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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1076
Exencial Wealth Advisors
Oklahoma
$417K +$99.4K +2,246 +38%
BAM
1077
BOS Asset Management
Illinois
$417K -$46.5K -1,051 -11%
LC
1078
Lindbrook Capital
California
$416K +$187K +4,226 +109%
PIA
1079
Powell Investment Advisors
Florida
$415K -$44.2K -998 -11%
IWM
1080
IHT Wealth Management
Illinois
$414K +$25.6K +578 +8%
MFA
1081
Mayflower Financial Advisors
Massachusetts
$414K +$6.86K +155 +2%
CIC
1082
Carnegie Investment Counsel
Ohio
$413K -$13.5K -305 -4%
FC
1083
Fusion Capital
South Carolina
$412K +$354K +8,005 New
JFG
1084
Jefferies Financial Group
New York
$411K – – –
FCP
1085
Fidelis Capital Partners
Florida
$409K -$13.2K -298 -4%
BFS
1086
Bard Financial Services
Connecticut
$409K +$5.53K +125 +2%
PI
1087
PineBridge Investments
New York
$409K – – –
H
1088
HoyleCohen
California
$408K -$118K -2,668 -25%
MCM
1089
Marathon Capital Management
Maryland
$408K -$29.9K -675 -8%
AHC
1090
Adell Harriman & Carpenter
Texas
$406K +$93.1K +2,103 +36%
OHWA
1091
Oak Hill Wealth Advisors
Virginia
$406K – – –
PCM
1092
Parsons Capital Management
Rhode Island
$405K -$22K -497 -6%
GSB
1093
Greenfield Savings Bank
Massachusetts
$404K -$26.7K -602 -7%
CWM
1094
Connecticut Wealth Management
Connecticut
$404K -$753 -17 -0.2%
NW
1095
NewEdge Wealth
Pennsylvania
$403K +$16.1K +364 +5%
BPC
1096
Banque Pictet & Cie
Switzerland
$399K -$221K -5,000 -39%
DBIA
1097
Dumont & Blake Investment Advisors
New Jersey
$399K -$15.3K -345 -4%
SF
1098
Summit Financial
New Jersey
$399K +$31.1K +703 +10%
CG
1099
CFO4Life Group
Texas
$399K -$4.03K -91 -1%
FB
1100
First Bancorp
Maine
$398K -$4.43K -100 -1%
42 43
44
45 46