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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
1626
Mark Sheptoff Financial Planning
Connecticut
$75K
SWA
1627
SOA Wealth Advisors
New York
$74K -$19K -286 -19%
CA
1628
Crewe Advisors
Utah
$74K +$81.1K +1,220 New
SA
1629
SRH Advisors
Kansas
$72K +$33.2K +500 +71%
EPM
1630
Equitec Proprietary Markets
Illinois
$71K +$78.1K +1,174 New
ACA
1631
Atlas Capital Advisors
Wyoming
$70.1K
AWM
1632
AllSquare Wealth Management
New York
$70K
MMG
1633
Monetary Management Group
Missouri
$69K
SFM
1634
Signet Financial Management
New Jersey
$69K +$75.8K +1,140 New
TFP
1635
Tilia Fiduciary Partners
North Carolina
$68K +$74.9K +1,126 New
AIP
1636
Ahrens Investment Partners
Louisiana
$68K +$75K +1,128 New
CSB
1637
City State Bank
Iowa
$66K +$72.4K +1,089 New
TSWM
1638
Tyler-Stone Wealth Management
Ohio
$66K +$72.6K +1,092 New
HS
1639
Horan Securities
United States
$65K +$71K +1,068 New
WPA
1640
West Paces Advisors
Georgia
$64K +$6.18K +93 +10%
KPCM
1641
Kings Point Capital Management
New York
$64K -$598 -9 -0.8%
CCA
1642
Column Capital Advisors
Indiana
$63K
GLLW
1643
Graves Light Lenhart Wealth
Virginia
$63K +$11K +165 +19%
EARNEST Partners
1644
EARNEST Partners
Georgia
$62K
HIM
1645
Hillsdale Investment Management
Ontario, Canada
$62K +$67.8K +1,020 New
KFI
1646
Key Financial Inc
Pennsylvania
$61K +$4.99K +75 +8%
TAM
1647
Tucker Asset Management
Colorado
$60.4K
KLWA
1648
Kelly Lawrence W & Associates
California
$60K
FIA
1649
FNY Investment Advisers
New York
$60K +$57.2K +860 +614%
PMFA
1650
Plante Moran Financial Advisors
Michigan
$59K -$47.1K -708 -42%