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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
TI
1276
Tidal Investments
Wisconsin
$417K +$54.8K +742 +17%
LA
1277
Legacy Advisors
Pennsylvania
$415K +$384K +5,200 New
HWA
1278
Heritage Wealth Advisors
Virginia
$413K +$20.2K +274 +4%
BCWM
1279
Bartlett & Co Wealth Management
Ohio
$409K
CL
1280
Choreo LLC
Illinois
$409K -$48.2K -652 -11%
IWS
1281
Insight Wealth Strategies
California
$409K +$379K +5,124 New
AAP
1282
Arax Advisory Partners
Colorado
$408K -$5.69K -77 -1%
MWP
1283
MYCIO Wealth Partners
Pennsylvania
$407K -$3.55K -48 -0.9%
SP
1284
Successful Portfolios
Florida
$406K -$12.7K -172 -3%
SWP
1285
Strategic Wealth Partners
Ohio
$405K +$179K +2,423 +91%
VFA
1286
Voya Financial Advisors
Connecticut
$403K -$82.8K -1,121 -18%
LFA
1287
Legacy Financial Advisors
Kentucky
$402K -$3.18K -43 -0.8%
HA
1288
Harbor Advisors
Florida
$399K
SCG
1289
Sonata Capital Group
Washington
$397K
TIA
1290
Tiemann Investment Advisors
California
$396K +$3.69K +50 +1%
BW
1291
Bison Wealth
Georgia
$396K +$145K +1,969 +66%
JG
1292
Jefferies Group
New York
$394K -$2.87M -38,815 -89%
BPWA
1293
Beacon Pointe Wealth Advisors
California
$394K -$9.97K -135 -3%
PWM
1294
PBMares Wealth Management
Virginia
$390K +$360K +4,879 New
AFAS
1295
Acorn Financial Advisory Services
Virginia
$390K +$361K +4,888 New
AssetMark Inc
1296
AssetMark Inc
California
$389K +$16.1K +218 +5%
WCM
1297
Weik Capital Management
Pennsylvania
$388K -$1.85K -25 -0.5%
HFM
1298
Hartford Financial Management
Connecticut
$386K
TFO
1299
Tarbox Family Office
California
$385K -$61.2K -828 -15%
FCA
1300
FLC Capital Advisors
California
$385K -$296 -4 -0.1%