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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1326
Baystate Wealth Management
Massachusetts
$53K +$1.59K +32 +3%
EFSCE
1327
Enterprise Financial Services Corp (EFSC)
Missouri
$52K – – –
BG
1328
Bollard Group
Massachusetts
$51K +$199 +4 +0.3%
DSC
1329
Duncker Streett & Co
Missouri
$50K -$27.2K -546 -32%
SIAS
1330
Shine Investment Advisory Services
Colorado
$50K +$2.99K +60 +5%
HFRG
1331
Houlihan Financial Resource Group
Virginia
$50K +$51.4K +1,032 New
TFGT
1332
TS Financial Group (TSFG)
Illinois
$49K -$19.3K -387 -25%
FMII
1333
Farmers & Merchants Investments Inc
Nebraska
$48K -$17.9K -360 -24%
LFG
1334
Larson Financial Group
Missouri
$48K -$17.7K -355 -24%
RWA
1335
Ropes Wealth Advisors
Massachusetts
$48K -$3.44K -69 -6%
MSFP
1336
Mark Sheptoff Financial Planning
Connecticut
$47K – – –
CFFP
1337
Center for Financial Planning
Michigan
$47K +$9.46K +190 +21%
AWM
1338
Avior Wealth Management
Nebraska
$46K +$448 +9 +0.8%
TWA
1339
TCI Wealth Advisors
Arizona
$46K +$13.5K +271 +34%
EARNEST Partners
1340
EARNEST Partners
Georgia
$45K – – –
MF
1341
Manchester Financial
California
$45K – – –
EIP
1342
Ellis Investment Partners
Pennsylvania
$44K -$62.9K -1,262 -55%
PFSC
1343
Peoples Financial Services Corp
Pennsylvania
$43K -$39.9K -800 -45%
PMFA
1344
Plante Moran Financial Advisors
Michigan
$43K -$13.9K -279 -22%
SGAM
1345
Smith Group Asset Management
Texas
$40K +$4.48K +90 +11%
CFO
1346
CVA Family Office
Colorado
$39K – – –
WPA
1347
West Paces Advisors
Georgia
$38.1K -$14.7K -296 -25%
JFA
1348
JNBA Financial Advisors
Minnesota
$38K +$7.12K +143 +19%
BWP
1349
Baldwin Wealth Partners
Massachusetts
$37K – – –
RA
1350
Rational Advisors
New York
$36K -$168K -3,375 -80%