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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
BP
1101
Ballentine Partners
Massachusetts
$398K +$15.4K +347 +5%
SIG
1102
Sargent Investment Group
Maryland
$397K +$19.5K +440 +6%
BWG
1103
Beta Wealth Group
California
$397K +$40.1K +906 +13%
WPW
1104
Waldron Private Wealth
Pennsylvania
$395K -$36.7K -828 -10%
TIMH
1105
Tilt Investment Management Holdings
New York
$394K -$113K -2,549 -25%
CAMV
1106
Concord Asset Management (Virginia)
Virginia
$393K -$668K -15,094 -66%
PWMG
1107
Prestige Wealth Management Group
New Jersey
$391K +$30.4K +686 +10%
FIC
1108
FCG Investment Company
Tennessee
$390K +$336K +7,588 New
JIC
1109
Johnson Investment Counsel
Ohio
$390K -$43.9K -992 -12%
BWP
1110
BSW Wealth Partners
Colorado
$390K -$5.27K -119 -2%
Vanguard Capital Wealth Advisors
1111
Vanguard Capital Wealth Advisors
Colorado
$388K +$25.1K +566 +8%
DAM
1112
Delta Asset Management
Tennessee
$388K
RPCA
1113
Running Point Capital Advisors
California
$388K -$40.2K -909 -11%
SPC
1114
Sigma Planning Corp
Michigan
$387K -$522K -11,795 -61%
MA
1115
MCF Advisors
Kentucky
$387K -$32K -723 -9%
EP
1116
Elkhorn Partners
Nebraska
$386K -$64.2K -1,450 -16%
SAI
1117
Savvy Advisors Inc
New York
$385K +$331K +7,487 New
MC
1118
Machina Capital
France
$385K -$594K -13,407 -64%
BSW
1119
Buckingham Strategic Wealth
Missouri
$384K -$155K -3,496 -32%
FM
1120
Foster & Motley
Ohio
$382K +$329K +7,430 New
CS
1121
Capital Square
Tennessee
$381K +$99.8K +2,255 +44%
OC
1122
Opinicus Capital
Florida
$379K +$326K +7,371 New
MC
1123
Maverick Capital
Texas
$379K +$326K +7,369 New
Jennison Associates
1124
Jennison Associates
New York
$376K +$323K +7,302 New
CFO
1125
CVA Family Office
Colorado
$374K +$81K +1,830 +34%