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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
LB
1001
Legacy Bridge
Iowa
$866K
DLG
1002
Daniel L. Goodwin
$861K
EWM
1003
Endurance Wealth Management
Rhode Island
$861K +$134K +2,000 +19%
ECM
1004
Exchange Capital Management
Michigan
$856K -$17.4K -260 -2%
TA
1005
Tiedemann Advisors
New York
$855K -$679K -10,153 -45%
ACI
1006
Alpha Cubed Investments
California
$854K +$142K +2,115 +21%
FCA
1007
FinTrust Capital Advisors
South Carolina
$849K +$627K +9,365 +338%
LWS
1008
Lucia Wealth Services
California
$847K -$201K -3,006 -20%
DAM
1009
Deltec Asset Management
New York
$847K -$33.5K -500 -4%
KP
1010
Keel Point
Alabama
$845K +$11.6K +173 +1%
EWM
1011
Edge Wealth Management
New York
$845K +$666K +9,950 +464%
LSAG
1012
Lake Street Advisors Group
New Hampshire
$843K +$100K +1,499 +14%
TAM
1013
Tocqueville Asset Management
New York
$840K +$23.4K +350 +3%
PCM
1014
Palisade Capital Management
New Jersey
$839K
PPSG
1015
Princeton Portfolio Strategies Group
New Jersey
$835K -$1.2K -18 -0.2%
HCMT
1016
Highland Capital Management (Texas)
Texas
$833K -$207K -3,100 -21%
SIM
1017
Sterling Investment Management
Arizona
$828K -$19.3K -289 -2%
BDF
1018
Balasa Dinverno & Foltz
$826K +$57.9K +865 +8%
TC
1019
Telemus Capital
Michigan
$825K -$193K -2,882 -19%
MCM
1020
Manchester Capital Management
Vermont
$825K
FI
1021
Fosun International
China
$818K
AFNAS
1022
American Financial Network Advisory Services
California
$815K -$59.1K -883 -7%
WIP
1023
Wellesley Investment Partners
Massachusetts
$804K +$22.6K +338 +3%
GA
1024
GFS Advisors
Texas
$803K -$66.9K -1,000 -8%
WB
1025
WesBanco Bank
West Virginia
$800K -$62.3K -931 -8%