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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1001
Dimension Capital Management
Florida
$819K -$21K -300 -3%
BBI
1002
Baxter Bros Inc
Connecticut
$818K -$27.8K -398 -3%
LWMM
1003
Legacy Wealth Management (Mississippi)
Mississippi
$818K – – –
SFG
1004
SevenBridge Financial Group
Pennsylvania
$813K -$13.1K -188 -2%
WMG
1005
WESCAP Management Group
California
$811K -$90.4K -1,293 -10%
CWM
1006
Circle Wealth Management
New Jersey
$808K – – –
CHJWM
1007
Carlton Hofferkamp & Jenks Wealth Management
Texas
$806K – – –
GIM
1008
Guardian Investment Management
California
$805K -$580K -8,300 -42%
CAC
1009
Certified Advisory Corp
Florida
$802K +$13.6K +194 +2%
CWM
1010
Calamos Wealth Management
Illinois
$796K -$113K -1,611 -12%
LOAMS
1011
Lombard Odier Asset Management (Switzerland)
Switzerland
$793K -$1.09M -15,658 -56%
EWA
1012
EP Wealth Advisors
California
$791K -$86.9K -1,243 -10%
PIM
1013
Perpetual Investment Management
Australia
$789K -$9.79K -140 -1%
NSIM
1014
North Star Investment Management
Illinois
$788K +$77.9K +1,114 +11%
PA
1015
PSI Advisors
Florida
$788K +$430K +6,154 +121%
NFG
1016
Next Financial Group
Texas
$784K -$54.8K -784 -7%
CAN
1017
Claraphi Advisory Network
United States
$781K -$24K -344 -3%
APWA
1018
Atlas Private Wealth Advisors
New Jersey
$779K +$605K +8,650 +352%
SIG
1019
Sargent Investment Group
Maryland
$778K -$13K -186 -2%
RIL
1020
Rothschild Investment LLC
Illinois
$778K -$1.61K -23 -0.2%
IA
1021
IFP Advisors
Florida
$775K -$39.6K -567 -5%
SAM
1022
Stansberry Asset Management
Texas
$775K +$772K +11,046 New
TW
1023
TrinityPoint Wealth
Connecticut
$774K +$4.12K +59 +0.5%
SAM
1024
Seelaus Asset Management
New Jersey
$773K +$112K +1,600 +17%
AI
1025
Axiom Investors
Connecticut
$772K -$2.64M -37,790 -77%
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