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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
PGWM
1326
Parisi Gray Wealth Management
New Jersey
$283K -$65K -972 -19%
SWA
1327
Stratos Wealth Advisors
Ohio
$282K -$1.67K -25 -0.6%
NAM
1328
NTV Asset Management
West Virginia
$281K -$33.5K -500 -11%
LFA
1329
Landmark Financial Advisors
Kentucky
$281K – – –
WPP
1330
Whalerock Point Partners
Rhode Island
$281K – – –
GVAG
1331
Great Valley Advisor Group
Delaware
$281K +$48.7K +728 +22%
BA
1332
Birinyi Associates
Connecticut
$280K -$66.9K -1,000 -20%
GJIC
1333
Gamble Jones Investment Counsel
California
$280K – – –
JCM
1334
Jacobi Capital Management
Pennsylvania
$279K -$2.54K -38 -0.9%
Vanguard Capital Wealth Advisors
1335
Vanguard Capital Wealth Advisors
Colorado
$278K -$100K -1,500 -27%
CPO
1336
Cerity Partners OCIO
New York
$278K -$3.15K -47 -1%
BWM
1337
Buckley Wealth Management
Nevada
$276K -$1.67K -25 -0.6%
RI
1338
Ridgewood Investments
New Jersey
$276K – – –
EWA
1339
EP Wealth Advisors
California
$276K +$264K +3,940 New
NCM
1340
Northside Capital Management
Oregon
$275K – – –
KA
1341
Kovack Advisors
Florida
$275K +$40.5K +606 +18%
RWM
1342
Ritholtz Wealth Management
New York
$274K -$11.8K -177 -4%
CCM
1343
Check Capital Management
California
$273K – – –
GP
1344
Girard Partners
Pennsylvania
$273K +$13.1K +196 +5%
HIIFS
1345
Harel Insurance Investments & Financial Services
Israel
$269K -$23.8M -355,114 -99%
HR
1346
Hayden Royal
North Carolina
$269K +$3.88K +58 +2%
DBT
1347
Dubuque Bank & Trust
Iowa
$260K +$45.6K +681 +23%
PWLP
1348
Prio Wealth Limited Partnership
Massachusetts
$258K -$4.48K -67 -2%
WP
1349
WMS Partners
Maryland
$258K +$31.3K +468 +15%
MA
1350
Montag & Associates
Georgia
$257K -$192K -2,875 -44%