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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
CT
1401
Colonial Trust
South Carolina
$726K -$50.4K -443 -6%
OC
1402
Opinicus Capital
Florida
$725K +$3.87K +34 +0.5%
EFM
1403
E Fund Management
China
$724K +$727K +6,384 New
TPWM
1404
Twelve Points Wealth Management
Massachusetts
$723K -$4.67K -41 -0.6%
MSFS
1405
Main Street Financial Solutions
Pennsylvania
$722K +$17.7K +155 +2%
NFA
1406
Northern Financial Advisors
Michigan
$721K +$282K +2,472 +64%
GM
1407
GeoWealth Management
Illinois
$721K +$12.1K +106 +2%
RIL
1408
Rothschild Investment LLC
Illinois
$720K +$219K +1,919 +43%
FLPIM
1409
F.L. Putnam Investment Management
Massachusetts
$720K +$10.8K +95 +2%
AA
1410
Armis Advisers
Georgia
$719K +$354K +3,112 +116%
JTWM
1411
Jackson Thornton Wealth Management
Alabama
$718K +$91.7K +805 +16%
DIP
1412
Davis Investment Partners
North Carolina
$717K -$303K -2,657 -30%
DT
1413
DV Trading
Illinois
$715K +$696K +6,114 +3,168%
CAC
1414
Certified Advisory Corp
Florida
$715K -$342 -3 -0%
UFF
1415
USA Financial Formulas
Michigan
$715K -$74.5K -654 -9%
TAM
1416
Titleist Asset Management
Texas
$713K -$8.88K -78 -1%
SC
1417
Sapient Capital
Indiana
$709K +$486K +4,264 +214%
SAM
1418
Strategy Asset Managers
California
$707K +$710K +6,234 New
CIAS
1419
Capital Investment Advisory Services
North Carolina
$704K -$5.01K -44 -0.7%
TFIPS
1420
Towarzystwo Funduszy Inwestycyjnych PZU SA
$704K +$187K +1,645 +36%
UIM
1421
Unified Investment Management
Georgia
$704K -$8.43K -74 -1%
IA
1422
IFG Advisors
Missouri
$703K – – –
GC
1423
GatePass Capital
Ohio
$703K +$383K +3,359 +118%
CIM
1424
CIM Investment Management
Pennsylvania
$702K -$3.42K -30 -0.5%
IP
1425
Ignite Planners
California
$702K +$12.1K +106 +2%