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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
EM
1051
Excalibur Management
Massachusetts
$2.07M +$521 +4 +0%
COI
1052
Connable Office Inc
Michigan
$2.06M +$4.69K +36 +0.2%
FCBT
1053
First Citizens Bank & Trust
North Carolina
$2.05M +$21.5K +165 +1%
OL
1054
Owen LaRue
Kentucky
$2.03M +$195K +1,500 +12%
BG
1055
BDF Gestion
France
$2.03M -$665K -5,105 -10%
BLFG
1056
Brian Low Financial Group
Louisiana
$2.02M +$144K +1,110 +8%
VWM
1057
Venturi Wealth Management
Texas
$2.02M +$3.38K +26 +0.2%
IBOK
1058
Independence Bank of Kentucky
Kentucky
$2.02M -$254K -1,953 -12%
MWPCG
1059
Measured Wealth Private Client Group
New Hampshire
$2.01M -$53.6K -412 -3%
MTC
1060
Matrix Trust Company
Colorado
$2.01M -$629K -4,832 -25%
SPC
1061
Sigma Planning Corp
Michigan
$2M -$25.8K -198 -1%
LIM
1062
Longfellow Investment Management
Massachusetts
$2M
AIA
1063
Affinity Investment Advisors
California
$1.99M +$926K +7,116 +100%
CWP
1064
Concord Wealth Partners
Virginia
$1.99M -$35.7K -274 -2%
MAM
1065
MWA Asset Management
Massachusetts
$1.98M -$10.8K -83 -0.6%
CI
1066
CX Institutional
Indiana
$1.98M +$7.81K +60 +0.4%
BHC
1067
Bull Harbor Capital
Maryland
$1.97M +$186K +1,427 +11%
PCS
1068
Personal CFO Solutions
New Jersey
$1.96M +$7.55K +58 +0.4%
FCP
1069
Fidelis Capital Partners
Florida
$1.96M +$96.3K +740 +6%
OTL
1070
Oak Thistle LLC
New York
$1.96M +$1.82M +13,987 New
PWG
1071
Portside Wealth Group
Utah
$1.94M +$54.5K +419 +3%
CCWA
1072
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.94M +$1.81M +13,879 New
SIC
1073
Sterling Investment Counsel
New York
$1.94M +$31.5K +242 +2%
EWA
1074
EverSource Wealth Advisors
Alabama
$1.93M -$276K -2,120 -13%
CAU
1075
Caxton Associates (UK)
$1.92M -$782K -6,010 -30%