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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1051
Evercore Wealth Management
New York
$447K -$36.2K -724 -7%
9WM
1052
9258 Wealth Management
Ohio
$447K -$2.3K -46 -0.5%
CWM
1053
Cornerstone Wealth Management
Missouri
$447K +$106K +2,125 +28%
MA
1054
Mutual Advisors
Nebraska
$447K +$156K +3,116 +47%
FFN
1055
Focus Financial Network
Minnesota
$445K +$81.4K +1,627 +20%
HA
1056
Herold Advisors
New York
$444K +$200 +4 +0%
PCS
1057
Personal CFO Solutions
New Jersey
$442K +$18.9K +378 +4%
ER
1058
Enlightenment Research
Florida
$441K +$480K +9,599 New
CPWA
1059
Cerro Pacific Wealth Advisors
California
$440K -$206K -4,116 -30%
MFA
1060
Mayflower Financial Advisors
Massachusetts
$440K +$9.2K +184 +2%
EWA
1061
EP Wealth Advisors
California
$438K -$77.7K -1,553 -14%
Fisher Asset Management
1062
Fisher Asset Management
Washington
$438K +$79.8K +1,595 +20%
NB
1063
Nicolet Bankshares
Wisconsin
$437K -$15.9K -317 -3%
NW
1064
NewEdge Wealth
Pennsylvania
$437K +$107K +2,142 +29%
MC
1065
Middleton & Co
Massachusetts
$436K -$182K -3,640 -28%
ACIM
1066
Azimuth Capital Investment Management
Michigan
$436K +$475K +9,488 New
VVP
1067
Venture Visionary Partners
Ohio
$435K +$114K +2,278 +32%
RCAG
1068
Rehmann Capital Advisory Group
Michigan
$433K -$29.4K -587 -6%
ICG
1069
InterOcean Capital Group
Tennessee
$431K +$468K +9,363 New
SWM
1070
Silverlake Wealth Management
Vermont
$429K +$11.3K +226 +2%
QCG
1071
Quadrant Capital Group
Ohio
$427K +$141K +2,810 +43%
NIMI
1072
Natixis Investment Managers International
France
$426K +$76.3K +1,526 +20%
BS
1073
Boenning & Scattergood
Pennsylvania
$424K -$1.42M -28,486 -76%
HW
1074
Hancock Whitney
Mississippi
$418K +$17.5K +349 +4%
RPCONE
1075
Retirement Planning Company of New England
Rhode Island
$417K -$98.5K -1,969 -18%