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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1226
Wolverine Asset Management
Illinois
$285K -$733K -15,452 -73%
AFP
1227
Ausdal Financial Partners
Iowa
$284K +$264K +5,560 New
RWA
1228
River Wealth Advisors
Pennsylvania
$283K +$263K +5,533 New
SBSB
1229
Sullivan, Bruyette, Speros & Blaney
Virginia
$282K +$28.5K +600 +12%
DC
1230
DeDora Capital
California
$282K +$262K +5,515 New
HIA
1231
Harbor Investment Advisory
Maryland
$281K +$6.41K +135 +3%
LC
1232
LCNB Corp
Ohio
$280K +$3.8K +80 +1%
FFA
1233
First Foundation Advisors
California
$274K -$13.1K -276 -5%
LF
1234
Lantz Financial
Illinois
$273K -$94.9K -2,000 -27%
BDS
1235
Banco de Sabadell
Florida
$273K – – –
FIB
1236
First Interstate Bank
Montana
$272K -$556K -11,726 -69%
CAMG
1237
CWA Asset Management Group
Florida
$272K +$253K +5,322 New
SP
1238
Successful Portfolios
Florida
$271K +$1.66K +35 +0.7%
CAM
1239
Costello Asset Management
Pennsylvania
$271K +$251K +5,300 New
NFC
1240
Northeast Financial Consultants
Connecticut
$269K – – –
KMWM
1241
Keudell/Morrison Wealth Management
Oregon
$269K +$12.9K +271 +5%
OFG
1242
Oxford Financial Group
Indiana
$268K +$249K +5,240 New
CCA
1243
Cobblestone Capital Advisors
New York
$267K -$829K -17,466 -77%
AssetMark Inc
1244
AssetMark Inc
California
$267K -$529K -11,149 -68%
BIAS
1245
Beacon Investment Advisory Services
New Jersey
$267K -$59.4K -1,251 -19%
XSC
1246
X-Square Capital
Puerto Rico
$265K +$246K +5,182 New
JSL
1247
JT Stratford LLC
Georgia
$265K +$246K +5,188 New
NAS
1248
Nicolet Advisory Services
Wisconsin
$262K +$5.6K +118 +2%
BCM
1249
Breiter Capital Management
Florida
$261K – – –
WAS
1250
WESPAC Advisors SoCal
California
$261K – – –