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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
1026
Congress Park Capital
New York
$760K +$154K +2,300 +28%
AFAS
1027
Acorn Financial Advisory Services
Virginia
$757K +$14.3K +214 +2%
NL
1028
NWAM LLC
Washington
$757K +$124K +1,861 +22%
RPCA
1029
Running Point Capital Advisors
California
$755K -$1.47K -22 -0.2%
EWA
1030
EP Wealth Advisors
California
$755K +$175K +2,628 +34%
WSFS
1031
Wilmington Savings Fund Society
Delaware
$754K -$303K -4,534 -30%
OIA
1032
OneDigital Investment Advisors
Kansas
$754K -$14.1K -211 -2%
OWA
1033
One Wealth Advisors
California
$754K +$91.8K +1,375 +15%
TWP
1034
Tempus Wealth Planning
California
$752K -$8.95K -134 -1%
TWI
1035
Thomas White International
Illinois
$751K +$689K +10,319 New
CWM
1036
Cabot Wealth Management
Massachusetts
$744K +$5.01K +75 +0.7%
IWS
1037
Insight Wealth Strategies
California
$743K +$355K +5,313 +108%
AC
1038
Arjuna Capital
North Carolina
$741K +$390K +5,847 +135%
KJHP
1039
K.J. Harrison & Partners
Ontario, Canada
$741K +$680K +10,187 New
CBB
1040
Citizens Business Bank
California
$738K -$186K -2,779 -22%
9WM
1041
9258 Wealth Management
Ohio
$737K -$33.4K -501 -5%
TA
1042
Tiedemann Advisors
New York
$736K -$2.74K -41 -0.4%
ACM
1043
AlphaStar Capital Management
North Carolina
$736K +$675K +10,112 New
IFG
1044
Independent Financial Group
California
$733K +$103K +1,540 +18%
RHAM
1045
Round Hill Asset Management
California
$733K -$3.67K -55 -0.5%
FSA
1046
Fort Sheridan Advisors
Illinois
$733K +$137K +2,059 +26%
TW
1047
TrinityPoint Wealth
Connecticut
$732K +$34K +510 +5%
IC
1048
Inscription Capital
Texas
$731K -$55.5K -832 -8%
SKK
1049
Shepherd Kaplan Krochuk
Massachusetts
$728K -$187K -2,800 -22%
SIC
1050
Samalin Investment Counsel
New York
$728K +$32.2K +482 +5%
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