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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
1276
Benjamin F. Edwards & Company
Missouri
$215K -$12.4K -250 -5%
MTC
1277
McDaniel Terry & Co
Texas
$215K – – –
TFO
1278
Tarbox Family Office
California
$215K – – –
WFPG
1279
Waller Financial Planning Group
Ohio
$215K +$7.41K +150 +3%
CWP
1280
CFM Wealth Partners
Texas
$214K -$9.88K -200 -4%
OIM
1281
Orca Investment Management
Oregon
$214K -$6.27K -127 -2%
RIG
1282
Roosevelt Investment Group
New York
$214K – – –
BAM
1283
Brave Asset Management
New Jersey
$213K – – –
CFA
1284
Compass Financial Advisors
Indiana
$213K +$1.33K +27 +0.5%
AA
1285
Alta Advisers
United Kingdom
$213K +$252K +5,100 New
C
1286
Covestor
United Kingdom
$212K -$28.2K -570 -10%
SIC
1287
SJS Investment Consulting
Ohio
$212K +$251K +5,082 New
AFT
1288
Alpha Family Trust
California
$211K +$250K +5,065 New
NB
1289
Nicolet Bankshares
Wisconsin
$210K -$221K -4,471 -47%
LF
1290
Lantz Financial
Illinois
$210K – – –
CA
1291
Crewe Advisors
Utah
$210K +$19.7K +399 +9%
FNBOSM
1292
First National Bank of South Miami
Florida
$208K -$19.3K -391 -7%
SMH
1293
Sanders Morris Harris
Texas
$208K -$247 -5 -0.1%
HA
1294
Harbor Advisors
Florida
$208K – – –
AIA
1295
Affinity Investment Advisors
California
$208K +$3.75K +76 +2%
BWG
1296
Beta Wealth Group
California
$208K +$9.88K +200 +4%
CPC
1297
Congress Park Capital
New York
$206K +$11.1K +225 +5%
PIA
1298
Perennial Investment Advisors
California
$206K +$20.9K +424 +9%
BO
1299
BRR OpCo
Ohio
$204K -$3.56K -72 -1%
G
1300
GenTrust
Florida
$204K – – –
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