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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
1176
Cassaday & Co Wealth Management
Virginia
$285K +$5.79K +118 +2%
IC
1177
Inscription Capital
Texas
$284K +$297K +6,047 New
SIAP
1178
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$282K – – –
KMWM
1179
Keudell/Morrison Wealth Management
Oregon
$282K -$2.6K -53 -0.9%
GWM
1180
Geneos Wealth Management
Colorado
$282K -$19.4K -395 -6%
CWP
1181
CFM Wealth Partners
Texas
$281K +$43.7K +890 +17%
ICG
1182
InterOcean Capital Group
Tennessee
$281K – – –
BHPW
1183
Beverly Hills Private Wealth
California
$280K +$293K +5,975 New
CC
1184
Callan Capital
California
$280K – – –
SWA
1185
Stratos Wealth Advisors
Ohio
$279K +$19.4K +396 +7%
LFA
1186
Legacy Financial Advisors
Kentucky
$278K +$291K +5,934 New
CBTWT
1187
Community Bank & Trust (Waco, Texas)
Texas
$278K – – –
QC
1188
Quent Capital
New York
$278K +$23.1K +470 +9%
KOC
1189
Koss-Olinger Consulting
Florida
$276K +$289K +5,896 New
FLI
1190
Family Legacy Inc
South Carolina
$276K +$10.1K +206 +4%
MCM
1191
MV Capital Management
Maryland
$276K +$117K +2,383 +68%
IA
1192
IFG Advisors
Missouri
$273K – – –
CIAS
1193
Capital Investment Advisory Services
North Carolina
$272K -$68.5K -1,396 -19%
BWG
1194
Beta Wealth Group
California
$272K +$24.5K +500 +9%
AWM
1195
Accurate Wealth Management
Florida
$270K +$39.9K +813 +16%
ABC
1196
Associated Banc-Corp
Wisconsin
$269K – – –
HCM
1197
Hodges Capital Management
Texas
$269K +$13.3K +270 +5%
LCM
1198
Lewis Capital Management
California
$268K -$2.94K -60 -1%
CFGS
1199
Concourse Financial Group Securities
Alabama
$267K +$30.6K +623 +12%
AIA
1200
Angeles Investment Advisors
California
$266K +$16.2K +330 +6%
46 47
48
49 50