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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
1226
Montgomery Investment Management
Maryland
$376K – – –
PP
1227
PagnatoKarp Partners
Virginia
$371K +$4.96K +73 +1%
NFC
1228
Northeast Financial Consultants
Connecticut
$371K +$7.28K +107 +2%
KF
1229
Krilogy Financial
Missouri
$370K -$14.3K -210 -4%
BFM
1230
Boothbay Fund Management
New York
$366K -$42.4K -624 -11%
BB
1231
Bell Bank
North Dakota
$365K – – –
CPA
1232
Clear Perspective Advisors
Illinois
$364K +$2.72K +40 +0.8%
SP
1233
Successful Portfolios
Florida
$363K +$1.7K +25 +0.5%
BWAM
1234
Boyd Watterson Asset Management
Ohio
$362K -$68.4K -1,006 -16%
LSPW
1235
Lake Street Private Wealth
Illinois
$361K +$17.3K +254 +5%
ABC
1236
Associated Banc-Corp
Wisconsin
$358K -$95.3K -1,401 -21%
AAP
1237
Arax Advisory Partners
Colorado
$358K -$476 -7 -0.1%
MIH
1238
Meitav Investment House
Israel
$358K +$141K +2,070 +67%
TBNY
1239
Trustco Bank (New York)
New York
$357K +$6.8K +100 +2%
MWP
1240
MYCIO Wealth Partners
Pennsylvania
$355K +$9.46K +139 +3%
AC
1241
Arjuna Capital
North Carolina
$354K -$202K -2,963 -37%
IWA
1242
Intercontinental Wealth Advisors
Texas
$354K +$123K +1,804 +54%
BC
1243
Bartlett & Co
Ohio
$354K +$194K +2,853 +126%
BCWM
1244
Bartlett & Co Wealth Management
Ohio
$354K +$194K +2,853 +126%
PCA
1245
Personal Capital Advisors
California
$352K +$35.4K +521 +11%
LFA
1246
Legacy Financial Advisors
Kentucky
$351K -$3.13K -46 -0.9%
XWM
1247
Xcel Wealth Management
Florida
$351K +$37.8K +556 +12%
AFNAS
1248
American Financial Network Advisory Services
California
$349K -$470K -6,907 -58%
BJL
1249
Brighton Jones LLC
Washington
$349K -$2.99K -44 -0.9%
HWA
1250
Heritage Wealth Advisors
Virginia
$349K +$28.6K +420 +7%