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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
WP
1351
WealthSource Partners
California
$313K +$5.25K +79 +2%
GVAG
1352
Great Valley Advisor Group
Delaware
$312K -$91K -1,368 -22%
LF
1353
Lantz Financial
Illinois
$312K
CFA
1354
Compass Financial Advisors
Indiana
$311K +$342K +5,150 New
HA
1355
HFG Advisors
Ohio
$311K +$343K +5,156 New
WA
1356
WBH Advisory
Maryland
$310K +$199 +3 +0.1%
CCMG
1357
Clark Capital Management Group
Pennsylvania
$310K +$465 +7 +0.1%
RIG
1358
Roosevelt Investment Group
New York
$310K +$864 +13 +0.3%
DAS
1359
Dynamic Advisor Solutions
Arizona
$308K -$5.58K -84 -2%
XSC
1360
X-Square Capital
Puerto Rico
$308K +$864 +13 +0.3%
MW
1361
Marcum Wealth
Ohio
$307K -$122K -1,839 -27%
BO
1362
BRR OpCo
Ohio
$307K -$27.1K -407 -7%
AIA
1363
Affinity Investment Advisors
California
$307K +$11.4K +172 +4%
MWPCG
1364
Measured Wealth Private Client Group
New Hampshire
$307K +$13.4K +202 +4%
SP
1365
Successful Portfolios
Florida
$306K
HDIM
1366
Hanson & Doremus Investment Management
Vermont
$306K +$16.8K +252 +5%
ESB
1367
Essex Savings Bank
Connecticut
$306K +$26.6K +400 +9%
AR
1368
Apeiron RIA
Texas
$306K +$337K +5,072 New
LCP
1369
Legacy Capital Partners
Wisconsin
$305K +$336K +5,050 New
NB
1370
Nicolet Bankshares
Wisconsin
$304K
WWMSC
1371
Wagner Wealth Management (South Carolina)
South Carolina
$304K +$665 +10 +0.2%
CF
1372
Clarity Financial
Texas
$304K +$2.33K +35 +0.7%
CM
1373
Caption Management
Oklahoma
$303K -$1.21M -18,200 -78%
LIM
1374
Leavell Investment Management
Alabama
$303K -$106K -1,595 -24%
GJIC
1375
Gamble Jones Investment Counsel
California
$303K