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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
BG
1426
Bollard Group
Massachusetts
$60K +$190 +4 +0.3%
RWA
1427
Ropes Wealth Advisors
Massachusetts
$60K +$1.04K +22 +2%
EWM
1428
Elmwood Wealth Management
California
$58K -$741K -15,621 -93%
CHA
1429
Carmichael Hill & Associates
Maryland
$57K +$3.32K +70 +7%
CWC
1430
Carolinas Wealth Consulting
North Carolina
$57K +$52.8K +1,112 New
WIM
1431
Westside Investment Management
California
$56.5K -$109K -2,300 -25%
SIAS
1432
Shine Investment Advisory Services
Colorado
$56K -$13.8K -290 -21%
MSFP
1433
Mark Sheptoff Financial Planning
Connecticut
$56K +$4.75K +100 +10%
AWM
1434
Avior Wealth Management
Nebraska
$55K +$23.9K +503 +87%
MF
1435
Manchester Financial
California
$53K -$5.46K -115 -10%
EARNEST Partners
1436
EARNEST Partners
Georgia
$53K -$4.13K -87 -8%
VNA
1437
Valley National Advisers
Pennsylvania
$51K -$22.4K -472 -32%
SFSIG
1438
San Francisco Sentry Investment Group
California
$51K +$380 +8 +0.8%
AWA
1439
Arkadios Wealth Advisors
Georgia
$50K -$16.2K -341 -26%
APW
1440
Acima Private Wealth
Virginia
$48K – – –
CFD
1441
Creative Financial Designs
Indiana
$48K +$35K +737 +363%
CFFP
1442
Center for Financial Planning
Michigan
$46K -$16.4K -345 -28%
APWM
1443
Atlas Private Wealth Management
New York
$46K -$8.11K -171 -16%
BAM
1444
Barrett Asset Management
New York
$46K – – –
CFO
1445
CVA Family Office
Colorado
$46K +$807 +17 +2%
BWP
1446
Baldwin Wealth Partners
Massachusetts
$44K – – –
CB
1447
Community Bank
New York
$43K – – –
GTAM
1448
Global Trust Asset Management
Florida
$43K – – –
SGAM
1449
Smith Group Asset Management
Texas
$43K +$95 +2 +0.2%
HI
1450
Hudock Inc
Pennsylvania
$43K +$4.79K +101 +13%