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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
IRAG
1626
Investment Research & Advisory Group
Georgia
$77K +$46.7K +702 +124%
AA
1627
Addison Advisors
Vermont
$76K +$3.26K +49 +4%
HFM
1628
Hartford Financial Management
Connecticut
$75K -$234K -3,524 -74%
OIA
1629
Optimum Investment Advisors
Illinois
$75K -$25.5K -383 -23%
MSFP
1630
Mark Sheptoff Financial Planning
Connecticut
$75K – – –
SWA
1631
SOA Wealth Advisors
New York
$74K -$19K -286 -19%
CA
1632
Crewe Advisors
Utah
$74K +$81.1K +1,220 New
SA
1633
SRH Advisors
Kansas
$72K +$33.2K +500 +71%
EPM
1634
Equitec Proprietary Markets
Illinois
$71K +$78.1K +1,174 New
ACA
1635
Atlas Capital Advisors
Wyoming
$70.1K – – –
AWM
1636
AllSquare Wealth Management
New York
$70K – – –
MMG
1637
Monetary Management Group
Missouri
$69K – – –
SFM
1638
Signet Financial Management
New Jersey
$69K +$75.8K +1,140 New
TFP
1639
Tilia Fiduciary Partners
North Carolina
$68K +$74.9K +1,126 New
AIP
1640
Ahrens Investment Partners
Louisiana
$68K +$75K +1,128 New
CSB
1641
City State Bank
Iowa
$66K +$72.4K +1,089 New
TSWM
1642
Tyler-Stone Wealth Management
Ohio
$66K +$72.6K +1,092 New
HS
1643
Horan Securities
United States
$65K +$71K +1,068 New
WPA
1644
West Paces Advisors
Georgia
$64K +$6.18K +93 +10%
KPCM
1645
Kings Point Capital Management
New York
$64K -$598 -9 -0.8%
CCA
1646
Column Capital Advisors
Indiana
$63K – – –
GLLW
1647
Graves Light Lenhart Wealth
Virginia
$63K +$11K +165 +19%
EARNEST Partners
1648
EARNEST Partners
Georgia
$62K – – –
HIM
1649
Hillsdale Investment Management
Ontario, Canada
$62K +$67.8K +1,020 New
KFI
1650
Key Financial Inc
Pennsylvania
$61K +$4.99K +75 +8%