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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1101
Moors & Cabot
Massachusetts
$1.83M -$37.5K -288 -2%
LB
1102
Legacy Bridge
Iowa
$1.83M -$29.9K -230 -2%
MFF
1103
Michels Family Financial
Texas
$1.82M -$25.8K -198 -1%
HSA
1104
HBK Sorce Advisory
Pennsylvania
$1.81M +$781 +6 +0%
DWM
1105
Darwin Wealth Management
Florida
$1.8M +$1.65M +12,686 +7,831%
WC
1106
Waterloo Capital
Texas
$1.79M +$29K +223 +2%
BCP
1107
Berkeley Capital Partners
Georgia
$1.78M -$250K -1,922 -13%
JFGLC
1108
Johnson Financial Group LLC (Colorado)
Colorado
$1.77M +$1.65M +12,676 New
FRA
1109
Frank Rimerman Advisors
California
$1.77M – – –
WAP
1110
Wealthcare Advisory Partners
Pennsylvania
$1.76M -$620K -4,764 -27%
CA
1111
Carson Advisory
Georgia
$1.76M -$20.7K -159 -1%
WA
1112
Wealth Alliance
New York
$1.75M +$527K +4,052 +48%
BCM
1113
Birmingham Capital Management
Alabama
$1.75M – – –
MWM
1114
Mission Wealth Management
California
$1.74M +$899K +6,903 +125%
RWB
1115
RMR Wealth Builders
New Jersey
$1.74M +$42.6K +327 +3%
PTC
1116
Private Trust Company
Ohio
$1.73M -$78.1K -600 -5%
WWM
1117
Western Wealth Management
Colorado
$1.72M -$27.9K -214 -2%
SFS
1118
Sowell Financial Services
Arkansas
$1.7M +$8.59K +66 +0.5%
CRM
1119
Cramer Rosenthal McGlynn
Connecticut
$1.7M -$517K -3,972 -25%
ISWM
1120
Intesa Sanpaolo Wealth Management
$1.69M +$289K +2,217 +22%
CRC
1121
Curi RMB Capital
Illinois
$1.69M -$28.8K -221 -2%
RWM
1122
Riverbend Wealth Management
South Carolina
$1.69M +$21.2K +163 +1%
CAG
1123
Csenge Advisory Group
Florida
$1.68M +$362K +2,783 +30%
CAMV
1124
Concord Asset Management (Virginia)
Virginia
$1.68M -$38.5K -296 -2%
KAS
1125
KPP Advisory Services
Kentucky
$1.67M -$224K -1,717 -13%
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