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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
FFM
1551
Forum Financial Management
Illinois
$528K -$3.29M -28,860 -86%
CWP
1552
CFM Wealth Partners
Texas
$523K +$85.4K +750 +19%
SB
1553
Simmons Bank
Arkansas
$522K -$120K -1,057 -19%
PG
1554
Prostatis Group
Maryland
$521K +$7.63K +67 +1%
BFA
1555
Brown Financial Advisors
Ohio
$520K -$63.5K -558 -11%
CWM
1556
Chemistry Wealth Management
New York
$520K +$456 +4 +0.1%
WAM
1557
Worth Asset Management
Texas
$519K +$58.5K +514 +13%
BAM
1558
BOS Asset Management
Illinois
$517K -$4.67K -41 -0.9%
RIA
1559
Realta Investment Advisors
Delaware
$516K +$683 +6 +0.1%
FA
1560
Fortis Advisors
Pennsylvania
$516K -$167K -1,470 -24%
CCG
1561
Cypress Capital Group
Florida
$515K +$118K +1,036 +30%
QPWM
1562
Quadrant Private Wealth Management
Pennsylvania
$515K -$122K -1,069 -19%
FWP
1563
Flatrock Wealth Partners
California
$514K +$51.7K +454 +11%
Betterment LLC
1564
Betterment LLC
New York
$513K +$515K +4,524 New
MFG
1565
Magnus Financial Group
New York
$513K -$218K -1,914 -30%
RFP
1566
Root Financial Partners
California
$513K -$55.7K -489 -10%
CWS
1567
Confluence Wealth Services
Pennsylvania
$513K -$21.4K -188 -4%
LA
1568
LexAurum Advisors
Kansas
$511K +$513K +4,507 New
PCM
1569
Pointe Capital Management
Michigan
$511K
FWCM
1570
Ferguson Wellman Capital Management
Oregon
$510K
NWAG
1571
Net Worth Advisory Group
Utah
$510K +$102K +899 +25%
SFG
1572
Seamount Financial Group
Colorado
$508K
AWM
1573
Ariadne Wealth Management
California
$508K -$59.6K -523 -10%
SIA
1574
SGL Investment Advisors
Montana
$504K +$27.8K +244 +6%
DCM
1575
DGS Capital Management
New Jersey
$504K +$193K +1,694 +62%