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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
WP
1426
WealthSource Partners
California
$226K +$207K +3,103 New
TFIPS
1427
Towarzystwo Funduszy Inwestycyjnych PZU SA
$222K -$4.67K -70 -2%
WAG
1428
Winthrop Advisory Group
Massachusetts
$222K +$203K +3,046 New
AWS
1429
AJ Wealth Strategies
New York
$221K +$203K +3,035 New
SDAM
1430
Shulman DeMeo Asset Management
New York
$221K +$203K +3,036 New
TPA
1431
Trivium Point Advisory
Connecticut
$221K +$203K +3,036 New
QCM
1432
Quantinno Capital Management
New York
$221K +$203K +3,037 New
JIC
1433
Joel Isaacson & Co
New York
$221K +$203K +3,041 New
CC
1434
Constitution Capital
Connecticut
$220K -$26.7K -400 -12%
EW
1435
Evoke Wealth
California
$220K +$73.6K +1,102 +58%
CBT
1436
Capital Bank & Trust
California
$220K +$202K +3,020 New
SFO
1437
Stokes Family Office
Louisiana
$220K +$202K +3,027 New
CCG
1438
Cypress Capital Group
Florida
$219K +$201K +3,006 New
MW
1439
MBL Wealth
North Carolina
$219K +$201K +3,013 New
NW
1440
NewEdge Wealth
Pennsylvania
$218K +$200K +2,992 New
WP
1441
WMS Partners
Maryland
$218K +$200K +3,000 New
BCWM
1442
Bartlett & Co Wealth Management
Ohio
$217K +$2K +30 +1%
HCP
1443
Hexagon Capital Partners
Arkansas
$217K – – –
BC
1444
Bartlett & Co
Ohio
$217K +$2K +30 +1%
CBFP
1445
Cedar Brook Financial Partners
Ohio
$217K +$200K +2,989 New
VDI
1446
Vaughan David Investments
Illinois
$215K +$198K +2,962 New
RMAM
1447
Raab & Moskowitz Asset Management
New Jersey
$215K +$198K +2,964 New
MHR
1448
Matthew Hamilton Rosenberg
$214K +$5.87K +88 +3%
BB
1449
Bell Bank
North Dakota
$214K +$197K +2,947 New
CB
1450
CNB Bank
Pennsylvania
$213K -$2.14K -32 -1%