2K -650 -5%
GIA
958
Gladstone Institutional Advisory
Florida
$854K +$123K +1,984 +17%
SSB
959
Sandy Spring Bank
Maryland
$848K -$66.3K -1,072 -7%
FC
960
Fusion Capital
South Carolina
$842K +$124K +2,002 +17%
IFG
961
Independent Financial Group
California
$838K -$2.08M -33,683 -72%
SIP
962
Stoneridge Investment Partners
Pennsylvania
$838K – – –
DWM
963
Diversify Wealth Management
Utah
$837K -$18.1K -293 -2%
IB
964
Intrust Bank
Kansas
$835K +$57.8K +935 +8%
TSWM
965
Triangle Securities Wealth Management
North Carolina
$830K -$6.99K -113 -0.8%
FSA
966
Fort Sheridan Advisors
Illinois
$825K -$17.4K -281 -2%
BWM
967
BKM Wealth Management
Wisconsin
$818K -$43.7K -707 -5%
CPC
968
Cookson Peirce & Co
Pennsylvania
$818K -$60K -971 -7%
TC
969
TwinBeech Capital
New York
$818K -$8.97M -145,097 -92%
CI
970
CX Institutional
Indiana
$817K -$16K -258 -2%
MIFH
971
Migdal Insurance & Financial Holdings
Israel
$816K -$246K -3,978 -23%
HTC
972
Haverford Trust Company
Pennsylvania
$808K -$32.5K -525 -4%
PFM
973
Privium Fund Management
Netherlands
$802K +$20.2K +326 +3%
JIC
974
Johnson Investment Counsel
Ohio
$800K +$326K +5,274 +70%
VCA
975
Verdence Capital Advisors
Maryland
$795K -$6K -97 -0.8%
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