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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
NCFG
1126
New Century Financial Group
New Jersey
$729K -$1.64M -21,443 -68%
HA
1127
Herold Advisors
New York
$727K +$76.3K +1,000 +11%
DAS
1128
Diversify Advisory Services
Utah
$726K -$128K -1,684 -14%
TCWA
1129
Turtle Creek Wealth Advisors
Texas
$721K -$13.4K -176 -2%
ACI
1130
Alpha Cubed Investments
California
$721K +$551K +7,221 +246%
VSQM
1131
V-Square Quantitative Management
Illinois
$720K +$1.75K +23 +0.2%
NP
1132
Ninepoint Partners
Ontario, Canada
$720K +$774K +10,145 New
PJWM
1133
Philip James Wealth Mangement
Georgia
$719K -$62.8K -823 -8%
HCP
1134
Hexagon Capital Partners
Arkansas
$719K +$38.1K +500 +5%
FNBOMD
1135
First National Bank of Mount Dora
Florida
$719K -$58K -761 -7%
CWM
1136
Cornerstone Wealth Management
Missouri
$713K +$2.9K +38 +0.4%
ARA
1137
Alexander Randolph Advisory
Virginia
$712K – – –
SC
1138
Steph & Co
Wisconsin
$711K -$42.5K -557 -5%
TPI
1139
Trust Point Inc
Wisconsin
$711K -$271K -3,550 -26%
PCM
1140
PAR Capital Management
Massachusetts
$710K +$214K +2,800 +39%
AFM
1141
Anson Funds Management
Texas
$710K +$763K +10,000 New
BCM
1142
Brasada Capital Management
Texas
$710K +$763K +10,000 New
CAG
1143
Csenge Advisory Group
Florida
$709K -$24.6K -323 -3%
CWP
1144
Cyndeo Wealth Partners
Florida
$709K +$197K +2,579 +35%
QOP
1145
Quinn Opportunity Partners
Virginia
$708K – – –
BBHC
1146
Brown Brothers Harriman & Co
New York
$708K +$5.34K +70 +0.7%
MLA
1147
My Legacy Advisors
Oregon
$707K +$18.5K +242 +2%
FMLI
1148
Fukoku Mutual Life Insurance
Japan
$705K -$397K -5,200 -34%
MGIA
1149
Moneta Group Investment Advisors
Missouri
$704K +$129K +1,692 +21%
MFA
1150
Mayflower Financial Advisors
Massachusetts
$704K -$23.8K -312 -3%
44 45
46
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