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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
1126
Janney Capital Management
Pennsylvania
$329K +$87.3K +1,768 +29%
BWP
1127
BSW Wealth Partners
Colorado
$328K -$3.46K -70 -0.9%
GITFIT
1128
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$327K – – –
JE
1129
JMAC Enterprises
Pennsylvania
$326K +$89K +1,801 +30%
DAM
1130
Delta Asset Management
Tennessee
$324K – – –
GWM
1131
Geneos Wealth Management
Colorado
$322K -$192K -3,889 -33%
PCIA
1132
Prime Capital Investment Advisors
Kansas
$319K +$15.5K +313 +4%
BJL
1133
Brighton Jones LLC
Washington
$319K +$79K +1,599 +26%
IBOK
1134
Independence Bank of Kentucky
Kentucky
$317K -$59K -1,195 -14%
AF
1135
Advisornet Financial
Minnesota
$317K +$4.5K +91 +1%
IA
1136
IFG Advisory
Georgia
$317K +$377K +7,627 New
IAG
1137
Investmark Advisory Group
Connecticut
$313K +$16.3K +329 +5%
JWM
1138
Jeppson Wealth Management
California
$312K +$6.52K +132 +2%
CAG
1139
Csenge Advisory Group
Florida
$311K +$64.3K +1,301 +21%
Fisher Asset Management
1140
Fisher Asset Management
Washington
$310K -$103K -2,080 -22%
BHBT
1141
Burke & Herbert Bank & Trust
Virginia
$310K – – –
SC
1142
Steph & Co
Wisconsin
$310K +$3.71K +75 +1%
EWM
1143
Evercore Wealth Management
New York
$309K -$114K -2,300 -24%
EWA
1144
Exencial Wealth Advisors
Oklahoma
$309K +$92.3K +1,869 +34%
CW
1145
CreativeOne Wealth
Kansas
$306K +$22.8K +462 +7%
GEA
1146
Glen Eagle Advisors
New Jersey
$306K -$5.83K -118 -2%
WPC
1147
Wedmont Private Capital
Pennsylvania
$305K -$41.8K -847 -10%
SFFS
1148
Stonehage Fleming Financial Services
Jersey
$305K +$76.2K +1,543 +27%
Q
1149
QVR
California
$305K +$241K +4,873 +199%
XWM
1150
Xcel Wealth Management
Florida
$302K -$17.5K -354 -5%