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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
1301
Patriot Financial Group Insurance Agency
Massachusetts
$259K +$71.1K +1,399 +50%
CA
1302
Calton & Associates
Florida
$259K +$214K +4,202 New
SIM
1303
SSI Investment Management
California
$257K -$155K -3,047 -42%
BMC
1304
Beaton Management Company
Massachusetts
$257K +$212K +4,162 New
BWM
1305
Bulltick Wealth Management
Florida
$257K +$212K +4,161 New
CPWA
1306
Cerro Pacific Wealth Advisors
California
$256K +$211K +4,155 New
FCI
1307
Financial Counselors Inc
Kansas
$255K +$210K +4,135 New
RBC
1308
Roble Belko & Company
Pennsylvania
$254K – – –
NICM
1309
Neo Ivy Capital Management
New York
$251K +$207K +4,071 New
CAG
1310
Csenge Advisory Group
Florida
$247K -$394K -7,760 -66%
GJIC
1311
Gamble Jones Investment Counsel
California
$247K +$203K +4,000 New
SICM
1312
Sustainable Insight Capital Management
New York
$247K +$203K +4,000 New
RPWA
1313
Regent Peak Wealth Advisors
Georgia
$247K +$203K +4,001 New
CWC
1314
Carolinas Wealth Consulting
North Carolina
$245K +$48.7K +959 +32%
LWM
1315
Laidlaw Wealth Management
New York
$245K +$202K +3,972 New
CAMG
1316
CWA Asset Management Group
Florida
$245K +$202K +3,976 New
CCM
1317
Check Capital Management
California
$243K +$200K +3,935 New
TCM
1318
Tuttle Capital Management
Connecticut
$243K +$200K +3,938 New
MSFS
1319
Main Street Financial Solutions
Pennsylvania
$243K +$200K +3,941 New
CL
1320
Choreo LLC
Illinois
$243K +$201K +3,949 New
BDWM
1321
Brewin Dolphin Wealth Management
Ireland
$243K -$42.1K -828 -17%
EHWM
1322
Eads & Heald Wealth Management
Georgia
$242K +$199K +3,922 New
PIA
1323
Perennial Investment Advisors
California
$242K +$200K +3,925 New
PCP
1324
Proficio Capital Partners
Massachusetts
$240K -$74.3K -1,462 -27%
OC
1325
Oakworth Capital
Alabama
$240K -$14.4K -283 -7%