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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
1076
GeoWealth Management
Illinois
$554K +$154K +2,772 +46%
WI
1077
WBI Investments
New Jersey
$552K -$2.1M -37,769 -81%
CAMV
1078
Concord Asset Management (Virginia)
Virginia
$550K +$59.5K +1,070 +14%
JPWM
1079
Jamison Private Wealth Management
Georgia
$548K +$220K +3,954 +84%
CFG
1080
Citizens Financial Group
Rhode Island
$546K -$6.37M -114,495 -93%
CL
1081
Choreo LLC
Illinois
$545K +$121K +2,174 +34%
AC
1082
AlphaCore Capital
California
$543K +$15.6K +281 +3%
MSR
1083
Main Street Research
Connecticut
$541K +$478K +8,597 New
BRIA
1084
Balanced Rock Investment Advisors
Massachusetts
$539K -$151K -2,709 -24%
TFCP
1085
Twin Focus Capital Partners
Massachusetts
$538K -$111K -2,000 -19%
RC
1086
RBF Capital
California
$538K – – –
6F
1087
626 Financial
Michigan
$537K +$11.5K +206 +2%
UAML
1088
US Asset Management LLC
Pennsylvania
$537K -$9.4K -169 -2%
LC
1089
Lindbrook Capital
California
$537K +$22.2K +399 +5%
DAS
1090
Dynamic Advisor Solutions
Arizona
$534K +$33K +593 +8%
FLPIM
1091
F.L. Putnam Investment Management
Massachusetts
$529K -$278 -5 -0.1%
WJWM
1092
Williams Jones Wealth Management
New York
$529K -$32.1K -577 -6%
IAMOG
1093
Investors Asset Management of Georgia
Georgia
$528K -$48.4K -870 -9%
AFAS
1094
Acorn Financial Advisory Services
Virginia
$527K -$38.5K -691 -8%
AC
1095
ASB Consultores
Florida
$526K +$463K +8,316 New
BCM
1096
Brookstone Capital Management
Illinois
$522K -$14.9M -267,300 -97%
SB
1097
Simmons Bank
Arkansas
$519K -$63.2K -1,135 -12%
WE
1098
Wealth Effects
Massachusetts
$519K +$145K +2,600 +46%
RI
1099
Ridgewood Investments
New Jersey
$517K -$1K -18 -0.2%
WWMSC
1100
Wagner Wealth Management (South Carolina)
South Carolina
$513K +$452K +8,115 New
42 43
44
45 46