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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
GFP
1551
Gryphon Financial Partners
Ohio
$534K +$74.4K +653 +16%
CMT Capital Markets Trading
1552
CMT Capital Markets Trading
Germany
$533K -$2.6M -22,797 -83%
CL
1553
COWA LLC
Oklahoma
$530K -$5.01K -44 -0.9%
Financial Engines Advisors
1554
Financial Engines Advisors
California
$529K -$16.5K -145 -3%
Forum Financial Management
1555
Forum Financial Management
Illinois
$528K -$3.29M -28,860 -86%
CWP
1556
CFM Wealth Partners
Texas
$523K +$85.4K +750 +19%
SB
1557
Simmons Bank
Arkansas
$522K -$120K -1,057 -19%
PG
1558
Prostatis Group
Maryland
$521K +$7.63K +67 +1%
BFA
1559
Brown Financial Advisors
Ohio
$520K -$63.5K -558 -11%
CWM
1560
Chemistry Wealth Management
New York
$520K +$456 +4 +0.1%
WAM
1561
Worth Asset Management
Texas
$519K +$58.5K +514 +13%
BAM
1562
BOS Asset Management
Illinois
$517K -$4.67K -41 -0.9%
RIA
1563
Realta Investment Advisors
Delaware
$516K +$683 +6 +0.1%
FA
1564
Fortis Advisors
Pennsylvania
$516K -$167K -1,470 -24%
CCG
1565
Cypress Capital Group
Florida
$515K +$118K +1,036 +30%
QPWM
1566
Quadrant Private Wealth Management
Pennsylvania
$515K -$122K -1,069 -19%
FWP
1567
Flatrock Wealth Partners
California
$514K +$51.7K +454 +11%
Betterment LLC
1568
Betterment LLC
New York
$513K +$515K +4,524 New
MFG
1569
Magnus Financial Group
New York
$513K -$218K -1,914 -30%
RFP
1570
Root Financial Partners
California
$513K -$55.7K -489 -10%
Confluence Wealth Services
1571
Confluence Wealth Services
Pennsylvania
$513K -$21.4K -188 -4%
LA
1572
LexAurum Advisors
Kansas
$511K +$513K +4,507 New
PCM
1573
Pointe Capital Management
Michigan
$511K – – –
Ferguson Wellman Capital Management
1574
Ferguson Wellman Capital Management
Oregon
$510K – – –
NWAG
1575
Net Worth Advisory Group
Utah
$510K +$102K +899 +25%