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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
FFG
1501
Frisch Financial Group
New York
$214K +$198K +2,678 New
PGWM
1502
Parisi Gray Wealth Management
New Jersey
$213K -$94.3K -1,276 -32%
SC
1503
Steph & Co
Wisconsin
$213K +$197K +2,660 New
CCG
1504
Cypress Capital Group
Florida
$213K +$197K +2,667 New
SIA
1505
Starfire Investment Advisers
Michigan
$213K +$197K +2,668 New
BWM
1506
BigSur Wealth Management
Florida
$213K +$197K +2,670 New
BRC
1507
Bell Rock Capital
Delaware
$212K +$15.6K +211 +9%
FNC
1508
First National Corp
Massachusetts
$212K +$196K +2,648 New
SWM
1509
Sugarloaf Wealth Management
Georgia
$212K +$196K +2,652 New
SIA
1510
Soltis Investment Advisors
Utah
$212K +$196K +2,656 New
CA
1511
Claro Advisors
Massachusetts
$211K +$195K +2,636 New
CWM
1512
Confluence Wealth Management
Oregon
$211K +$195K +2,637 New
BA
1513
Bristlecone Advisors
Washington
$210K +$194K +2,623 New
ACA
1514
Affinity Capital Advisors
California
$210K +$194K +2,631 New
SWK
1515
Stephen W. Kidder
$208K +$192K +2,600 New
MPCG
1516
Matrix Private Capital Group
New York
$208K +$193K +2,606 New
BL
1517
Balentine LLC
Georgia
$207K +$152K +2,054 +386%
DMC
1518
Drexel Morgan & Co
Pennsylvania
$207K +$191K +2,585 New
AAM
1519
AR Asset Management
California
$206K +$190K +2,576 New
LC
1520
Lavaca Capital
Texas
$205K +$190K +2,569 New
BA
1521
Birinyi Associates
Connecticut
$204K +$188K +2,550 New
FANJ
1522
Financial Architects (New Jersey)
New Jersey
$203K +$68.4K +926 +57%
HTC
1523
Haverford Trust Company
Pennsylvania
$202K +$186K +2,524 New
TWA
1524
TCI Wealth Advisors
Arizona
$200K +$58.3K +789 +46%
SCM
1525
Silvant Capital Management
Georgia
$191K – – –