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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
1026
Transcend Capital Advisors
New Jersey
$1.76M -$272K -2,388 -13%
AAS
1027
Ameritas Advisory Services
Nebraska
$1.76M -$14.2K -125 -0.8%
RBA
1028
Richard Bernstein Advisors
New York
$1.76M – – –
TCWA
1029
Turtle Creek Wealth Advisors
Texas
$1.76M +$202K +1,775 +13%
DSC
1030
Daytona Street Capital
Missouri
$1.75M – – –
PCMK
1031
Paragon Capital Management (Kansas)
Kansas
$1.75M -$11K -97 -0.6%
AIM
1032
Aigen Investment Management
New York
$1.75M +$1.32M +11,628 +308%
GWM
1033
Gibbs Wealth Management
Georgia
$1.74M +$861K +7,563 +97%
MGIA
1034
Moneta Group Investment Advisors
Missouri
$1.74M +$164K +1,438 +10%
AC
1035
Apella Capital
Connecticut
$1.73M +$988K +8,672 +195%
RSWM
1036
Robertson Stephens Wealth Management
California
$1.73M +$42.9K +377 +3%
NERM
1037
New England Research & Management
Illinois
$1.73M +$1.73M +15,227 New
WFS
1038
Widmann Financial Services
Maryland
$1.72M -$3.76K -33 -0.2%
CCA
1039
Checchi Capital Advisers
California
$1.72M +$161K +1,410 +10%
FCFC
1040
First Commonwealth Financial Corp
Pennsylvania
$1.72M +$139K +1,221 +9%
SIG
1041
Sargent Investment Group
Maryland
$1.72M +$298K +2,619 +21%
HFM
1042
Harvest Fund Management
China
$1.72M -$676K -5,940 -28%
CW
1043
CreativeOne Wealth
Kansas
$1.7M -$187K -1,646 -10%
SWM
1044
Shrier Wealth Management
California
$1.7M +$79.1K +695 +5%
CWA
1045
Clarus Wealth Advisors
Arizona
$1.69M +$1.64M +14,405 New
ST
1046
Somerset Trust
Pennsylvania
$1.69M +$27.6K +242 +2%
IFG
1047
Independent Financial Group
California
$1.68M -$631K -5,545 -27%
EP
1048
Edgestream Partners
New Jersey
$1.67M -$4.16M -36,524 -71%
MWPCG
1049
Measured Wealth Private Client Group
New Hampshire
$1.67M -$30.4K -267 -2%
EM
1050
Excalibur Management
Massachusetts
$1.67M +$7.29K +64 +0.4%
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