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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
FF
1001
FourThought Financial
Florida
$773K -$312K -4,214 -28%
OWA
1002
One Wealth Advisors
California
$771K +$40K +541 +5%
MWM
1003
Meridian Wealth Management
Kentucky
$769K +$277K +3,738 +52%
Vanguard Capital Wealth Advisors
1004
Vanguard Capital Wealth Advisors
Colorado
$766K +$292K +3,951 +57%
FWCM
1005
Ferguson Wellman Capital Management
Oregon
$762K -$19.1K -258 -2%
VBCG
1006
Valley Brook Capital Group
Pennsylvania
$762K +$20.7K +280 +3%
SS
1007
Sunbelt Securities
Texas
$761K -$35.1K -475 -4%
FAM
1008
Fulcrum Asset Management
United Kingdom
$758K
BFEC
1009
Benjamin F. Edwards & Company
Missouri
$754K +$81.5K +1,102 +12%
WSFS
1010
Wilmington Savings Fund Society
Delaware
$753K +$20.4K +276 +3%
TWI
1011
Thomas White International
Illinois
$751K +$21.5K +290 +3%
GFP
1012
Gryphon Financial Partners
Ohio
$747K +$69.9K +945 +6%
KLCM
1013
KG&L Capital Management
Louisiana
$745K -$131K -1,774 -14%
KeyBank National Association
1014
KeyBank National Association
Ohio
$745K -$52.6K -711 -6%
MBT
1015
Montecito Bank & Trust
California
$744K +$94K +1,271 +14%
IRC
1016
Investors Research Corp
Georgia
$743K +$222 +3 +0%
AFAS
1017
Acorn Financial Advisory Services
Virginia
$741K +$5.77K +78 +0.7%
MCM
1018
Monument Capital Management
Virginia
$741K +$52.3K +707 +7%
BPM
1019
Bowling Portfolio Management
Ohio
$739K -$1.81M -24,476 -70%
BP
1020
Ballentine Partners
Massachusetts
$735K +$205K +2,776 +36%
AC
1021
Arjuna Capital
North Carolina
$730K +$11.5K +156 +2%
FHA
1022
First Horizon Advisors
Tennessee
$730K +$33.4K +452 +5%
KTA
1023
Keeley-Teton Advisors
Illinois
$730K +$37K +500 +5%
MCA
1024
Mercer Capital Advisers
New Jersey
$730K +$40.7K +550 +6%
CWM
1025
Cabot Wealth Management
Massachusetts
$728K +$4.81K +65 +0.6%