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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
FAL
1101
Focused Alpha LLC
Colorado
$1.86M -$1.27M -9,788 -42%
PCM
1102
Pinnbrook Capital Management
New York
$1.86M +$1.73M +13,300 New
SAG
1103
SageView Advisory Group
California
$1.86M +$110K +846 +7%
EP
1104
Edgestream Partners
New Jersey
$1.85M -$201K -1,541 -10%
KIG
1105
Kennedy Investment Group
New Jersey
$1.83M +$372K +2,855 +28%
XT
1106
XTX Topco
Cayman Islands
$1.83M -$21M -161,449 -93%
MC
1107
Moors & Cabot
Massachusetts
$1.83M -$37.5K -288 -2%
LB
1108
Legacy Bridge
Iowa
$1.83M -$29.9K -230 -2%
MFF
1109
Michels Family Financial
Texas
$1.82M -$25.8K -198 -1%
HSA
1110
HBK Sorce Advisory
Pennsylvania
$1.81M +$781 +6 +0%
DWM
1111
Darwin Wealth Management
Florida
$1.8M +$1.65M +12,686 +7,831%
WC
1112
Waterloo Capital
Texas
$1.79M +$29K +223 +2%
BCP
1113
Berkeley Capital Partners
Georgia
$1.78M -$250K -1,922 -13%
JFGLC
1114
Johnson Financial Group LLC (Colorado)
Colorado
$1.77M +$1.65M +12,676 New
FRA
1115
Frank Rimerman Advisors
California
$1.77M – – –
WAP
1116
Wealthcare Advisory Partners
Pennsylvania
$1.76M -$620K -4,764 -27%
CA
1117
Carson Advisory
Georgia
$1.76M -$20.7K -159 -1%
WA
1118
Wealth Alliance
New York
$1.75M +$527K +4,052 +48%
BCM
1119
Birmingham Capital Management
Alabama
$1.75M – – –
MWM
1120
Mission Wealth Management
California
$1.74M +$899K +6,903 +125%
RWB
1121
RMR Wealth Builders
New Jersey
$1.74M +$42.6K +327 +3%
PTC
1122
Private Trust Company
Ohio
$1.73M -$78.1K -600 -5%
WWM
1123
Western Wealth Management
Colorado
$1.72M -$27.9K -214 -2%
SFS
1124
Sowell Financial Services
Arkansas
$1.7M +$8.59K +66 +0.5%
CRM
1125
Cramer Rosenthal McGlynn
Connecticut
$1.7M -$517K -3,972 -25%