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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
KPW
1226
Kore Private Wealth
New York
$251K -$18.5K -375 -6%
SIAP
1227
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$251K – – –
PWM
1228
Prentice Wealth Management
New York
$251K +$295K +5,979 New
RFA
1229
Resurgent Financial Advisors
Georgia
$251K +$298K +6,025 New
RCM
1230
Requisite Capital Management
Texas
$249K +$46.1K +934 +19%
1WA
1231
180 Wealth Advisors
Washington
$248K -$15.4K -311 -5%
MTIM
1232
Marathon Trading Investment Management
Pennsylvania
$248K +$7.51K +152 +3%
MWM
1233
Modera Wealth Management
New Jersey
$247K -$44.8K -907 -13%
EVC
1234
Eidelman Virant Capital
Missouri
$247K – – –
CLOS
1235
Compagnie Lombard Odier SCmA
Switzerland
$245K – – –
IA
1236
IFG Advisors
Missouri
$245K +$3.11K +63 +1%
SIA
1237
Sage Investment Advisers
New York
$245K +$35.9K +727 +14%
EGA
1238
Eagle Global Advisors
Texas
$244K -$74.1K -1,500 -20%
CWM
1239
Calamos Wealth Management
Illinois
$244K -$30.9K -626 -10%
XSC
1240
X-Square Capital
Puerto Rico
$244K +$10.2K +206 +4%
SIAG
1241
Safeguard Investment Advisory Group
California
$244K +$290K +5,869 New
DCM
1242
Dupont Capital Management
Delaware
$242K -$36.1K -730 -11%
CIA
1243
Caerus Investment Advisors
Texas
$242K – – –
LCM
1244
Lewis Capital Management
California
$242K – – –
CF
1245
Clarity Financial
Texas
$242K +$35K +709 +14%
GWM
1246
Gray Wealth Management
Maine
$241K +$31.3K +633 +12%
TWM
1247
Thrive Wealth Management
Pennsylvania
$239K +$283K +5,734 New
GAM
1248
Grandview Asset Management
Pennsylvania
$238K -$21.6K -438 -7%
LI
1249
LVZ Inc
Michigan
$236K +$12.6K +255 +5%
PCM
1250
Pointe Capital Management
Michigan
$232K -$58.4K -1,183 -18%
48 49
50
51 52