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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
PCS
1076
Personal CFO Solutions
New Jersey
$656K +$168K +2,404 +35%
CL
1077
CSS LLC
Illinois
$653K – – –
WA
1078
Wealth Alliance
New York
$652K +$3.77K +54 +0.6%
TPWA
1079
TRUE Private Wealth Advisors
Oregon
$649K -$34.4K -492 -5%
HA
1080
Herold Advisors
New York
$648K +$646K +9,246 New
IIM
1081
Ironwood Investment Management
Massachusetts
$647K -$10.5K -150 -2%
IBOK
1082
Independence Bank of Kentucky
Kentucky
$647K +$102K +1,456 +19%
HCM
1083
Hodges Capital Management
Texas
$646K +$20.9K +299 +3%
BFEC
1084
Benjamin F. Edwards & Company
Missouri
$644K -$103K -1,473 -14%
EM
1085
Excalibur Management
Massachusetts
$640K +$12.4K +178 +2%
PWPS
1086
Pinnacle Wealth Planning Services
Ohio
$640K +$13.2K +189 +2%
Vanguard Capital Wealth Advisors
1087
Vanguard Capital Wealth Advisors
Colorado
$639K -$121K -1,724 -16%
IA
1088
IFG Advisors
Missouri
$639K +$17.2K +246 +3%
FHB
1089
First Hawaiian Bank
Hawaii
$637K -$59.6K -852 -9%
DBIA
1090
Dumont & Blake Investment Advisors
New Jersey
$635K +$19.2K +275 +3%
SKK
1091
Shepherd Kaplan Krochuk
Massachusetts
$632K – – –
PFBT
1092
Parkside Financial Bank & Trust
Missouri
$630K +$28.9K +414 +5%
PFS
1093
Prospera Financial Services
Texas
$628K +$124K +1,770 +25%
UAML
1094
US Asset Management LLC
Pennsylvania
$627K +$625K +8,939 New
LSPW
1095
Lake Street Private Wealth
Illinois
$625K +$24.5K +351 +4%
KLCM
1096
KG&L Capital Management
Louisiana
$614K -$125K -1,783 -17%
NL
1097
NWAM LLC
Washington
$613K -$45.1K -645 -7%
Fayez Sarofim & Co
1098
Fayez Sarofim & Co
Texas
$607K -$1.32M -18,889 -69%
WSTAM
1099
Wilbanks Smith & Thomas Asset Management
Virginia
$607K +$4.89K +70 +0.8%
IC
1100
Inscription Capital
Texas
$603K +$601K +8,597 New