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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1226
Herold Advisors
New York
$1.3M +$16.1K +124 +1%
SWM
1227
SeaCrest Wealth Management
New York
$1.29M -$718K -5,515 -37%
MFA
1228
Mayflower Financial Advisors
Massachusetts
$1.29M -$62.7K -482 -5%
SCA
1229
Sippican Capital Advisors
Massachusetts
$1.29M -$214K -1,641 -15%
CL
1230
CSS LLC
Illinois
$1.29M -$521K -4,000 -30%
SSG
1231
Summit Securities Group
New York
$1.28M +$322K +2,473 +37%
UCB
1232
United Community Bank
South Carolina
$1.28M +$14.2K +109 +1%
OFP
1233
OFC Financial Planning
New Jersey
$1.28M +$2.73K +21 +0.2%
GIM
1234
Guardian Investment Management
California
$1.27M +$2.6K +20 +0.2%
OWG
1235
Oxford Wealth Group
Florida
$1.27M -$102K -781 -8%
TFA
1236
Toth Financial Advisory
Virginia
$1.27M +$1.09M +8,341 +1,167%
EFM
1237
E Fund Management
China
$1.27M +$348K +2,670 +42%
CRI
1238
Colonial River Investments
Virginia
$1.26M -$424K -3,260 -27%
MAWA
1239
Moss Adams Wealth Advisors
Washington
$1.26M +$21.9K +168 +2%
TPI
1240
Trust Point Inc
Wisconsin
$1.25M -$5.47K -42 -0.5%
FFL
1241
Future Fund LLC
Illinois
$1.25M +$14.8K +114 +1%
FRM
1242
Fox Run Management
Connecticut
$1.24M -$2.01M -15,462 -64%
PPW
1243
Parcion Private Wealth
Washington
$1.24M +$134K +1,029 +13%
CCMG
1244
Clark Capital Management Group
Pennsylvania
$1.24M +$302K +2,321 +36%
RWP
1245
Revolve Wealth Partners
New Jersey
$1.23M +$814K +6,255 +247%
AI
1246
Arvest Investments
Arkansas
$1.22M -$21.6K -166 -2%
TFA
1247
Transamerica Financial Advisors
Florida
$1.22M -$102K -783 -8%
EFG
1248
Everest Financial Group
Minnesota
$1.22M – – –
SW
1249
Solidarity Wealth
Utah
$1.22M -$8.39M -64,438 -88%
CIM
1250
Contravisory Investment Management
Massachusetts
$1.22M +$1.11M +8,562 +6,204%
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