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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1051
Cornerstone Wealth Management
Missouri
$447K +$106K +2,125 +28%
MA
1052
Mutual Advisors
Nebraska
$447K +$156K +3,116 +47%
FFN
1053
Focus Financial Network
Minnesota
$445K +$81.4K +1,627 +20%
HA
1054
Herold Advisors
New York
$444K +$200 +4 +0%
PCS
1055
Personal CFO Solutions
New Jersey
$442K +$18.9K +378 +4%
ER
1056
Enlightenment Research
Florida
$441K +$480K +9,599 New
CPWA
1057
Cerro Pacific Wealth Advisors
California
$440K -$206K -4,116 -30%
MFA
1058
Mayflower Financial Advisors
Massachusetts
$440K +$9.2K +184 +2%
EWA
1059
EP Wealth Advisors
California
$438K -$77.7K -1,553 -14%
Fisher Asset Management
1060
Fisher Asset Management
Washington
$438K +$79.8K +1,595 +20%
NB
1061
Nicolet Bankshares
Wisconsin
$437K -$15.9K -317 -3%
NW
1062
NewEdge Wealth
Pennsylvania
$437K +$107K +2,142 +29%
MC
1063
Middleton & Co
Massachusetts
$436K -$182K -3,640 -28%
ACIM
1064
Azimuth Capital Investment Management
Michigan
$436K +$475K +9,488 New
VVP
1065
Venture Visionary Partners
Ohio
$435K +$114K +2,278 +32%
RCAG
1066
Rehmann Capital Advisory Group
Michigan
$433K -$29.4K -587 -6%
ICG
1067
InterOcean Capital Group
Tennessee
$431K +$468K +9,363 New
SWM
1068
Silverlake Wealth Management
Vermont
$429K +$11.3K +226 +2%
QCG
1069
Quadrant Capital Group
Ohio
$427K +$141K +2,810 +43%
NIMI
1070
Natixis Investment Managers International
France
$426K +$76.3K +1,526 +20%
BS
1071
Boenning & Scattergood
Pennsylvania
$424K -$1.42M -28,486 -76%
HW
1072
Hancock Whitney
Mississippi
$418K +$17.5K +349 +4%
RPCONE
1073
Retirement Planning Company of New England
Rhode Island
$417K -$98.5K -1,969 -18%
FNBOMD
1074
First National Bank of Mount Dora
Florida
$416K -$26.4K -528 -6%
UAML
1075
US Asset Management LLC
Pennsylvania
$415K +$1.7K +34 +0.4%