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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
1151
KMG Fiduciary Partners
Ohio
$1.36M +$118K +1,140 +11%
WWM
1152
Walser Wealth Management
Florida
$1.36M +$1.21M +11,635 New
WTB
1153
Washington Trust Bank
Washington
$1.35M +$14.3K +138 +1%
LFM
1154
LGT Fund Management
Liechtenstein
$1.35M -$2.24M -21,549 -65%
AWM
1155
Athena Wealth Management
Nevada
$1.33M +$1.19M +11,423 New
GWMR
1156
GC Wealth Management RIA
Massachusetts
$1.33M -$2.5M -24,077 -68%
GAM
1157
Grandview Asset Management
Pennsylvania
$1.32M +$115K +1,109 +11%
ADL
1158
Asset Dedication LLC
California
$1.32M -$121K -1,166 -9%
TSWM
1159
Triangle Securities Wealth Management
North Carolina
$1.32M -$9.66K -93 -0.8%
BWM
1160
BKM Wealth Management
Wisconsin
$1.32M -$43.8K -422 -4%
PWM
1161
Power Wealth Management
Georgia
$1.32M -$74.6K -718 -6%
CCG
1162
Ceeto Capital Group
Florida
$1.3M
LCM
1163
Lazari Capital Management
California
$1.3M -$11.4K -110 -1%
MHC
1164
Meyer Handelman Company
New York
$1.29M -$571K -5,500 -33%
RFM
1165
Royal Fund Management
Florida
$1.28M +$181K +1,745 +19%
AOCA
1166
Angel Oak Capital Advisors
Georgia
$1.28M
JPWM
1167
Jamison Private Wealth Management
Georgia
$1.28M +$2.7K +26 +0.2%
IC
1168
IKE Capital
New York
$1.28M +$1.14M +10,976 New
BCA
1169
Bay Colony Advisors
Massachusetts
$1.27M +$104 +1 +0%
TCM
1170
Traub Capital Management
Massachusetts
$1.27M -$21.7K -209 -2%
CWM
1171
Compass Wealth Management
Connecticut
$1.27M -$67.5K -650 -6%
JIC
1172
Johnson Investment Counsel
Ohio
$1.26M -$238K -2,288 -17%
WWM
1173
Western Wealth Management
Colorado
$1.26M -$43.7K -421 -4%
FIA
1174
FNY Investment Advisers
New York
$1.25M +$66K +636 +6%
VCM
1175
Versant Capital Management
Arizona
$1.24M -$240K -2,314 -18%