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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1251
Circle Wealth Management
New Jersey
$317K -$8.54K -124 -3%
AFM
1252
Abbot Financial Management
Massachusetts
$316K
MCP
1253
Mirador Capital Partners
California
$315K -$27.5K -400 -8%
SAM
1254
SP Asset Management
California
$315K +$330K +4,790 New
EF
1255
Empirical Finance
Pennsylvania
$313K -$95.1K -1,381 -23%
HHGA
1256
Halbert Hargrove Global Advisors
California
$311K +$3.72K +54 +1%
BO
1257
BRR OpCo
Ohio
$309K -$3.37K -49 -1%
XS
1258
XR Securities
Illinois
$308K +$317K +4,607 New
SS
1259
Simplicity Solutions
Minnesota
$307K +$316K +4,593 New
NAM
1260
NTV Asset Management
West Virginia
$306K -$34.4K -500 -10%
11A
1261
10-15 Associates
New York
$306K +$26.8K +389 +9%
CPO
1262
Cerity Partners OCIO
New York
$306K +$37.9K +550 +14%
PCA
1263
Personal Capital Advisors
California
$305K +$3.99K +58 +1%
MFW
1264
Meristem Family Wealth
Minnesota
$304K
BWM
1265
BigSur Wealth Management
Florida
$303K
AAM
1266
Aureus Asset Management
Massachusetts
$303K +$68.8K +1,000 +28%
WT
1267
Washington Trust
Rhode Island
$302K +$311K +4,510 New
LCM
1268
Landscape Capital Management
New Jersey
$302K +$311K +4,511 New
GI
1269
GS Investments
Minnesota
$301K
OMC
1270
Old Mission Capital
Illinois
$300K +$309K +4,482 New
MA
1271
Mutual Advisors
Nebraska
$299K -$2.48K -36 -0.8%
WAG
1272
Winthrop Advisory Group
Massachusetts
$298K +$482 +7 +0.2%
HCA
1273
Heck Capital Advisors
Wisconsin
$296K +$1.79K +26 +0.6%
CB
1274
Cadence Bank
Mississippi
$295K -$6.75K -98 -2%
WPP
1275
Whalerock Point Partners
Rhode Island
$294K -$654K -9,500 -68%