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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1301
AssetMark Inc
California
$389K +$16.1K +218 +5%
WCM
1302
Weik Capital Management
Pennsylvania
$388K -$1.85K -25 -0.5%
HFM
1303
Hartford Financial Management
Connecticut
$386K – – –
TFO
1304
Tarbox Family Office
California
$385K -$61.2K -828 -15%
FCA
1305
FLC Capital Advisors
California
$385K -$296 -4 -0.1%
EMG
1306
Ellington Management Group
Connecticut
$383K -$192K -2,600 -35%
FA
1307
Faithward Advisors
Pennsylvania
$382K +$74 +1 +0%
SHGA
1308
Sand Hill Global Advisors
California
$382K +$29K +392 +9%
EWA
1309
EP Wealth Advisors
California
$381K -$1.12M -15,110 -76%
KA
1310
Kovack Advisors
Florida
$381K +$12.8K +173 +4%
HCA
1311
Heck Capital Advisors
Wisconsin
$381K +$13.1K +177 +4%
SDWMA
1312
Schneider Downs Wealth Management Advisors
Pennsylvania
$379K – – –
AC
1313
Abbrea Capital
California
$379K +$9.61K +130 +3%
VIP
1314
Vantage Investment Partners
Missouri
$378K – – –
FSA
1315
Fort Sheridan Advisors
Illinois
$377K – – –
CT
1316
Cambridge Trust
Massachusetts
$376K -$6.8K -92 -2%
FA
1317
Fortis Advisors
Pennsylvania
$375K – – –
TWP
1318
Tempus Wealth Planning
California
$375K +$347K +4,693 New
SAM
1319
SP Asset Management
California
$373K -$3.4K -46 -1%
LWMM
1320
Legacy Wealth Management (Mississippi)
Mississippi
$372K +$344K +4,659 New
KMWM
1321
Keudell/Morrison Wealth Management
Oregon
$370K -$13.9K -188 -4%
GVAG
1322
Great Valley Advisor Group
Delaware
$370K +$4.58K +62 +1%
JA
1323
JOYN Advisors
Georgia
$368K +$3.4K +46 +1%
BCA
1324
Berman Capital Advisors
Georgia
$368K +$5.47K +74 +2%
BBI
1325
Baxter Bros Inc
Connecticut
$367K -$8.42K -114 -2%