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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
IA
1001
IFP Advisors
Florida
$469K -$847 -17 -0.2%
MFG
1002
Magnus Financial Group
New York
$467K +$102K +2,051 +23%
OIA
1003
OneDigital Investment Advisors
Kansas
$464K -$47.7K -957 -8%
ABC
1004
Associated Banc-Corp
Wisconsin
$464K -$24.6K -493 -4%
SFM
1005
Signet Financial Management
New Jersey
$463K -$48.9K -982 -8%
TWP
1006
Tempus Wealth Planning
California
$457K -$58.6K -1,176 -10%
1WA
1007
180 Wealth Advisors
Washington
$457K -$53K -1,064 -9%
DWT
1008
Dorsey & Whitney Trust
South Dakota
$452K -$167K -3,350 -24%
RIA
1009
Realta Investment Advisors
Delaware
$451K +$137K +2,752 +36%
IIM
1010
Ironwood Investment Management
Massachusetts
$445K -$184K -3,700 -26%
9WM
1011
9258 Wealth Management
Ohio
$442K -$5.63K -113 -1%
CFM
1012
Coronation Fund Managers
South Africa
$438K -$4.34M -87,151 -90%
SIG
1013
Sargent Investment Group
Maryland
$438K +$31.3K +628 +7%
CA
1014
Clearstead Advisors
Ohio
$437K +$52.4K +1,052 +12%
CWM
1015
Cabot Wealth Management
Massachusetts
$434K +$4.93K +99 +1%
FCH
1016
Freestone Capital Holdings
Washington
$432K -$51.6K -1,036 -9%
NAM
1017
North American Management
Massachusetts
$432K -$99.6K -2,000 -17%
GJL
1018
Gendell Jeffrey L
$431K -$5.07M -101,867 -91%
CAW
1019
Cornerstone Advisors (Washington)
Washington
$430K -$3.84K -77 -0.8%
BP
1020
Ballentine Partners
Massachusetts
$430K +$43.2K +868 +10%
Vanguard Personalized Indexing Management
1021
Vanguard Personalized Indexing Management
California
$429K +$83.3K +1,673 +20%
RVPG
1022
Relative Value Partners Group
$426K +$72.2K +1,450 +17%
FI
1023
Fosun International
China
$424K
HAG
1024
HighPoint Advisor Group
Illinois
$422K +$46.9K +942 +11%
Fisher Asset Management
1025
Fisher Asset Management
Washington
$421K +$9.62K +193 +2%