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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1601
Everhart Financial Group
Ohio
$485K +$45.1K +396 +10%
CM
1602
Capula Management
Cayman Islands
$483K -$984K -8,644 -67%
FWA
1603
FSM Wealth Advisors
Ohio
$482K +$76.6K +673 +19%
FC
1604
Farringdon Capital
United Kingdom
$482K +$283K +2,485 +141%
FFN
1605
Focus Financial Network
Minnesota
$482K -$323K -2,840 -40%
SAI
1606
Systematic Alpha Investments
New Jersey
$481K – – –
WPW
1607
Waldron Private Wealth
Pennsylvania
$481K +$12K +105 +3%
RPWA
1608
Regent Peak Wealth Advisors
Georgia
$479K +$37.7K +331 +9%
LF
1609
Lantz Financial
Illinois
$479K +$7.52K +66 +2%
ABC
1610
Associated Banc-Corp
Wisconsin
$478K +$1.14K +10 +0.2%
RBC
1611
Roble Belko & Company
Pennsylvania
$477K – – –
BWM
1612
Baron Wealth Management
Michigan
$477K -$911 -8 -0.2%
AC
1613
Addison Capital
Pennsylvania
$475K -$24K -211 -5%
WETS
1614
Wealth Enhancement Trust Services
South Dakota
$475K +$203K +1,782 +74%
EI
1615
Ellevest Inc
New York
$475K +$258K +2,263 +118%
BA
1616
Bluesphere Advisors
Pennsylvania
$472K – – –
XSC
1617
X-Square Capital
Puerto Rico
$472K -$17.3K -152 -4%
CA
1618
Calton & Associates
Florida
$470K +$472K +4,146 New
GSB
1619
Greenfield Savings Bank
Massachusetts
$469K -$8.43K -74 -2%
KFI
1620
Key Financial Inc
Pennsylvania
$467K +$16.9K +148 +4%
GWM
1621
GSB Wealth Management
Connecticut
$467K -$7.06K -62 -1%
WCA
1622
Westover Capital Advisors
Delaware
$466K – – –
SAM
1623
Steinberg Asset Management
New York
$466K -$114 -1 -0%
SDAM
1624
Shulman DeMeo Asset Management
New York
$465K +$467K +4,103 New
PP
1625
Pingora Partners
Wyoming
$465K – – –
63 64
65
66 67