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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
ACG
1476
Allen Capital Group
Nebraska
$373K +$71.1K +984 +29%
EWM
1477
Evercore Wealth Management
New York
$373K – – –
JWA
1478
JFS Wealth Advisors
Pennsylvania
$372K -$38.7K -536 -11%
FZCM
1479
Flynn Zito Capital Management
New York
$372K -$31.6K -437 -9%
BTWM
1480
Brass Tax Wealth Management
Ohio
$372K -$2.89K -40 -0.9%
Hudson Bay Capital Management
1481
Hudson Bay Capital Management
Connecticut
$372K -$99.4M -1,375,743 -100%
KMWM
1482
Keudell/Morrison Wealth Management
Oregon
$371K -$4.48K -62 -1%
BWCS
1483
Beirne Wealth Consulting Services
Connecticut
$369K – – –
WF
1484
Wayfinding Financial
Washington
$369K +$23.1K +319 +9%
XSC
1485
X-Square Capital
Puerto Rico
$367K +$145 +2 +0%
Financial Engines Advisors
1486
Financial Engines Advisors
California
$367K +$13.6K +188 +5%
ML
1487
McAdam LLC
Pennsylvania
$366K -$9.4K -130 -3%
PP
1488
Pingora Partners
Wyoming
$366K -$14.5K -200 -4%
AO
1489
Advisor OS
Illinois
$364K +$37.7K +522 +14%
VFA
1490
Voya Financial Advisors
Connecticut
$364K -$6.94K -96 -2%
WMP
1491
Wealth Management Partners
Arizona
$362K +$47K +650 +19%
TGAM
1492
TBH Global Asset Management
Tennessee
$361K -$26.5K -367 -8%
SAI
1493
Systematic Alpha Investments
New Jersey
$361K – – –
ACL
1494
Applied Capital LLC
Florida
$360K -$1.45K -20 -0.5%
RFP
1495
Root Financial Partners
California
$360K +$306K +4,231 New
AF
1496
Apexium Financial
Texas
$360K +$14K +193 +5%
CB
1497
Cadence Bank
Mississippi
$358K -$651 -9 -0.2%
BG
1498
Bahl & Gaynor
Ohio
$358K +$15.4K +213 +5%
SCM
1499
SCS Capital Management
Massachusetts
$358K -$506 -7 -0.2%
GWM
1500
GSB Wealth Management
Connecticut
$357K +$8.02K +111 +3%