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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Capital Wealth Advisors
1251
Vanguard Capital Wealth Advisors
Colorado
$340K +$340K +5,477 New
MIM
1252
Montgomery Investment Management
Maryland
$339K – – –
LC
1253
Lourd Capital
California
$338K -$14.7K -237 -4%
WCA
1254
Westover Capital Advisors
Delaware
$337K -$20.4K -329 -6%
GPA
1255
Garrison Point Advisors
California
$337K – – –
LFA
1256
Legacy Financial Advisors
Kentucky
$337K +$189K +3,046 +128%
SP
1257
Successful Portfolios
Florida
$335K -$8.69K -140 -3%
RCM
1258
RB Capital Management
Nevada
$335K +$10.9K +176 +3%
FA
1259
Fortis Advisors
Pennsylvania
$333K -$6.21K -100 -2%
FMT
1260
First Mercantile Trust
Tennessee
$332K +$31.8K +512 +11%
JAFL
1261
Jay A. Fishman Ltd
Michigan
$331K -$120K -1,925 -27%
BWP
1262
Bernardo Wealth Planning
Pennsylvania
$329K -$28.9K -466 -8%
BB
1263
Bell Bank
North Dakota
$329K -$2.48K -40 -0.7%
BFPW
1264
BOK Financial Private Wealth
Colorado
$326K +$27.8K +447 +9%
QAM
1265
QCI Asset Management
New York
$324K -$24.8K -400 -7%
Westfield Capital Management
1266
Westfield Capital Management
Massachusetts
$324K +$323K +5,200 New
TBNY
1267
Trustco Bank (New York)
New York
$323K +$322K +5,178 New
SCG
1268
Sonata Capital Group
Washington
$322K – – –
UIA
1269
UBP Investment Advisors
Switzerland
$322K +$321K +5,175 New
RWM
1270
Rench Wealth Management
Texas
$321K -$69.4K -1,117 -18%
IOOF
1271
Independent Order of Foresters
Ontario, Canada
$321K -$32.7K -526 -9%
AssetMark Inc
1272
AssetMark Inc
California
$320K -$738K -11,887 -70%
IWP
1273
Icon Wealth Partners
Texas
$320K +$9.75K +157 +3%
MA
1274
Mutual Advisors
Nebraska
$315K +$37.9K +611 +14%
LIC
1275
Lodestar Investment Counsel
Illinois
$313K – – –