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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
1051
Acorn Financial Advisory Services
Virginia
$406K -$21.9K -444 -4%
CWM
1052
Cornerstone Wealth Management
Missouri
$406K +$1.28K +26 +0.3%
DG
1053
DMC Group
Alabama
$406K +$68.9K +1,395 +17%
TFCP
1054
Twin Focus Capital Partners
Massachusetts
$405K -$19.4K -393 -4%
WSFS
1055
Wilmington Savings Fund Society
Delaware
$405K – – –
CGH
1056
CMG Global Holdings
Texas
$402K -$42.3K -857 -8%
AFC
1057
AFT Forsyth & Company
Florida
$401K -$15.6K -315 -3%
ACA
1058
Anchor Capital Advisors
Massachusetts
$401K -$7.16K -145 -1%
WFA
1059
Wipfli Financial Advisors
Wisconsin
$400K +$474K +9,604 New
TCWM
1060
Total Clarity Wealth Management
Illinois
$399K +$74.4K +1,505 +19%
FFN
1061
Focus Financial Network
Minnesota
$399K -$5.09K -103 -1%
WFS
1062
Widmann Financial Services
Maryland
$399K +$212K +4,283 +81%
FFA
1063
Founders Financial Alliance
North Carolina
$398K +$46.9K +949 +11%
SIG
1064
Sargent Investment Group
Maryland
$393K -$60.5K -1,225 -12%
NB
1065
Northwest Bancshares
Pennsylvania
$393K +$39.1K +792 +9%
BBI
1066
Baxter Bros Inc
Connecticut
$393K +$47K +952 +11%
SWM
1067
Silverlake Wealth Management
Vermont
$392K +$4.54K +92 +1%
ET
1068
Equitable Trust
Tennessee
$392K +$70.7K +1,432 +18%
PIA
1069
Powell Investment Advisors
Florida
$391K +$168K +3,409 +57%
PA
1070
Parallel Advisors
California
$390K -$79.8K -1,615 -15%
HT
1071
HighTower Trust
Texas
$390K +$462K +9,351 New
JWWM
1072
Johnson & White Wealth Management
Pennsylvania
$390K +$463K +9,367 New
JIC
1073
Johnson Investment Counsel
Ohio
$389K +$58.3K +1,180 +14%
AWM
1074
Alterna Wealth Management
Texas
$387K -$88.9K -1,800 -16%
WPW
1075
Waldron Private Wealth
Pennsylvania
$385K -$75.6K -1,531 -14%