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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1176
SkyView Investment Advisors
New Jersey
$768K -$6.58K -91 -1%
SSC
1177
Syverson Strege & Co
Iowa
$767K +$651K +9,007 New
CBA
1178
Coastal Bridge Advisors
Connecticut
$767K -$13.2K -183 -2%
KP
1179
Keel Point
Alabama
$766K +$31.2K +431 +5%
BMCM
1180
Bryn Mawr Capital Management
Pennsylvania
$762K +$28.6K +396 +5%
TPI
1181
Trust Point Inc
Wisconsin
$760K -$78.6K -1,087 -11%
AW
1182
Alteri Wealth
California
$756K +$52.4K +725 +9%
T
1183
Transce3nd
Texas
$754K +$37.1K +513 +6%
MMPW
1184
Mitchell McLeod Pugh & Williams
Alabama
$754K +$18.1K +250 +3%
TWPM
1185
Total Wealth Planning & Management
Florida
$753K -$193K -2,664 -35%
PFGIA
1186
Patriot Financial Group Insurance Agency
Massachusetts
$747K +$41.2K +570 +7%
WGC
1187
Watts Gwilliam & Co
Arizona
$743K +$17.9K +247 +4%
CCG
1188
Coastwise Capital Group
California
$743K -$289 -4 -0%
LI
1189
LRI Investments
Florida
$737K +$434 +6 +0.1%
PIA
1190
Powell Investment Advisors
Florida
$734K +$624K +8,628 New
BHB
1191
Bank Hapoalim BM
Israel
$734K -$29K -401 -4%
6F
1192
626 Financial
Michigan
$733K +$72 +1 +0%
MPWT
1193
MassMutual Private Wealth & Trust
Connecticut
$730K -$31K -429 -5%
SC
1194
Syon Capital
California
$725K -$139K -1,922 -18%
DP
1195
Dearborn Partners
Illinois
$725K +$1.16K +16 +0.2%
CIA
1196
Cohen Investment Advisors
New Hampshire
$723K -$36.4K -503 -6%
MVA
1197
Mount Vernon Associates
Maryland
$721K – – –
SOS
1198
Silver Oak Securities
Tennessee
$720K +$139K +1,922 +29%
SIG
1199
Sargent Investment Group
Maryland
$719K -$12.6K -174 -2%
SVWAG
1200
Sound View Wealth Advisors Group
Georgia
$717K +$61.9K +856 +11%
46 47
48
49 50