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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
RBA
1026
Richard Bernstein Advisors
New York
$1.76M – – –
TCWA
1027
Turtle Creek Wealth Advisors
Texas
$1.76M +$202K +1,775 +13%
DSC
1028
Daytona Street Capital
Missouri
$1.75M – – –
PCMK
1029
Paragon Capital Management (Kansas)
Kansas
$1.75M -$11K -97 -0.6%
AIM
1030
Aigen Investment Management
New York
$1.75M +$1.32M +11,628 +308%
GWM
1031
Gibbs Wealth Management
Georgia
$1.74M +$861K +7,563 +97%
MGIA
1032
Moneta Group Investment Advisors
Missouri
$1.74M +$164K +1,438 +10%
AC
1033
Apella Capital
Connecticut
$1.73M +$988K +8,672 +195%
RSWM
1034
Robertson Stephens Wealth Management
California
$1.73M +$42.9K +377 +3%
NERM
1035
New England Research & Management
Illinois
$1.73M +$1.73M +15,227 New
WFS
1036
Widmann Financial Services
Maryland
$1.72M -$3.76K -33 -0.2%
CCA
1037
Checchi Capital Advisers
California
$1.72M +$161K +1,410 +10%
FCFC
1038
First Commonwealth Financial Corp
Pennsylvania
$1.72M +$139K +1,221 +9%
SIG
1039
Sargent Investment Group
Maryland
$1.72M +$298K +2,619 +21%
HFM
1040
Harvest Fund Management
China
$1.72M -$676K -5,940 -28%
CW
1041
CreativeOne Wealth
Kansas
$1.7M -$187K -1,646 -10%
SWM
1042
Shrier Wealth Management
California
$1.7M +$79.1K +695 +5%
CWA
1043
Clarus Wealth Advisors
Arizona
$1.69M +$1.64M +14,405 New
ST
1044
Somerset Trust
Pennsylvania
$1.69M +$27.6K +242 +2%
IFG
1045
Independent Financial Group
California
$1.68M -$631K -5,545 -27%
EP
1046
Edgestream Partners
New Jersey
$1.67M -$4.16M -36,524 -71%
MWPCG
1047
Measured Wealth Private Client Group
New Hampshire
$1.67M -$30.4K -267 -2%
EM
1048
Excalibur Management
Massachusetts
$1.67M +$7.29K +64 +0.4%
SWM
1049
SeaCrest Wealth Management
New York
$1.67M -$74.2K -652 -4%
BAM
1050
Boyar Asset Management
New York
$1.67M -$122K -1,075 -7%
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