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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
JIR
1401
James Investment Research
Ohio
$5K – – –
RFM
1402
Royal Fund Management
Florida
$5K +$4.91K +80 New
RWA
1403
Ropes Wealth Advisors
Massachusetts
$4K -$552 -9 -13%
APSP
1404
Asset Planning Services (Pennsylvania)
Pennsylvania
$4K – – –
RWG
1405
Regal Wealth Group
California
$4K – – –
CPA
1406
Clear Perspective Advisors
Illinois
$4K +$2.82K +46 +460%
HH
1407
HWG Holdings
Texas
$4K +$4.05K +66 New
SQA
1408
Simon Quick Advisors
New Jersey
$3K -$45.1K -735 -94%
PFO
1409
Pathstone Family Office
New Jersey
$3K -$10.1K -164 -81%
ARMC
1410
American Research & Management Company
Massachusetts
$3K – – –
BCFS
1411
Butensky & Cohen Financial Security
Florida
$3K – – –
HT
1412
Heritage Trust
Oklahoma
$3K – – –
PCFFS
1413
Pacific Center for Financial Services
California
$3K – – –
RWM
1414
Raffa Wealth Management
District of Columbia
$2.67K +$2.45K +40 New
AOWM
1415
Alpha Omega Wealth Management
Virginia
$2K – – –
CFN
1416
Cordasco Financial Network
Florida
$2K – – –
TCCM
1417
Timber Creek Capital Management
Massachusetts
$2K – – –
BWA
1418
Burt Wealth Advisors
Maryland
$1K -$17K -278 -95%
AIS
1419
Accurate Investment Solutions
Pennsylvania
$1K -$15.3K -250 -96%
Financial Engines Advisors
1420
Financial Engines Advisors
California
$1K -$12.4K -203 -94%
CFA
1421
Camarda Financial Advisors
Florida
$1K -$4.29K -70 -80%
NR
1422
Newfound Research
Massachusetts
$1K -$61 -1 -10%
BCM
1423
Blume Capital Management
California
$1K – – –
HS
1424
Horan Securities
United States
$1K – – –
MWM
1425
Mascoma Wealth Management
New Hampshire
$1K – – –