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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1101
Herold Advisors
New York
$516K +$49.4K +800 +9%
CBB
1102
Citizens Business Bank
California
$514K -$371 -6 -0.1%
FNBOMD
1103
First National Bank of Mount Dora
Florida
$510K -$451K -7,301 -43%
CPIG
1104
Chicago Partners Investment Group
Illinois
$509K +$158K +2,563 +33%
SL
1105
Summitry LLC
California
$506K -$34.2M -553,146 -98%
VC
1106
Vicus Capital
Pennsylvania
$503K +$13.4K +217 +2%
MFA
1107
Mayflower Financial Advisors
Massachusetts
$502K +$18.5K +299 +3%
BFS
1108
Bard Financial Services
Connecticut
$499K +$286K +4,625 +98%
SFA
1109
Sequoia Financial Advisors
Ohio
$498K -$5.99K -97 -1%
TW
1110
TrinityPoint Wealth
Connecticut
$494K -$48.9K -791 -8%
PCS
1111
Personal CFO Solutions
New Jersey
$492K -$1.36K -22 -0.2%
CFGS
1112
Concourse Financial Group Securities
Alabama
$491K -$28.2K -457 -5%
GA
1113
GraniteShares Advisors
New York
$491K +$568K +9,199 New
VCP
1114
Verus Capital Partners
Arizona
$490K +$586K +9,490 New
IA
1115
IFG Advisors
Missouri
$487K +$1.73K +28 +0.3%
SWM
1116
Silverlake Wealth Management
Vermont
$486K +$1.42K +23 +0.3%
SS
1117
Sunbelt Securities
Texas
$485K -$61.4K -994 -10%
DBIA
1118
Dumont & Blake Investment Advisors
New Jersey
$485K +$4.82K +78 +0.9%
EP
1119
Elkhorn Partners
Nebraska
$483K +$1.85K +30 +0.3%
SWMP
1120
Signature Wealth Management Partners
New Jersey
$483K +$559K +9,052 New
PA
1121
Parallel Advisors
California
$482K +$33.7K +546 +7%
SKK
1122
Shepherd Kaplan Krochuk
Massachusetts
$481K – – –
CFG
1123
Cooper Financial Group
California
$481K +$85.4K +1,383 +18%
UAML
1124
US Asset Management LLC
Pennsylvania
$480K +$3.15K +51 +0.6%
BPM
1125
Bowling Portfolio Management
Ohio
$478K -$72.7K -1,177 -12%
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