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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
1201
Boyd Watterson Asset Management
Ohio
$332K -$339K -5,346 -46%
ECM
1202
Evergreen Capital Management
Washington
$332K -$11.6K -183 -3%
SIA
1203
Sit Investment Associates
Minnesota
$331K – – –
PFS
1204
Prospera Financial Services
Texas
$330K +$87K +1,374 +28%
KF
1205
Krilogy Financial
Missouri
$329K -$34.4K -544 -8%
MWM
1206
Meridian Wealth Management
Kentucky
$329K +$400K +6,312 New
RWM
1207
Rench Wealth Management
Texas
$327K +$75K +1,185 +23%
CMBA
1208
C.M. Bidwell & Associates
Hawaii
$327K +$398K +6,285 New
CWM
1209
Confluence Wealth Management
Oregon
$324K -$2.79K -44 -0.7%
FCA
1210
FLC Capital Advisors
California
$324K +$395K +6,231 New
AAS
1211
Avantax Advisory Services
Texas
$324K +$398K +6,293 New
MTIM
1212
Marathon Trading Investment Management
Pennsylvania
$323K -$732K -11,556 -65%
CPA
1213
Clear Perspective Advisors
Illinois
$323K -$57.9K -915 -13%
CANY
1214
Caxton Associates (New York)
New York
$320K -$12.8M -201,434 -97%
KIA
1215
KCM Investment Advisors
California
$320K -$154K -2,437 -28%
APP
1216
Avantax Planning Partners
Iowa
$320K +$67.6K +1,068 +21%
VCM
1217
Vivaldi Capital Management
Illinois
$319K +$388K +6,128 New
AA
1218
Apriem Advisors
California
$318K -$37.9K -598 -9%
CA
1219
Calton & Associates
Florida
$318K +$2.85K +45 +0.7%
TPWA
1220
TRUE Private Wealth Advisors
Oregon
$317K -$1.01K -16 -0.3%
GWCM
1221
Godshalk Welsh Capital Management
Pennsylvania
$316K +$38K +600 +11%
DWM
1222
Dakota Wealth Management
Florida
$315K -$7.66K -121 -3%
LA
1223
Legacy Advisors
Pennsylvania
$312K -$5.19K -82 -1%
1WA
1224
180 Wealth Advisors
Washington
$309K – – –
KA
1225
Kovack Advisors
Florida
$309K +$376K +5,941 New
47 48
49
50 51