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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1026
Balboa Wealth Partners
Arizona
$651K +$50.8K +913 +10%
IP
1027
Intellectus Partners
California
$649K -$86.3K -1,550 -13%
SW
1028
SteelPeak Wealth
California
$645K -$3.75M -67,465 -87%
KF
1029
Krilogy Financial
Missouri
$642K +$565K +10,147 New
AHC
1030
Adell Harriman & Carpenter
Texas
$638K +$122K +2,200 +28%
TCWA
1031
Turtle Creek Wealth Advisors
Texas
$635K -$1.11K -20 -0.2%
GL
1032
Graypoint LLC
New York
$633K +$1.73K +31 +0.3%
PTC
1033
Private Trust Company
Ohio
$633K +$42.1K +756 +8%
QCI
1034
Quaker Capital Investments
Pennsylvania
$632K -$1.58M -28,450 -74%
EC
1035
EJF Capital
Virginia
$632K – – –
MWA
1036
Monograph Wealth Advisors
California
$632K +$556K +10,000 New
HA
1037
Herold Advisors
New York
$632K – – –
BCM
1038
Becker Capital Management
Oregon
$631K -$3.12K -56 -0.6%
GRP
1039
Global Retirement Partners
California
$629K +$17.1K +307 +3%
OWA
1040
One Wealth Advisors
California
$623K +$1.67K +30 +0.3%
AC
1041
Avestar Capital
New York
$619K +$142K +2,555 +35%
GCM
1042
Gallacher Capital Management
Colorado
$618K -$134K -2,417 -20%
SAM
1043
Smartleaf Asset Management
Massachusetts
$617K +$247K +4,430 +82%
FMLI
1044
Fukoku Mutual Life Insurance
Japan
$616K +$158K +2,838 +41%
WWM
1045
Western Wealth Management
Colorado
$606K +$16.2K +292 +3%
MIM
1046
Marco Investment Management
Georgia
$606K -$1.95K -35 -0.4%
CA
1047
Claro Advisors
Massachusetts
$605K -$7.68K -138 -1%
RPCONE
1048
Retirement Planning Company of New England
Rhode Island
$603K -$671K -12,065 -56%
BOH
1049
Bank of Hawaii
Hawaii
$603K +$530K +9,529 New
SAG
1050
SageView Advisory Group
California
$602K -$270K -4,846 -34%
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