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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1101
Advisornet Financial
Minnesota
$536K +$25.5K +413 +5%
BRIA
1102
Balanced Rock Investment Advisors
Massachusetts
$531K -$9.49K -154 -2%
AFAS
1103
Acorn Financial Advisory Services
Virginia
$531K +$2.65K +43 +0.5%
MWM
1104
Modera Wealth Management
New Jersey
$524K -$40.4K -655 -7%
RAM
1105
Ramirez Asset Management
New York
$523K +$508K +8,235 New
BWG
1106
Beta Wealth Group
California
$521K +$24.5K +397 +5%
UAML
1107
US Asset Management LLC
Pennsylvania
$521K -$18K -292 -3%
SAI
1108
Savvy Advisors Inc
New York
$520K +$52.8K +857 +12%
AWM
1109
Alterna Wealth Management
Texas
$520K -$285K -4,629 -36%
WJWM
1110
Williams Jones Wealth Management
New York
$519K -$11.3K -184 -2%
QCG
1111
Quadrant Capital Group
Ohio
$516K +$33.8K +549 +7%
SB
1112
Simmons Bank
Arkansas
$514K -$6.41K -104 -1%
CIC
1113
Carnegie Investment Counsel
Ohio
$508K +$6.17K +100 +1%
BFS
1114
Bard Financial Services
Connecticut
$504K – – –
WAM
1115
WNY Asset Management
New York
$504K -$70.2K -1,139 -13%
QPWM
1116
Quadrant Private Wealth Management
Pennsylvania
$501K +$21.2K +344 +5%
NSIM
1117
North Star Investment Management
Illinois
$500K +$4.93K +80 +1%
SGI
1118
Summit Global Investments
Utah
$499K -$190K -3,074 -28%
IAMOG
1119
Investors Asset Management of Georgia
Georgia
$498K -$30.8K -500 -6%
MPWT
1120
MassMutual Private Wealth & Trust
Connecticut
$495K +$51.2K +831 +12%
PCM
1121
Parsons Capital Management
Rhode Island
$493K -$14.8K -240 -3%
CF
1122
Centaurus Financial
California
$492K -$652K -10,583 -58%
NLP
1123
Next Level Private
New York
$491K +$3.14K +51 +0.7%
MGIA
1124
Moneta Group Investment Advisors
Missouri
$488K +$19.5K +317 +4%
GIA
1125
Gateway Investment Advisers
Ohio
$488K -$6.05M -98,091 -93%
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