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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
976
Park Avenue Securities
New York
$891K +$119K +1,776 +17%
FAM
977
Fulcrum Asset Management
United Kingdom
$884K
EWM
978
Evercore Wealth Management
New York
$884K +$19.7K +295 +2%
SFG
979
SevenBridge Financial Group
Pennsylvania
$882K -$1.2K -18 -0.1%
PPSG
980
Princeton Portfolio Strategies Group
New Jersey
$882K +$34.4K +515 +4%
SWM
981
SeaCrest Wealth Management
New York
$877K -$348K -5,212 -30%
NFG
982
Next Financial Group
Texas
$876K -$59.8K -896 -7%
VLC
983
Van Leeuwen & Company
New Jersey
$866K +$935 +14 +0.1%
SS
984
Sunbelt Securities
Texas
$862K -$180K -2,697 -19%
LWMM
985
Legacy Wealth Management (Mississippi)
Mississippi
$859K +$36.7K +550 +5%
FPB
986
First PREMIER Bank
South Dakota
$851K
PCM
987
Pointe Capital Management
Michigan
$850K +$11.4K +171 +1%
MC
988
Maverick Capital
Texas
$848K +$536K +8,028 +221%
ACA
989
Aptus Capital Advisors
Alabama
$843K
PIM
990
Perpetual Investment Management
Australia
$842K +$57K +854 +8%
RIA
991
Realta Investment Advisors
Delaware
$840K +$29.8K +447 +4%
CAN
992
Claraphi Advisory Network
United States
$838K +$7.34K +110 +1%
AIM
993
Anchor Investment Management
South Carolina
$837K -$9.01K -135 -1%
CHJWM
994
Carlton Hofferkamp & Jenks Wealth Management
Texas
$825K -$36.7K -550 -5%
HIC
995
Hartline Investment Corp
Illinois
$821K +$26.8K +401 +4%
PWMAG
996
Pinnacle Wealth Management Advisory Group
New Jersey
$819K +$182K +2,725 +32%
KeyBank National Association
997
KeyBank National Association
Ohio
$817K -$144K -2,157 -16%
AG
998
AlphaSimPlex Group
Massachusetts
$815K -$171K -2,561 -19%
CWM
999
Calamos Wealth Management
Illinois
$815K +$30.4K +456 +4%
SM
1000
SG3 Management
Puerto Rico
$815K +$748K +11,200 New