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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Capital Wealth Advisors
1326
Vanguard Capital Wealth Advisors
Colorado
$274K
GCP
1327
GSA Capital Partners
United Kingdom
$273K -$248K -3,647 -48%
SVWAG
1328
Sound View Wealth Advisors Group
Georgia
$273K -$68K -1,000 -20%
PGWM
1329
Parisi Gray Wealth Management
New Jersey
$272K -$7.07K -104 -3%
SMFS
1330
Squar Milner Financial Services
California
$271K -$149K -2,186 -26%
CCM
1331
Check Capital Management
California
$269K
CPA
1332
Court Place Advisors
Maryland
$267K -$13.6K -200 -5%
LWCFA
1333
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$266K -$42.8K -629 -14%
XSC
1334
X-Square Capital
Puerto Rico
$258K +$254K +3,732 New
QI
1335
Qtron Investments
Massachusetts
$257K -$466K -6,853 -65%
MS
1336
Mizuho Securities
Japan
$256K +$102K +1,500 +68%
RA
1337
Rational Advisors
New York
$255K -$246K -3,614 -49%
CWS
1338
Cypress Wealth Services
California
$254K +$1.22K +18 +0.5%
EA
1339
Emerald Advisers
Pennsylvania
$253K -$192K -2,830 -44%
CWP
1340
Capital Wealth Planning
Florida
$253K +$238K +3,502 New
GAM
1341
Gould Asset Management
California
$249K +$245K +3,599 New
CF
1342
Corrigan Financial
Rhode Island
$247K +$68 +1 +0%
HCM
1343
Highlander Capital Management
New Jersey
$247K -$69K -1,015 -22%
RA
1344
RFG Advisory
Alabama
$247K +$32.2K +474 +15%
MA
1345
Montag & Associates
Georgia
$246K -$7.21K -106 -3%
CAG
1346
Crestwood Advisors Group
Massachusetts
$246K +$37.8K +555 +18%
PCM
1347
Pointe Capital Management
Michigan
$246K +$242K +3,555 New
DACG
1348
Donor Advised Charitable Giving
California
$245K -$49.3K -725 -17%
EHWM
1349
Eads & Heald Wealth Management
Georgia
$244K +$20.8K +306 +9%
SCA
1350
Sage Capital Advisors
South Dakota
$242K