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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
1WA
1026
180 Wealth Advisors
Washington
$726K -$3.77K -51 -0.5%
HCP
1027
Holt Capital Partners
Texas
$723K +$375K +5,075 +99%
TA
1028
Tiedemann Advisors
New York
$722K +$6.36K +86 +0.9%
Carson Wealth (CWM LLC)
1029
Carson Wealth (CWM LLC)
Nebraska
$718K
PCM
1030
Prelude Capital Management
New York
$716K +$749K +10,118 New
FSA
1031
Fort Sheridan Advisors
Illinois
$715K +$2K +27 +0.3%
NSIM
1032
North Star Investment Management
Illinois
$715K +$76.8K +1,038 +11%
IWP
1033
Icon Wealth Partners
Texas
$715K +$135K +1,828 +22%
9WM
1034
9258 Wealth Management
Ohio
$714K -$2.52K -34 -0.3%
RHAM
1035
Round Hill Asset Management
California
$713K
SCC
1036
Second Curve Capital
Pennsylvania
$708K +$740K +10,000 New
LSAG
1037
Lake Street Advisors Group
New Hampshire
$707K -$2K -27 -0.3%
NB
1038
Northwest Bancshares
Pennsylvania
$704K +$3.77K +51 +0.5%
MS
1039
Maven Securities
Jersey
$702K -$338K -4,574 -32%
FHB
1040
First Hawaiian Bank
Hawaii
$702K -$191K -2,575 -21%
IWS
1041
Insight Wealth Strategies
California
$697K -$27.4K -371 -4%
FFN
1042
Focus Financial Network
Minnesota
$697K +$24.5K +331 +3%
AF
1043
Advisornet Financial
Minnesota
$693K +$3.77K +51 +0.5%
OCM
1044
Orion Capital Management
California
$692K +$22.2K +300 +3%
IFG
1045
Independent Financial Group
California
$692K -$22.2K -300 -3%
TPWA
1046
TRUE Private Wealth Advisors
Oregon
$689K -$59.1K -799 -8%
AA
1047
Ancora Advisors
Ohio
$685K -$1.18K -16 -0.2%
V
1048
VeraBank
Texas
$683K +$22.2K +300 +3%
NCM
1049
Narwhal Capital Management
Georgia
$674K +$16.1K +217 +2%
AFC
1050
AFT Forsyth & Company
Florida
$671K