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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
DP
1251
DDD Partners
Washington
$231K – – –
RWP
1252
Revolve Wealth Partners
New Jersey
$231K +$7.31K +148 +3%
KCM
1253
Kathmere Capital Management
Pennsylvania
$231K +$29.7K +601 +12%
MSFS
1254
Main Street Financial Solutions
Pennsylvania
$230K +$2.27K +46 +0.8%
NP
1255
NorthRock Partners
Minnesota
$229K -$42.9K -869 -14%
IF
1256
Integrity Financial
Wyoming
$228K – – –
AAP
1257
Arax Advisory Partners
Colorado
$228K +$10.9K +221 +4%
WB
1258
WesBanco Bank
West Virginia
$227K -$86.3K -1,747 -24%
KP
1259
Keel Point
Alabama
$227K -$16.4K -332 -6%
FLI
1260
Family Legacy Inc
South Carolina
$227K – – –
LAM
1261
L2 Asset Management
Massachusetts
$227K +$23.1K +468 +9%
NW
1262
NewEdge Wealth
Pennsylvania
$225K -$203K -4,105 -43%
EI
1263
Ethic Inc
New York
$225K -$147K -2,980 -36%
RMDI
1264
R.M. Davis Inc
Maine
$225K +$267K +5,396 New
WP
1265
WealthSource Partners
California
$224K +$20K +404 +8%
QT
1266
Quantbot Technologies
New York
$224K +$267K +5,397 New
RRA
1267
Round Rock Advisors
Connecticut
$223K +$238K +4,815 New
BOH
1268
Bank of Hawaii
Hawaii
$222K -$358K -7,242 -58%
SAM
1269
Secure Asset Management
Michigan
$222K +$35.6K +720 +16%
Fiera Capital (Canada)
1270
Fiera Capital (Canada)
Quebec, Canada
$222K +$263K +5,332 New
MSA
1271
Marino Stram & Associates
Massachusetts
$221K -$19.9K -403 -7%
GAM
1272
Griffin Asset Management
New York
$220K -$54.6K -1,106 -17%
SFO
1273
Stokes Family Office
Louisiana
$220K -$39.2K -793 -13%
GWCM
1274
Godshalk Welsh Capital Management
Pennsylvania
$219K +$4.94K +100 +2%
GRP
1275
Global Retirement Partners
California
$217K -$5.93K -120 -2%