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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1126
Whitener Capital Management
North Carolina
$718K -$59.1K -800 -8%
Carson Wealth (CWM LLC)
1127
Carson Wealth (CWM LLC)
Nebraska
$718K
SIG
1128
Sargent Investment Group
Maryland
$718K +$149K +2,015 +29%
SWMG
1129
Signature Wealth Management Group
Georgia
$714K +$16.4K +222 +3%
MBTD
1130
Mechanics Bank - Trust Department
California
$713K -$24.4K -330 -4%
CAN
1131
Claraphi Advisory Network
United States
$713K -$3.55K -48 -0.5%
CP
1132
Camelot Portfolios
Ohio
$713K +$40.2K +544 +6%
MLIC
1133
Mandatum Life Insurance Company
Finland
$711K
SMFS
1134
Squar Milner Financial Services
California
$711K +$193K +2,612 +41%
DWM
1135
Dorchester Wealth Management
Quebec, Canada
$706K -$96.7K -1,309 -13%
KTC
1136
Kistler-Tiffany Companies
Pennsylvania
$706K +$1.18K +16 +0.2%
LD
1137
Lipe & Dalton
New York
$701K -$2.22K -30 -0.3%
BSW
1138
Buckingham Strategic Wealth
Missouri
$698K +$9.01K +122 +1%
PWPS
1139
Pinnacle Wealth Planning Services
Ohio
$695K +$297K +4,018 +86%
SFA
1140
Sequoia Financial Advisors
Ohio
$691K -$42.9K -580 -6%
VCM
1141
Vivaldi Capital Management
Illinois
$687K -$288K -3,892 -31%
KCM
1142
Kornitzer Capital Management
Kansas
$687K
MCA
1143
Mercer Capital Advisers
New Jersey
$685K
SAM
1144
Seelaus Asset Management
New Jersey
$681K +$37K +501 +6%
KIA
1145
KCM Investment Advisors
California
$679K -$2.44K -33 -0.4%
RVPG
1146
Relative Value Partners Group
$679K
WAS
1147
WESPAC Advisors SoCal
California
$678K +$7.39K +100 +1%
LMAM
1148
Legg Mason Asset Management
Japan
$675K -$80.8K -1,094 -12%
HDIM
1149
Hanson & Doremus Investment Management
Vermont
$675K -$17.8K -241 -3%
AF
1150
Affiance Financial
Minnesota
$675K +$296 +4 +0%