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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1226
Clear Perspective Advisors
Illinois
$323K -$57.9K -915 -13%
CANY
1227
Caxton Associates (New York)
New York
$320K -$12.8M -201,434 -97%
KIA
1228
KCM Investment Advisors
California
$320K -$154K -2,437 -28%
APP
1229
Avantax Planning Partners
Iowa
$320K +$67.6K +1,068 +21%
VCM
1230
Vivaldi Capital Management
Illinois
$319K +$388K +6,128 New
AA
1231
Apriem Advisors
California
$318K -$37.9K -598 -9%
CA
1232
Calton & Associates
Florida
$318K +$2.85K +45 +0.7%
TPWA
1233
TRUE Private Wealth Advisors
Oregon
$317K -$1.01K -16 -0.3%
GWCM
1234
Godshalk Welsh Capital Management
Pennsylvania
$316K +$38K +600 +11%
DWM
1235
Dakota Wealth Management
Florida
$315K -$7.66K -121 -3%
LA
1236
Legacy Advisors
Pennsylvania
$312K -$5.19K -82 -1%
1WA
1237
180 Wealth Advisors
Washington
$309K – – –
KA
1238
Kovack Advisors
Florida
$309K +$376K +5,941 New
B
1239
Bailard
California
$307K -$25K -395 -6%
EWA
1240
EP Wealth Advisors
California
$303K -$32.3K -510 -8%
WCA
1241
Westover Capital Advisors
Delaware
$300K +$85.9K +1,356 +31%
BWP
1242
Bernardo Wealth Planning
Pennsylvania
$300K +$365K +5,757 New
SFSIG
1243
San Francisco Sentry Investment Group
California
$299K +$42.6K +672 +13%
HCM
1244
Highlander Capital Management
New Jersey
$297K -$508K -8,021 -59%
EMG
1245
Ellington Management Group
Connecticut
$297K -$76K -1,200 -17%
SSP
1246
Sapphire Star Partners
Washington
$297K – – –
LDFR
1247
Lehman & Derafelo Financial Resources
Pennsylvania
$297K +$361K +5,700 New
IOOF
1248
Independent Order of Foresters
Ontario, Canada
$296K -$3.17K -50 -0.9%
CA
1249
Clearstead Advisors
Ohio
$296K +$29.1K +459 +9%
LC
1250
Lourd Capital
California
$295K -$195K -3,077 -35%
48 49
50
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