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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1451
Cladis Investment Advisory
Montana
$670K – – –
BRIA
1452
Balanced Rock Investment Advisors
Massachusetts
$665K -$17.2K -151 -3%
SFC
1453
SYM Financial Corp
Indiana
$664K +$5.35K +47 +0.8%
AU
1454
AlphaGrep UK
$662K +$444K +3,900 +201%
AIM
1455
Adapt Investment Managers
Switzerland
$658K +$661K +5,801 New
CFG
1456
Copley Financial Group
California
$657K -$18.2K -160 -3%
RA
1457
Riversedge Advisors
Delaware
$656K -$6.72K -59 -1%
GC
1458
Gilbert & Cook
Iowa
$653K +$3.99K +35 +0.6%
APW
1459
Aurora Private Wealth
New Jersey
$651K – – –
GWS
1460
Greykasell Wealth Strategies
California
$651K +$228 +2 +0%
ZBNA
1461
Zions Bancorporation, National Association
Utah
$650K -$190K -1,665 -23%
ALAM
1462
Asahi Life Asset Management
Japan
$648K -$130K -1,142 -17%
BFG
1463
Baron Financial Group
New Jersey
$646K -$18.9K -166 -3%
SFWA
1464
Summit Financial Wealth Advisors
Louisiana
$645K +$25.9K +227 +4%
RC
1465
Rexford Capital
Texas
$643K +$14.5K +127 +2%
PWM
1466
Palacios Wealth Management
Florida
$639K +$61.8K +543 +12%
MWS
1467
MFA Wealth Services
California
$639K -$1.71K -15 -0.3%
DOA
1468
D'Orazio & Associates
Virginia
$634K -$4.78K -42 -0.7%
KC
1469
Kepler Cheuvreux
$632K +$634K +5,570 New
AWM
1470
Accel Wealth Management
Iowa
$629K +$158K +1,386 +33%
MWM
1471
Mission Wealth Management
California
$629K +$45.6K +400 +8%
MSR
1472
Main Street Research
Connecticut
$627K +$89.5K +786 +17%
PCM
1473
Polymer Capital Management
New York
$627K -$407K -3,578 -39%
EA
1474
Everpar Advisors
Oklahoma
$626K +$8.65K +76 +1%
IIL
1475
Income Insurance Ltd
$625K – – –