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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
HR
1251
Hayden Royal
North Carolina
$342K +$80.9K +1,189 +32%
WAG
1252
Winthrop Advisory Group
Massachusetts
$340K -$19.5K -286 -5%
TIA
1253
Tiemann Investment Advisors
California
$339K
WCM
1254
Weik Capital Management
Pennsylvania
$337K -$18.7K -275 -5%
C
1255
Cerebellum
California
$335K +$329K +4,844 New
FCA
1256
FLC Capital Advisors
California
$333K -$53.2K -782 -14%
KMWM
1257
Keudell/Morrison Wealth Management
Oregon
$333K -$9.59K -141 -3%
HFM
1258
Hartford Financial Management
Connecticut
$333K
CT
1259
Cambridge Trust
Massachusetts
$332K +$38.4K +565 +13%
FA
1260
Faithward Advisors
Pennsylvania
$331K +$325K +4,785 New
SDWMA
1261
Schneider Downs Wealth Management Advisors
Pennsylvania
$328K +$102K +1,500 +46%
VIP
1262
Vantage Investment Partners
Missouri
$327K
SAM
1263
SP Asset Management
California
$326K +$2.38K +35 +0.7%
FSA
1264
Fort Sheridan Advisors
Illinois
$326K +$6.8K +100 +2%
RCAG
1265
Rehmann Capital Advisory Group
Michigan
$326K +$14.1K +207 +5%
BBI
1266
Baxter Bros Inc
Connecticut
$325K -$60.3K -887 -16%
CCM
1267
Coldstream Capital Management
Washington
$325K -$45K -662 -12%
FA
1268
Fortis Advisors
Pennsylvania
$324K -$44.6K -655 -12%
GSWM
1269
Golden State Wealth Management
California
$324K +$12K +176 +4%
PWPS
1270
Pinnacle Wealth Planning Services
Ohio
$323K +$15.3K +225 +5%
AssetMark Inc
1271
AssetMark Inc
California
$321K +$22.9K +337 +8%
AC
1272
Abbrea Capital
California
$319K +$27.2K +400 +9%
CPO
1273
Cerity Partners OCIO
New York
$317K +$42.2K +620 +16%
KA
1274
Kovack Advisors
Florida
$317K +$45.1K +663 +17%
PCM
1275
Prelude Capital Management
New York
$317K +$312K +4,591 New