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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
VFPI
1126
Vantage Financial Partners (Illinois)
Illinois
$325K -$79.6K -1,700 -19%
DAS
1127
Dynamic Advisor Solutions
Arizona
$322K -$53.5K -1,142 -14%
SPA
1128
Sherbrooke Park Advisers
New York
$322K +$328K +7,000 New
LA
1129
Legacy Advisors
Pennsylvania
$321K -$9.55K -204 -3%
WI
1130
WBI Investments
New Jersey
$321K -$3.46M -73,922 -91%
PPW
1131
Parcion Private Wealth
Washington
$320K -$94 -2 -0%
APW
1132
Aurora Private Wealth
New Jersey
$319K -$8.1K -173 -2%
SPW
1133
Sonoma Private Wealth
California
$318K +$324K +6,911 New
FMLI
1134
Fukoku Mutual Life Insurance
Japan
$318K
CA
1135
Calton & Associates
Florida
$317K -$22.1K -471 -6%
VC
1136
Vicus Capital
Pennsylvania
$317K -$25.1K -536 -7%
BHBT
1137
Burke & Herbert Bank & Trust
Virginia
$316K -$15.2K -325 -5%
IIC
1138
Integrated Investment Consultants
Michigan
$316K +$83.6K +1,785 +35%
SF
1139
Summit Financial
New Jersey
$313K +$23.7K +507 +8%
VCM
1140
Virtue Capital Management
Tennessee
$312K -$84K -1,793 -21%
Vanguard Capital Wealth Advisors
1141
Vanguard Capital Wealth Advisors
Colorado
$310K +$3.84K +82 +1%
MSA
1142
Marino Stram & Associates
Massachusetts
$308K +$3.93K +84 +1%
JE
1143
JMAC Enterprises
Pennsylvania
$308K -$749 -16 -0.2%
LWM
1144
Laidlaw Wealth Management
New York
$307K +$89.1K +1,903 +40%
TFA
1145
Transamerica Financial Advisors
Florida
$307K -$35.7K -762 -10%
LWM
1146
LJI Wealth Management
Indiana
$307K -$11.7K -249 -4%
FFP
1147
FourThought Financial Partners
Florida
$306K -$24.3K -519 -7%
TCWM
1148
Total Clarity Wealth Management
Illinois
$306K +$311K +6,644 New
CIM
1149
CIM Investment Management
Pennsylvania
$304K +$703 +15 +0.2%
JCM
1150
Janney Capital Management
Pennsylvania
$303K -$749 -16 -0.2%