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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
HI
1351
Humankind Investments
New York
$265K +$19.2K +311 +7%
TCM
1352
Triumph Capital Management
Colorado
$264K +$306K +4,946 New
OBWG
1353
Onyx Bridge Wealth Group
New York
$263K +$328K +5,302 New
AIA
1354
Affinity Investment Advisors
California
$262K -$10.6K -172 -3%
FPAS
1355
Focus Partners Advisor Solutions
Missouri
$262K +$301K +4,867 New
FNC
1356
First National Corp
Massachusetts
$261K +$2.78K +45 +0.9%
SMA
1357
Sage Mountain Advisors
Georgia
$260K -$1.17K -19 -0.4%
EWM
1358
Endurance Wealth Management
Rhode Island
$260K +$17K +275 +6%
C
1359
Covestor
United Kingdom
$260K +$203K +3,283 +208%
DWM
1360
Drive Wealth Management
Utah
$260K +$301K +4,874 New
GM
1361
GeoWealth Management
Illinois
$259K -$103K -1,662 -26%
TFO
1362
Tarbox Family Office
California
$259K -$23.5K -380 -7%
GSWM
1363
Golden State Wealth Management
California
$259K -$23.3K -377 -7%
CWS
1364
Confluence Wealth Services
Pennsylvania
$258K -$4.39K -71 -1%
FCFC
1365
First Citizens Financial Corp
Iowa
$258K – – –
CIAS
1366
Capital Investment Advisory Services
North Carolina
$258K +$48.2K +781 +19%
GI
1367
Gradient Investments
Minnesota
$258K +$181K +2,931 +155%
DS
1368
DRW Securities
Illinois
$257K -$167K -2,697 -36%
RWP
1369
Revolve Wealth Partners
New Jersey
$257K +$20.4K +331 +7%
SW
1370
SlateStone Wealth
Florida
$255K -$61.9K -1,002 -17%
HKIM
1371
Hayek Kallen Investment Management
Alabama
$255K +$556 +9 +0.2%
PR
1372
Payden & Rygel
California
$251K -$15.9M -257,542 -98%
SFO
1373
Stokes Family Office
Louisiana
$251K +$10.1K +164 +4%
FDS
1374
First Dallas Securities
Texas
$251K +$57.6K +932 +25%
SGI
1375
Summit Global Investments
Utah
$250K +$432 +7 +0.1%