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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
JC
1551
JCSD Capital
California
$4.52K – – –
HBW
1552
Hazlett, Burt & Watson
West Virginia
$4K +$45 +1 +1%
PCM
1553
Penserra Capital Management
California
$4K +$4.72K +104 New
TCM
1554
Tradewinds Capital Management
Washington
$3.98K – – –
MSCM
1555
McElhenny Sheffield Capital Management
Texas
$3.75K +$3.77K +83 New
WCMN
1556
Westchester Capital Management (Nebraska)
Nebraska
$3.31K – – –
DWMG
1557
DB Wealth Management Group
California
$3.3K +$3.32K +73 New
GMA
1558
Glassy Mountain Advisors
Maryland
$3.12K +$3.13K +69 New
CAS
1559
Coppell Advisory Solutions
Texas
$3.08K +$3.09K +68 New
CASC
1560
Coppell Advisory Solutions Corp
Texas
$3.08K +$3.09K +68 New
EAM
1561
Eukles Asset Management
Ohio
$3K – – –
LFA
1562
Legend Financial Advisors
Pennsylvania
$2.76K – – –
EWM
1563
Evermay Wealth Management
Virginia
$2.62K – – –
DI
1564
Disciplined Investments
Oklahoma
$2.58K -$2.73K -60 -51%
RTL
1565
Red Tortoise LLC
Georgia
$2.31K +$2.32K +51 New
IAA
1566
Independent Advisor Alliance
North Carolina
$2.31K -$126K -2,765 -5%
CM
1567
Cornerstone Management
Georgia
$2.26K – – –
IFAM
1568
Institutional & Family Asset Management
Colorado
$2.26K – – –
APC
1569
Aspire Private Capital
North Carolina
$2.11K +$45 +1 +2%
CPA
1570
Cowen Prime Advisors
New York
$2K – – –
MPCL
1571
My Personal CFO LLC
Washington
$1.99K +$2K +44 New
JFG
1572
JDM Financial Group
Texas
$1.72K +$1.73K +38 New
AFS
1573
Annapolis Financial Services
Maryland
$1.49K -$41K -902 -96%
FSWA
1574
Financial Synergies Wealth Advisors
Texas
$1.45K +$182 +4 +14%
LSA
1575
Lansing Street Advisors
Pennsylvania
$1.36K +$1.36K +30 New