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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1526
Alta Wealth Advisors
Massachusetts
$569K +$26K +250 +5%
AO
1527
Advisor OS
Illinois
$567K +$2.8K +27 +0.6%
NSAM
1528
North Star Asset Management
Wisconsin
$565K -$213K -2,048 -30%
IWP
1529
Invenio Wealth Partners
Florida
$564K +$1.45K +14 +0.3%
SIM
1530
Sentry Investment Management
Wisconsin
$563K
FCA
1531
FLC Capital Advisors
California
$562K -$42.4K -408 -8%
DTL
1532
Dynamic Technology Lab
Singapore
$561K +$108K +1,039 +28%
Financial Engines Advisors
1533
Financial Engines Advisors
California
$561K +$33.2K +320 +7%
AWM
1534
Ariadne Wealth Management
California
$559K +$45.4K +437 +10%
OF
1535
Optimize Financial
California
$559K +$7.06K +68 +1%
BHPW
1536
Beverly Hills Private Wealth
California
$558K
RIA
1537
Regal Investment Advisors
Michigan
$558K +$78.3K +754 +19%
CCFM
1538
Clear Creek Financial Management
Washington
$556K +$495K +4,762 New
AP
1539
Anchyra Partners
Georgia
$555K +$494K +4,757 New
ESB
1540
Essex Savings Bank
Connecticut
$554K +$1.14K +11 +0.2%
CA
1541
Claro Advisors
Massachusetts
$554K +$7.17K +69 +1%
MSR
1542
Main Street Research
Connecticut
$553K -$16K -154 -3%
BCWM
1543
Bartlett & Co Wealth Management
Ohio
$551K -$54.4K -524 -10%
BWP
1544
Balboa Wealth Partners
Arizona
$551K +$96.6K +930 +25%
CL
1545
COWA LLC
Oklahoma
$551K -$104K -1,000 -17%
CWS
1546
Confluence Wealth Services
Pennsylvania
$549K -$9.24K -89 -2%
ACG
1547
Allen Capital Group
Nebraska
$547K +$24.2K +233 +5%
FHC
1548
First Heartland Consultants
Missouri
$544K +$519 +5 +0.1%
WWC
1549
Waypoint Wealth Counsel
Georgia
$543K +$38.9K +375 +9%
WSCM
1550
Wellington Shields Capital Management
New York
$541K +$1.04K +10 +0.2%