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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1101
Pitcairn Wealth Advisors
Pennsylvania
$1.49M +$55K +483 +4%
IIM
1102
Intact Investment Management
Quebec, Canada
$1.49M – – –
WANY
1103
Wealthspire Advisors (New York)
New York
$1.48M -$1.06M -9,326 -42%
LS
1104
Livforsakringsbolaget Skandia
Sweden
$1.48M – – –
OL
1105
Owen LaRue
Kentucky
$1.48M -$150K -1,320 -9%
VCM
1106
Voleon Capital Management
California
$1.48M -$7.88M -69,197 -84%
PTC
1107
Private Trust Company
Ohio
$1.47M -$46.5K -408 -3%
UB
1108
UMB Bank
Missouri
$1.45M -$226K -1,983 -13%
WWM
1109
Walser Wealth Management
Florida
$1.45M +$131K +1,147 +10%
SWM
1110
Shelton Wealth Management
Texas
$1.45M -$288K -2,533 -17%
CA
1111
Carson Advisory
Georgia
$1.44M -$59.8K -525 -4%
FRA
1112
Frank Rimerman Advisors
California
$1.44M – – –
BHC
1113
Bull Harbor Capital
Maryland
$1.43M +$1.44M +12,647 New
AAM
1114
Alphadyne Asset Management
New York
$1.43M +$1.44M +12,637 New
FFM
1115
Fisher Funds Management
New Zealand
$1.43M – – –
KA
1116
Kovack Advisors
Florida
$1.43M -$64.2K -564 -4%
WC
1117
Waterloo Capital
Texas
$1.42M +$73.1K +642 +5%
BCM
1118
Birmingham Capital Management
Alabama
$1.42M – – –
WWM
1119
Western Wealth Management
Colorado
$1.42M +$198K +1,735 +16%
SAG
1120
SageView Advisory Group
California
$1.41M +$27.7K +243 +2%
WG
1121
Wellington Group
Indiana
$1.4M +$1.41M +12,360 New
MFS
1122
Mattson Financial Services
Michigan
$1.4M -$97.5K -856 -6%
SW
1123
SVB Wealth
Massachusetts
$1.4M -$32.7K -287 -2%
CAMV
1124
Concord Asset Management (Virginia)
Virginia
$1.4M +$1.14K +10 +0.1%
CRC
1125
Curi RMB Capital
Illinois
$1.39M -$19.7K -173 -1%