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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
BW
1601
BIP Wealth
Georgia
$641K +$118K +908 +25%
GS
1602
GTS Securities
Florida
$640K -$1.21M -9,321 -67%
RPWA
1603
Regent Peak Wealth Advisors
Georgia
$639K +$45K +346 +8%
PIA
1604
Pinion Investment Advisors
Kansas
$639K +$206K +1,580 +53%
ONGA
1605
O'Neil Global Advisors
California
$637K +$593K +4,552 New
FA
1606
Fortis Advisors
Pennsylvania
$637K – – –
LA
1607
LexAurum Advisors
Kansas
$636K +$5.34K +41 +0.9%
SAM
1608
Sagewood Asset Management
New York
$632K +$78.1K +600 +15%
PCM
1609
Pointe Capital Management
Michigan
$630K – – –
FFN
1610
Focus Financial Network
Minnesota
$630K +$33.2K +255 +6%
MAM
1611
MMA Asset Management
Pennsylvania
$630K -$85.5K -657 -13%
JWA
1612
JFS Wealth Advisors
Pennsylvania
$629K +$7.42K +57 +1%
Betterment LLC
1613
Betterment LLC
New York
$629K -$3.65K -28 -0.6%
BFA
1614
Brown Financial Advisors
Ohio
$627K -$13.4K -103 -2%
CPWM
1615
Cypress Point Wealth Management
Texas
$627K +$241K +1,851 +70%
GBT
1616
Grove Bank & Trust
Florida
$626K +$238K +1,829 +69%
FWCM
1617
Ferguson Wellman Capital Management
Oregon
$624K -$5.73K -44 -1%
TCM
1618
Teza Capital Management
Illinois
$623K +$45.4K +349 +9%
KFI
1619
Key Financial Inc
Pennsylvania
$621K +$41.1K +316 +8%
AAM
1620
Alphadyne Asset Management
New York
$621K -$1.07M -8,202 -65%
MA
1621
MJP Associates
Connecticut
$620K +$73.9K +568 +15%
IRC
1622
Investors Research Corp
Georgia
$619K – – –
BAM
1623
BOS Asset Management
Illinois
$618K -$18.9K -145 -3%
AWM
1624
Ariadne Wealth Management
California
$618K -$8.59K -66 -1%
CC
1625
Clearwave Capital
California
$618K +$62.5K +480 +12%