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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1226
ARS Wealth Advisors
Florida
$403K +$243K +3,228 +118%
B
1227
Bailard
California
$400K -$12.3K -164 -3%
HPC
1228
HM Payson & Co
Maine
$400K +$1.88K +25 +0.4%
FAM
1229
Flaharty Asset Management
Florida
$400K +$444K +5,901 New
FPCP
1230
Fort Point Capital Partners
California
$398K +$116K +1,541 +35%
SWMG
1231
Signature Wealth Management Group
Georgia
$397K +$36.4K +484 +9%
TH
1232
TCTC Holdings
Texas
$395K – – –
FC
1233
Ferris Capital
Massachusetts
$391K -$52K -692 -11%
AC
1234
Abbrea Capital
California
$390K +$45.5K +605 +12%
TFO
1235
Tarbox Family Office
California
$386K +$9.1K +121 +2%
SSP
1236
Sapphire Star Partners
Washington
$385K – – –
SWM
1237
SVA Wealth Management
Wisconsin
$385K +$35.8K +476 +10%
SP
1238
Successful Portfolios
Florida
$384K +$1.5K +20 +0.4%
CAG
1239
Crestwood Advisors Group
Massachusetts
$383K +$39.8K +529 +10%
IWA
1240
Intercontinental Wealth Advisors
Texas
$377K -$2.25K -30 -0.5%
CA
1241
Clearstead Advisors
Ohio
$377K – – –
EF
1242
Empirical Finance
Pennsylvania
$377K +$455K +6,055 New
QPWM
1243
Quadrant Private Wealth Management
Pennsylvania
$376K +$86.1K +1,146 +26%
ST
1244
Smithfield Trust
Pennsylvania
$375K -$20.2K -269 -5%
PGFC
1245
Peapack-Gladstone Financial Corp
New Jersey
$373K +$28.6K +381 +7%
MIM
1246
Montgomery Investment Management
Maryland
$370K – – –
GWCM
1247
Godshalk Welsh Capital Management
Pennsylvania
$366K – – –
CFA
1248
Carroll Financial Associates
North Carolina
$366K +$13.8K +183 +3%
MC
1249
Menta Capital
California
$363K -$2.05M -27,299 -84%
Lido Advisors
1250
Lido Advisors
California
$363K +$405K +5,392 New