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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
ESB
1551
Essex Savings Bank
Connecticut
$686K +$1.69K +13 +0.3%
CIC
1552
Carnegie Investment Counsel
Ohio
$684K -$77.8K -598 -11%
TWP
1553
Tyche Wealth Partners
Texas
$684K +$114K +873 +22%
NSAM
1554
North Star Asset Management
Wisconsin
$684K +$4.95K +38 +0.8%
CFA
1555
Collaborative Fund Advisors
Nevada
$681K +$633K +4,866 New
FFG
1556
Forum Finance Group
$681K +$159K +1,225 +26%
AA
1557
Advisory Alpha
Michigan
$680K +$5.73K +44 +0.9%
GFP
1558
Gryphon Financial Partners
Ohio
$680K +$19.9K +153 +3%
MFG
1559
Magnus Financial Group
New York
$679K +$43.1K +331 +7%
FWP
1560
Flatrock Wealth Partners
California
$679K +$41.3K +317 +7%
OFS
1561
Orrstown Financial Services
Pennsylvania
$678K -$50.6K -389 -7%
CCG
1562
Cypress Capital Group
Florida
$678K +$39.1K +300 +7%
TWM
1563
TRB Wealth Management
Texas
$678K
FPF
1564
First Pacific Financial
Washington
$678K +$620K +4,761 +5,878%
ML
1565
McAdam LLC
Pennsylvania
$677K +$59.8K +459 +10%
BI
1566
Ballast Inc
Kentucky
$675K +$628K +4,822 New
PWM
1567
Pines Wealth Management
North Carolina
$672K +$1.43K +11 +0.2%
FFM
1568
Forum Financial Management
Illinois
$670K +$17.4K +134 +3%
AWA
1569
Alta Wealth Advisors
Massachusetts
$670K -$9.37K -72 -1%
Financial Engines Advisors
1570
Financial Engines Advisors
California
$668K +$14.4K +111 +2%
NB
1571
NBT Bank
New York
$663K -$57.7K -443 -9%
BCA
1572
Bay Colony Advisors
Massachusetts
$660K -$14.4K -111 -2%
SWM
1573
Sandro Wealth Management
New Jersey
$660K +$45.4K +349 +8%
RFS
1574
Richardson Financial Services
Massachusetts
$658K +$177K +1,360 +41%
SF
1575
Symphony Financial
Texas
$656K +$343K +2,636 +131%