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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
1201
Triangle Securities Wealth Management
North Carolina
$1.44M -$17.3K -133 -1%
FMB
1202
Field & Main Bank
Kentucky
$1.44M -$26K -200 -2%
PFA
1203
Pure Financial Advisors
California
$1.43M +$202K +1,549 +18%
CCS
1204
Concentric Capital Strategies
Connecticut
$1.43M +$176K +1,349 +15%
RFM
1205
Royal Fund Management
Florida
$1.42M -$39.2K -301 -3%
TIM
1206
Tevis Investment Management
Texas
$1.41M -$592K -4,548 -31%
CNBT
1207
Canandaigua National Bank & Trust
New York
$1.41M +$1.31M +10,080 New
PCM
1208
PAR Capital Management
Massachusetts
$1.4M – – –
AFC
1209
AFT Forsyth & Company
Florida
$1.39M -$260K -2,000 -17%
QC
1210
Quent Capital
New York
$1.39M -$181K -1,391 -12%
MHC
1211
Meyer Handelman Company
New York
$1.39M -$39.1K -300 -3%
LAM
1212
L2 Asset Management
Massachusetts
$1.39M -$39.4K -303 -3%
PCM
1213
Prelude Capital Management
New York
$1.39M +$894K +6,870 +227%
WIM
1214
Westside Investment Management
California
$1.37M – – –
RPCONE
1215
Retirement Planning Company of New England
Rhode Island
$1.37M -$51.2K -393 -4%
DAS
1216
Dynamic Advisor Solutions
Arizona
$1.37M +$4.43K +34 +0.3%
CWM
1217
Cabot Wealth Management
Massachusetts
$1.37M +$5.99K +46 +0.5%
AG
1218
AlTi Global
New York
$1.37M +$63K +484 +5%
GG
1219
Gleason Group
Kentucky
$1.35M +$23.4K +180 +2%
TCM
1220
Traub Capital Management
Massachusetts
$1.35M -$155K -1,191 -11%
GCC
1221
Game Creek Capital
Massachusetts
$1.35M -$1.59M -12,225 -56%
I
1222
INVST
Indiana
$1.34M +$10.4K +80 +0.8%
MAG
1223
MRA Advisory Group
New Jersey
$1.34M +$962K +7,393 +338%
AF
1224
Advisornet Financial
Minnesota
$1.34M +$82K +630 +7%
DO
1225
denkapparat Operations
Germany
$1.34M +$1.24M +9,554 New