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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1126
Advisornet Financial
Minnesota
$272K -$79.9K -1,821 -22%
JE
1127
JMAC Enterprises
Pennsylvania
$271K -$4.43K -101 -2%
FFP
1128
FourThought Financial Partners
Florida
$271K -$2.55K -58 -0.9%
HW
1129
Hancock Whitney
Mississippi
$271K -$86.6K -1,974 -23%
WMP
1130
Wealth Management Partners
Arizona
$270K +$7.02K +160 +3%
SFP
1131
Shepherd Financial Partners
Massachusetts
$268K +$43.9K +1,000 +18%
SCM
1132
Shapiro Capital Management
Georgia
$268K – – –
GL
1133
Graypoint LLC
New York
$267K -$94.2K -2,147 -25%
BDWCC
1134
B&D White Capital Company
Texas
$267K +$285K +6,500 New
EIP
1135
Epoch Investment Partners
New York
$266K -$116K -2,654 -29%
GWM
1136
Geneos Wealth Management
Colorado
$266K +$16.9K +386 +6%
CIM
1137
CIM Investment Management
Pennsylvania
$265K -$6.89K -157 -2%
RWA
1138
River Wealth Advisors
Pennsylvania
$264K -$208K -4,731 -42%
CL
1139
COWA LLC
Oklahoma
$263K – – –
CIA
1140
Cladis Investment Advisory
Montana
$263K +$6.98K +159 +3%
CWS
1141
Confluence Wealth Services
Pennsylvania
$262K +$280K +6,370 New
GI
1142
Gradient Investments
Minnesota
$261K +$4.52K +103 +2%
VC
1143
Vicus Capital
Pennsylvania
$260K -$24.1K -549 -8%
AWM
1144
Ameliora Wealth Management
Switzerland
$258K – – –
SAM
1145
Seelaus Asset Management
New Jersey
$257K +$44 +1 +0%
CHJWM
1146
Carlton Hofferkamp & Jenks Wealth Management
Texas
$257K -$24.1K -550 -8%
LJAC
1147
L.J. Altfest & Co
New York
$254K -$15.4K -351 -5%
CSA
1148
Cottage Street Advisors
Massachusetts
$253K -$8.82K -201 -3%
KIA
1149
KCM Investment Advisors
California
$253K -$101K -2,305 -27%
WAG
1150
Wallace Advisory Group
California
$252K -$7.24K -165 -3%
44 45
46
47 48