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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1401
Catalina Capital Group
California
$253K -$1.29K -21 -0.5%
WANY
1402
Wealthspire Advisors (New York)
New York
$252K +$28.2K +457 +13%
1WM
1403
1858 Wealth Management
Ohio
$252K +$245K +3,968 New
BFA
1404
Beaumont Financial Advisors
Massachusetts
$250K +$7.52K +122 +3%
EIP
1405
Epoch Investment Partners
New York
$248K +$31.2K +506 +15%
MHR
1406
Matthew Hamilton Rosenberg
$247K – – –
BMC
1407
Beaton Management Company
Massachusetts
$247K – – –
LA
1408
Legacy Advisors
Pennsylvania
$247K +$23.1K +374 +11%
NSB
1409
Norway Savings Bank
Maine
$247K -$7.4K -120 -3%
NRI
1410
NFP Retirement Inc
California
$245K +$1.67K +27 +0.7%
WQ
1411
Wealth Quarterback
New Jersey
$245K -$633K -10,259 -73%
EM
1412
ELCO Management
New York
$244K +$237K +3,840 New
RCM
1413
Requisite Capital Management
Texas
$243K -$55.5K -900 -19%
T
1414
TOBAM
France
$243K -$442K -7,176 -65%
RSS
1415
Rosenblum Silverman Sutton
California
$243K – – –
LS
1416
Livforsakringsbolaget Skandia
Sweden
$241K – – –
TS
1417
Tamar Securities
California
$241K +$234K +3,794 New
DA
1418
DCM Advisors
New York
$241K -$141K -2,290 -38%
CW
1419
CreativeOne Wealth
Kansas
$240K -$468K -7,596 -67%
GWANC
1420
Guardian Wealth Advisors (North Carolina)
North Carolina
$237K -$40.4K -655 -15%
PVI
1421
Pine Valley Investments
New Jersey
$236K -$66.2K -1,074 -22%
JIC
1422
Joel Isaacson & Co
New York
$236K +$8.08K +131 +4%
JWS
1423
Juncture Wealth Strategies
Arizona
$235K +$228K +3,698 New
PCFFS
1424
Pacific Center for Financial Services
California
$234K – – –
KFI
1425
Key Financial Inc
Pennsylvania
$234K +$11.2K +182 +5%
55 56
57
58 59