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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1601
Baron Wealth Management
Michigan
$280K +$238K +3,287 New
FSBI
1602
Fearless Solutions (Best Invest)
Texas
$279K
SAMT
1603
Select Asset Management & Trust
Pennsylvania
$279K -$107K -1,480 -31%
APWM
1604
Argonautica Private Wealth Management
Massachusetts
$277K -$35.3K -488 -13%
AAB
1605
ABN AMRO Bank
Netherlands
$275K -$92.8K -1,284 -29%
Vanguard Capital Wealth Advisors
1606
Vanguard Capital Wealth Advisors
Colorado
$275K +$28.8K +398 +14%
FCM
1607
Fourpath Capital Management
Oklahoma
$275K +$23.2K +321 +11%
BHC
1608
Bowen Hanes & Co
Florida
$274K
PFM
1609
Patton Fund Management
Texas
$274K +$233K +3,218 New
NCTC
1610
New Covenant Trust Company
Indiana
$274K -$3.04K -42 -1%
PL
1611
Plancorp LLC
Missouri
$273K +$5.2K +72 +2%
GIA
1612
Guyasuta Investment Advisors
Pennsylvania
$273K +$361 +5 +0.2%
AA
1613
Aire Advisors
California
$273K
SLC
1614
Second Line Capital
Louisiana
$272K -$25.1K -347 -10%
DE
1615
Diversified Enterprises
Delaware
$272K -$10.8K -149 -4%
AAS
1616
Annex Advisory Services
Wisconsin
$270K +$229K +3,168 New
RCM
1617
Requisite Capital Management
Texas
$268K +$7.73K +107 +4%
CIC
1618
Carnegie Investment Counsel
Ohio
$266K +$226K +3,129 New
ATFA
1619
All Terrain Financial Advisors
Minnesota
$266K
RBWA
1620
RFG - Bristol Wealth Advisors
Massachusetts
$266K -$476K -6,585 -68%
KRW
1621
Kaufman Rossin Wealth
Florida
$266K -$288K -3,990 -56%
SFWC
1622
Strategic Family Wealth Counselors
New Jersey
$266K +$9.76K +135 +5%
OBWG
1623
Onyx Bridge Wealth Group
New York
$265K +$7.88K +109 +4%
SP
1624
Symmetry Partners
Connecticut
$265K +$225K +3,115 New
LF
1625
Lantz Financial
Illinois
$265K +$16K +222 +8%