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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
ML
1576
McAdam LLC
Pennsylvania
$677K +$59.8K +459 +10%
BI
1577
Ballast Inc
Kentucky
$675K +$628K +4,822 New
PWM
1578
Pines Wealth Management
North Carolina
$672K +$1.43K +11 +0.2%
FFM
1579
Forum Financial Management
Illinois
$670K +$17.4K +134 +3%
AWA
1580
Alta Wealth Advisors
Massachusetts
$670K -$9.37K -72 -1%
Financial Engines Advisors
1581
Financial Engines Advisors
California
$668K +$14.4K +111 +2%
NB
1582
NBT Bank
New York
$663K -$57.7K -443 -9%
BCA
1583
Bay Colony Advisors
Massachusetts
$660K -$14.4K -111 -2%
SWM
1584
Sandro Wealth Management
New Jersey
$660K +$45.4K +349 +8%
CCMR
1585
Core Capital Management & Research
Texas
$658K +$651K +5,000 New
RFS
1586
Richardson Financial Services
Massachusetts
$658K +$177K +1,360 +41%
SF
1587
Symphony Financial
Texas
$656K +$343K +2,636 +131%
PPW
1588
Pasadena Private Wealth
California
$656K +$124K +951 +25%
WRPWM
1589
Werba Rubin Papier Wealth Management
California
$656K -$15.2K -117 -2%
CL
1590
COWA LLC
Oklahoma
$654K – – –
RIA
1591
Regal Investment Advisors
Michigan
$651K -$16.1K -124 -3%
OL
1592
OneFund LLC
Florida
$650K -$34.6K -266 -5%
RI
1593
Ridgewood Investments
New Jersey
$650K -$56.1K -431 -8%
OWA
1594
Opal Wealth Advisors
New York
$649K -$59.2K -455 -9%
I
1595
InceptionR
California
$649K -$797K -6,123 -57%
PG
1596
Prostatis Group
Maryland
$649K +$4.82K +37 +0.8%
FWA
1597
FSM Wealth Advisors
Ohio
$645K +$47.3K +363 +9%
VCM
1598
Voleon Capital Management
California
$644K -$1.09M -8,411 -65%
WCM
1599
Washington Capital Management
Washington
$644K +$599K +4,600 New
CWM
1600
Chemistry Wealth Management
New York
$641K -$260 -2 -0%