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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
1126
Highland Private Wealth Management
Washington
$249K +$226K +4,191 New
NAM
1127
NTV Asset Management
West Virginia
$249K +$227K +4,206 New
CWM
1128
Connecticut Wealth Management
Connecticut
$248K +$223K +4,133 New
CPO
1129
Cerity Partners OCIO
New York
$248K +$225K +4,168 New
CCM
1130
Check Capital Management
California
$246K +$223K +4,134 New
FCI
1131
Financial Counselors Inc
Kansas
$246K +$223K +4,141 New
SCA
1132
Snowden Capital Advisors
New York
$245K -$8.26K -153 -4%
AssetMark Inc
1133
AssetMark Inc
California
$245K +$2K +37 +0.9%
PFS
1134
Prospera Financial Services
Texas
$245K +$222K +4,109 New
YU
1135
Yale University
Connecticut
$244K +$221K +4,098 New
APP
1136
Avantax Planning Partners
Iowa
$244K +$221K +4,103 New
CNBT
1137
Canandaigua National Bank & Trust
New York
$244K +$223K +4,136 New
OFW
1138
Omnia Family Wealth
Florida
$241K +$219K +4,055 New
AWA
1139
Arete Wealth Advisors
Illinois
$240K -$54.8K -1,016 -20%
EIP
1140
Epoch Investment Partners
New York
$239K +$217K +4,023 New
WA
1141
WBH Advisory
Maryland
$238K +$216K +4,005 New
GS
1142
Girard Securities
California
$238K +$216K +4,007 New
CGL
1143
Clarius Group LLC
Washington
$235K -$336K -6,224 -61%
NYLT
1144
New York Life Trust
New York
$233K +$75.8K +1,405 +56%
LIC
1145
Lodestar Investment Counsel
Illinois
$231K +$209K +3,880 New
B
1146
Bailard
California
$231K +$210K +3,890 New
Cetera Investment Advisers
1147
Cetera Investment Advisers
Illinois
$231K +$210K +3,892 New
VFPI
1148
Vantage Financial Partners (Illinois)
Illinois
$231K +$210K +3,900 New
WEC
1149
Winslow Evans & Crocker
Massachusetts
$231K +$11.4K +212 +6%
CWM
1150
Cornerstone Wealth Management
Missouri
$229K +$204K +3,784 New