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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
1351
Chase Investment Counsel
Virginia
$649K +$607K +6,396 New
TFA
1352
Transamerica Financial Advisors
Florida
$648K +$58K +611 +11%
AG
1353
AlTi Global
New York
$647K -$1.9K -20 -0.3%
HI
1354
Harbour Investments
Wisconsin
$646K +$110K +1,158 +22%
HBT
1355
Heartland Bank & Trust
Illinois
$645K -$1.14K -12 -0.2%
PPW
1356
Parcion Private Wealth
Washington
$645K -$2.37K -25 -0.4%
RCA
1357
Resonant Capital Advisors
Wisconsin
$644K +$21.8K +230 +4%
CAC
1358
Certified Advisory Corp
Florida
$644K +$759 +8 +0.1%
DO
1359
denkapparat Operations
Germany
$643K +$601K +6,338 New
TAM
1360
Titleist Asset Management
Texas
$638K -$9.68K -102 -2%
BAM
1361
Brickwood Asset Management
United Kingdom
$637K +$88.5K +933 +17%
FLPIM
1362
F.L. Putnam Investment Management
Massachusetts
$636K -$2.94K -31 -0.5%
GF
1363
Gries Financial
Ohio
$634K +$8.63K +91 +1%
CAU
1364
Caxton Associates (UK)
$632K -$3.92M -41,292 -87%
CIM
1365
CIM Investment Management
Pennsylvania
$632K -$606K -6,390 -51%
EP
1366
Elkhorn Partners
Nebraska
$629K -$85.4K -900 -13%
IA
1367
IFG Advisors
Missouri
$629K – – –
LJAC
1368
L.J. Altfest & Co
New York
$626K -$5.41K -57 -0.9%
IA
1369
Insight Advisors
Pennsylvania
$625K -$949 -10 -0.2%
GTAM
1370
Global Trust Asset Management
Florida
$624K +$138K +1,450 +31%
QPWM
1371
Quadrant Private Wealth Management
Pennsylvania
$614K +$53.6K +565 +10%
CPA
1372
Capital Performance Advisors
California
$613K +$259K +2,728 +82%
FA
1373
Fortis Advisors
Pennsylvania
$611K -$142K -1,500 -20%
MFG
1374
Magnus Financial Group
New York
$610K -$4.37K -46 -0.8%
SIC
1375
SJS Investment Consulting
Ohio
$609K +$36.6K +386 +7%