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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
1501
Foster & Motley
Ohio
$354K -$7.95K -110 -3%
LSL
1502
Legacy Solutions LLC
Pennsylvania
$354K +$29.9K +414 +11%
VC
1503
Vicus Capital
Pennsylvania
$353K -$5.78K -80 -2%
CAI
1504
Capital Advisors Inc
Oklahoma
$351K +$3.11K +43 +1%
BA
1505
Bluesphere Advisors
Pennsylvania
$351K +$72 +1 +0%
NWA
1506
Navis Wealth Advisors
New York
$349K – – –
IWP
1507
Invenio Wealth Partners
Florida
$347K +$294K +4,074 New
MFS
1508
Mattson Financial Services
Michigan
$346K +$294K +4,067 New
TS
1509
Tamar Securities
California
$344K +$5.78K +80 +2%
GEA
1510
Glen Eagle Advisors
New Jersey
$343K – – –
SIM
1511
Seaview Investment Managers
Florida
$342K -$14.5K -200 -5%
FFA
1512
First Foundation Advisors
California
$341K – – –
OAM
1513
Oxford Asset Management
United Kingdom
$340K -$489K -6,767 -63%
RBC
1514
Roble Belko & Company
Pennsylvania
$340K – – –
BFA
1515
Beaumont Financial Advisors
Massachusetts
$338K -$27.8K -384 -9%
BBW
1516
Blue Barn Wealth
Utah
$338K +$17K +235 +6%
WCA
1517
Westover Capital Advisors
Delaware
$337K – – –
RA
1518
Riversedge Advisors
Delaware
$337K +$43.1K +596 +18%
BWP
1519
Balboa Wealth Partners
Arizona
$337K +$80.7K +1,117 +39%
RFN
1520
RDA Financial Network
Iowa
$335K +$9.4K +130 +3%
FWCM
1521
Ferguson Wellman Capital Management
Oregon
$335K +$67.9K +940 +31%
FMTC
1522
Farmers & Merchants Trust Company
California
$333K +$56.2K +778 +25%
BAM
1523
Brickwood Asset Management
United Kingdom
$332K +$386K +5,345 New
EFG
1524
Embree Financial Group
Illinois
$332K +$16.3K +225 +6%
ADMI
1525
Albert D. Mason Inc
Massachusetts
$331K +$16.4K +227 +6%
59 60
61
62 63