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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
CWWM
1451
Curry Webb Wealth Management
Indiana
$843K -$442K -3,396 -36%
AOCA
1452
Angel Oak Capital Advisors
Georgia
$840K -$651K -5,000 -45%
AWM
1453
Arista Wealth Management
Nevada
$837K -$509K -3,913 -40%
JWM
1454
Jeppson Wealth Management
California
$836K -$204K -1,566 -21%
PG
1455
Patten Group
Tennessee
$835K +$70.2K +539 +10%
NAM
1456
NTV Asset Management
West Virginia
$835K +$1.95K +15 +0.3%
CIA
1457
Caerus Investment Advisors
Texas
$832K +$74.2K +570 +11%
CC
1458
Centiva Capital
New York
$831K -$2.89M -22,208 -79%
CH
1459
Cromwell Holdings
Wyoming
$830K – – –
CIA
1460
Cladis Investment Advisory
Montana
$827K – – –
EP
1461
Elkhorn Partners
Nebraska
$826K -$26K -200 -3%
CCWM
1462
Cassaday & Co Wealth Management
Virginia
$825K -$21.2K -163 -3%
HBT
1463
Hills Bank & Trust
Iowa
$824K -$14.8K -114 -2%
CIAS
1464
Capital Investment Advisory Services
North Carolina
$818K -$47.9K -368 -6%
EA
1465
Everpar Advisors
Oklahoma
$817K +$41.7K +320 +6%
BCM
1466
Boltwood Capital Management
California
$817K +$134K +1,033 +22%
TVPW
1467
Third View Private Wealth
Connecticut
$816K +$82.7K +635 +12%
MSR
1468
Main Street Research
Connecticut
$812K +$36.1K +277 +5%
GC
1469
Gilbert & Cook
Iowa
$811K +$5.6K +43 +0.7%
SIC
1470
Samalin Investment Counsel
New York
$809K -$49.2K -378 -6%
BLC
1471
Blue Line Capital
Illinois
$807K +$750K +5,765 New
CFO
1472
Cambient Family Office
Michigan
$807K +$320K +2,461 +75%
WCA
1473
Westover Capital Advisors
Delaware
$804K +$213K +1,635 +40%
ZBNA
1474
Zions Bancorporation, National Association
Utah
$803K +$391 +3 +0.1%
DOA
1475
D'Orazio & Associates
Virginia
$802K +$17.8K +137 +2%