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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
FCI
1301
Financial Counselors Inc
Kansas
$255K +$210K +4,135 New
RBC
1302
Roble Belko & Company
Pennsylvania
$254K
NICM
1303
Neo Ivy Capital Management
New York
$251K +$207K +4,071 New
CAG
1304
Csenge Advisory Group
Florida
$247K -$394K -7,760 -66%
GJIC
1305
Gamble Jones Investment Counsel
California
$247K +$203K +4,000 New
SICM
1306
Sustainable Insight Capital Management
New York
$247K +$203K +4,000 New
RPWA
1307
Regent Peak Wealth Advisors
Georgia
$247K +$203K +4,001 New
CWC
1308
Carolinas Wealth Consulting
North Carolina
$245K +$48.7K +959 +32%
LWM
1309
Laidlaw Wealth Management
New York
$245K +$202K +3,972 New
CAMG
1310
CWA Asset Management Group
Florida
$245K +$202K +3,976 New
CCM
1311
Check Capital Management
California
$243K +$200K +3,935 New
TCM
1312
Tuttle Capital Management
Connecticut
$243K +$200K +3,938 New
MSFS
1313
Main Street Financial Solutions
Pennsylvania
$243K +$200K +3,941 New
CL
1314
Choreo LLC
Illinois
$243K +$201K +3,949 New
BDWM
1315
Brewin Dolphin Wealth Management
Ireland
$243K -$42.1K -828 -17%
EHWM
1316
Eads & Heald Wealth Management
Georgia
$242K +$199K +3,922 New
PIA
1317
Perennial Investment Advisors
California
$242K +$200K +3,925 New
PCP
1318
Proficio Capital Partners
Massachusetts
$240K -$74.3K -1,462 -27%
OC
1319
Oakworth Capital
Alabama
$240K -$14.4K -283 -7%
LWP
1320
Legacy Wealth Planning
Nevada
$240K +$198K +3,894 New
TFS
1321
TrustCore Financial Services
Tennessee
$239K -$131K -2,583 -40%
AWA
1322
AmeriServ Wealth Advisors
Pennsylvania
$238K +$196K +3,855 New
PFC
1323
Phocas Financial Corp
California
$237K
TAIM
1324
TD Ameritrade Investment Management
Nebraska
$236K -$21.7K -427 -10%
PCIA
1325
Prime Capital Investment Advisors
Kansas
$235K -$170K -3,342 -47%