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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
BP
1026
Ballentine Partners
Massachusetts
$735K +$205K +2,776 +36%
AC
1027
Arjuna Capital
North Carolina
$730K +$11.5K +156 +2%
FHA
1028
First Horizon Advisors
Tennessee
$730K +$33.4K +452 +5%
KTA
1029
Keeley-Teton Advisors
Illinois
$730K +$37K +500 +5%
MCA
1030
Mercer Capital Advisers
New Jersey
$730K +$40.7K +550 +6%
CWM
1031
Cabot Wealth Management
Massachusetts
$728K +$4.81K +65 +0.6%
1WA
1032
180 Wealth Advisors
Washington
$726K -$3.77K -51 -0.5%
HCP
1033
Holt Capital Partners
Texas
$723K +$375K +5,075 +99%
TA
1034
Tiedemann Advisors
New York
$722K +$6.36K +86 +0.9%
Carson Wealth (CWM LLC)
1035
Carson Wealth (CWM LLC)
Nebraska
$718K – – –
PCM
1036
Prelude Capital Management
New York
$716K +$749K +10,118 New
FSA
1037
Fort Sheridan Advisors
Illinois
$715K +$2K +27 +0.3%
NSIM
1038
North Star Investment Management
Illinois
$715K +$76.8K +1,038 +11%
IWP
1039
Icon Wealth Partners
Texas
$715K +$135K +1,828 +22%
9WM
1040
9258 Wealth Management
Ohio
$714K -$2.52K -34 -0.3%
RHAM
1041
Round Hill Asset Management
California
$713K – – –
SCC
1042
Second Curve Capital
Pennsylvania
$708K +$740K +10,000 New
LSAG
1043
Lake Street Advisors Group
New Hampshire
$707K -$2K -27 -0.3%
NB
1044
Northwest Bancshares
Pennsylvania
$704K +$3.77K +51 +0.5%
MS
1045
Maven Securities
Jersey
$702K -$338K -4,574 -32%
FHB
1046
First Hawaiian Bank
Hawaii
$702K -$191K -2,575 -21%
IWS
1047
Insight Wealth Strategies
California
$697K -$27.4K -371 -4%
FFN
1048
Focus Financial Network
Minnesota
$697K +$24.5K +331 +3%
AF
1049
Advisornet Financial
Minnesota
$693K +$3.77K +51 +0.5%
OCM
1050
Orion Capital Management
California
$692K +$22.2K +300 +3%