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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
1401
Winthrop Advisory Group
Massachusetts
$247K +$18.5K +299 +8%
EIP
1402
Epoch Investment Partners
New York
$247K +$1.85K +30 +0.8%
LG
1403
Leuthold Group
Minnesota
$247K -$5.88K -95 -2%
AAS
1404
Asset Allocation Strategies
Michigan
$245K -$11.1K -180 -4%
SW
1405
SlateStone Wealth
Florida
$245K +$242K +3,907 New
MS
1406
Maven Securities
Jersey
$244K -$706K -11,421 -75%
BMC
1407
Beaton Management Company
Massachusetts
$244K – – –
LSPW
1408
Lake Street Private Wealth
Illinois
$243K -$8.04K -130 -3%
BBW
1409
Blue Barn Wealth
Utah
$241K +$17.6K +285 +8%
CM
1410
Castleark Management
Illinois
$241K -$9.31M -150,570 -98%
RCM
1411
Requisite Capital Management
Texas
$240K – – –
SIMG
1412
Sonora Investment Management Group
Arizona
$239K +$236K +3,822 New
1WM
1413
1858 Wealth Management
Ohio
$237K -$10.9K -176 -4%
SSA
1414
Sierra Summit Advisors
Nevada
$237K -$17.9K -289 -7%
APP
1415
Avantax Planning Partners
Iowa
$237K -$42.2K -682 -15%
BFA
1416
Beaumont Financial Advisors
Massachusetts
$236K -$9.71K -157 -4%
RCM
1417
Raleigh Capital Management
North Carolina
$236K -$24.7K -399 -10%
FFA
1418
Fi3 Financial Advisors
Indiana
$235K +$233K +3,760 New
FCM
1419
Fourpath Capital Management
Oklahoma
$235K -$41.7K -675 -15%
CAI
1420
Capital Advisors Inc
Oklahoma
$234K -$20.4K -330 -8%
LAM
1421
Lifestyle Asset Management
Texas
$233K +$9.89K +160 +4%
UFF
1422
USA Financial Formulas
Michigan
$232K -$1.08M -17,449 -82%
KFI
1423
Key Financial Inc
Pennsylvania
$232K +$742 +12 +0.3%
PCFFS
1424
Pacific Center for Financial Services
California
$231K – – –
FNBOO
1425
First National Bank of Omaha
Nebraska
$230K – – –
55 56
57
58 59