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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1176
Cyndeo Wealth Partners
Florida
$990K -$21.6K -228 -2%
DWM
1177
Diversify Wealth Management
Utah
$988K -$97K -1,022 -10%
WA
1178
Wealth Alliance
New York
$987K +$20K +211 +2%
IA
1179
Integrity Alliance
Iowa
$983K +$919K +9,681 New
CWM
1180
Cabot Wealth Management
Massachusetts
$976K +$5.69K +60 +0.6%
SIC
1181
Sterling Investment Counsel
New York
$976K +$598K +6,301 +190%
CAG
1182
Csenge Advisory Group
Florida
$974K -$230K -2,420 -20%
MIM
1183
Marco Investment Management
Georgia
$972K -$7.21K -76 -0.8%
BSG
1184
Black Swift Group
Colorado
$964K – – –
CWM
1185
Calamos Wealth Management
Illinois
$964K +$437K +4,606 +94%
GIM
1186
Guardian Investment Management
California
$962K -$109K -1,150 -11%
GWM
1187
Gibbs Wealth Management
Georgia
$956K -$421K -4,441 -32%
RFM
1188
Royal Fund Management
Florida
$956K -$79.7K -840 -8%
TPWM
1189
Twelve Points Wealth Management
Massachusetts
$954K -$215K -2,266 -19%
GG
1190
Gleason Group
Kentucky
$952K -$131K -1,380 -13%
AA
1191
Alta Advisers
United Kingdom
$950K – – –
KP
1192
Keel Point
Alabama
$949K +$32.5K +343 +4%
GFG
1193
Goldstone Financial Group
Illinois
$948K -$58.8K -620 -6%
MFA
1194
Mayflower Financial Advisors
Massachusetts
$946K -$80.7K -850 -8%
IRC
1195
Investors Research Corp
Georgia
$945K – – –
TWM
1196
Thrive Wealth Management
Pennsylvania
$941K -$88.6K -934 -9%
SSWM
1197
Sheets Smith Wealth Management
North Carolina
$941K +$6.83K +72 +0.8%
CF
1198
Centaurus Financial
California
$939K +$20.4K +215 +2%
HA
1199
Herold Advisors
New York
$930K -$133K -1,400 -13%
AIM
1200
Anchor Investment Management
South Carolina
$929K +$74.8K +788 +9%
46 47
48
49 50