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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
RMSCM
951
R.M. Sincerbeaux Capital Management
New York
$1.51M – – –
IFWM
952
Institute for Wealth Management
Colorado
$1.51M +$2.17K +30 +0.2%
BIG
953
Brooklyn Investment Group
New York
$1.5M +$400K +5,535 +46%
CW
954
CreativeOne Wealth
Kansas
$1.5M +$6.14K +85 +0.5%
LIM
955
Leavell Investment Management
Alabama
$1.49M +$222K +3,066 +21%
BCG
956
Breakwater Capital Group
New Jersey
$1.49M -$60.2K -833 -5%
TCM
957
Tandem Capital Management
New Jersey
$1.48M -$8.1K -112 -0.6%
CFG
958
Chapman Financial Group
Hawaii
$1.47M +$1.25M +17,320 New
EFS
959
Essex Financial Services
Connecticut
$1.46M +$17.3K +240 +1%
MHC
960
Meyer Handelman Company
New York
$1.45M -$46.6K -645 -4%
TC
961
TownSquare Capital
Utah
$1.45M -$8.78M -121,525 -88%
RRA
962
Round Rock Advisors
Connecticut
$1.45M -$2.6K -36 -0.2%
SMF
963
Scott Marsh Financial
Utah
$1.44M +$1.22M +16,900 New
IP
964
Ignite Planners
California
$1.44M -$110K -1,518 -9%
RFC
965
Regions Financial Corp
Alabama
$1.44M -$42.6K -589 -3%
SAM
966
Smartleaf Asset Management
Massachusetts
$1.44M -$244K -3,376 -17%
WAS
967
WESPAC Advisors SoCal
California
$1.43M +$453K +6,260 +60%
EGA
968
Eagle Global Advisors
Texas
$1.42M -$36.1K -500 -3%
PWMAG
969
Pinnacle Wealth Management Advisory Group
New Jersey
$1.41M +$56.5K +781 +5%
AC
970
Arjuna Capital
North Carolina
$1.4M -$77.3K -1,070 -6%
MWM
971
Melfa Wealth Management
Massachusetts
$1.4M – – –
WE
972
Wealth Effects
Massachusetts
$1.4M +$207K +2,859 +21%
PAP
973
Persistent Asset Partners
Hong Kong
$1.4M -$325K -4,498 -21%
TPW
974
Transatlantique Private Wealth
New York
$1.39M -$59.6K -825 -5%
PWG
975
Portside Wealth Group
Utah
$1.39M +$1.59K +22 +0.1%
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