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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1226
Professional Planning
California
$394K +$413K +5,582 New
FCA
1227
FLC Capital Advisors
California
$393K +$24.9K +336 +6%
JFGIW
1228
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$393K +$372K +5,022 +923%
BO
1229
BRR OpCo
Ohio
$392K -$10.3K -139 -2%
RIG
1230
Roosevelt Investment Group
New York
$391K -$8.21K -111 -2%
ClearBridge Investments
1231
ClearBridge Investments
New York
$389K -$172M -2,323,235 -100%
CCA
1232
Childress Capital Advisors
Texas
$387K -$55K -743 -12%
SAMT
1233
Select Asset Management & Trust
Pennsylvania
$386K +$59.2K +800 +17%
CFD
1234
Creative Financial Designs
Indiana
$385K +$4.07K +55 +1%
FLPIM
1235
F.L. Putnam Investment Management
Massachusetts
$384K +$666 +9 +0.2%
CWC
1236
Carolinas Wealth Consulting
North Carolina
$384K +$62.7K +848 +19%
RIM
1237
Reliant Investment Management
Tennessee
$383K +$152K +2,050 +61%
JWM
1238
Jeppson Wealth Management
California
$382K +$1.41K +19 +0.4%
NDSI
1239
Newman Dignan & Sheerar Inc
Rhode Island
$381K +$7.47K +101 +2%
RCAG
1240
Rehmann Capital Advisory Group
Michigan
$380K -$34.8K -471 -8%
OC
1241
Oakworth Capital
Alabama
$378K -$3.77K -51 -0.9%
BAM
1242
Blueshift Asset Management
New Jersey
$377K -$4.51M -60,892 -92%
SC
1243
Steph & Co
Wisconsin
$375K +$39.7K +536 +11%
IFS
1244
Ifrah Financial Services
Arkansas
$374K -$17.8K -241 -4%
EWM
1245
EPG Wealth Management
Georgia
$374K +$66.8K +903 +21%
BFPW
1246
BOK Financial Private Wealth
Colorado
$371K +$147K +1,992 +61%
TFO
1247
Tarbox Family Office
California
$370K – – –
SIAP
1248
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$368K +$14.1K +191 +4%
CW
1249
CreativeOne Wealth
Kansas
$368K +$182K +2,455 +89%
KFC
1250
Klingenstein Fields & Co
New York
$367K +$25K +338 +7%