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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
1001
Pinnacle Wealth Management Advisory Group
New Jersey
$819K +$182K +2,725 +32%
KeyBank National Association
1002
KeyBank National Association
Ohio
$817K -$144K -2,157 -16%
AG
1003
AlphaSimPlex Group
Massachusetts
$815K -$171K -2,561 -19%
CWM
1004
Calamos Wealth Management
Illinois
$815K +$30.4K +456 +4%
SM
1005
SG3 Management
Puerto Rico
$815K +$748K +11,200 New
CAC
1006
Certified Advisory Corp
Florida
$815K +$748K +11,209 New
FWCM
1007
Ferguson Wellman Capital Management
Oregon
$803K -$232K -3,469 -24%
HNB
1008
Huntington National Bank
Ohio
$802K -$41.6K -623 -5%
AOWM
1009
Alpha Omega Wealth Management
Virginia
$796K -$5.34K -80 -0.7%
SCI
1010
Stableford Capital II
Arizona
$783K -$159K -2,389 -18%
HB
1011
Homrich & Berg
Georgia
$781K -$19.2K -288 -3%
RIL
1012
Rothschild Investment LLC
Illinois
$781K -$7.01K -105 -1%
CAC
1013
Cowen and Company
New York
$780K +$229K +3,426 +47%
BAIA
1014
Bel Air Investment Advisors
California
$780K +$716K +10,723 New
CPO
1015
Cerity Partners OCIO
New York
$778K -$2.81M -42,037 -80%
1WA
1016
180 Wealth Advisors
Washington
$777K +$8.48K +127 +1%
TWM
1017
Tradition Wealth Management
Minnesota
$771K +$315K +4,713 +80%
GPFA
1018
Game Plan Financial Advisors
Ohio
$769K +$703K +10,525 New
TPWA
1019
TRUE Private Wealth Advisors
Oregon
$767K +$56.4K +845 +9%
SIG
1020
Sargent Investment Group
Maryland
$767K +$161K +2,415 +30%
BHB
1021
Bank Hapoalim BM
Israel
$766K +$10.7K +160 +2%
CWP
1022
Concord Wealth Partners
Virginia
$765K +$458K +6,862 +188%
IRC
1023
Investors Research Corp
Georgia
$764K -$73.3K -1,098 -9%
VBCG
1024
Valley Brook Capital Group
Pennsylvania
$764K -$10K -150 -1%
BBI
1025
Baxter Bros Inc
Connecticut
$762K +$95.5K +1,430 +16%