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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1651
Asset Allocation Strategies
Michigan
$443K +$14.2K +125 +3%
WF
1652
Wayfinding Financial
Washington
$443K +$4.67K +41 +1%
STA
1653
Smith Thornton Advisors
Alabama
$443K -$2.62K -23 -0.6%
TS
1654
Tamar Securities
California
$442K -$76.2K -669 -15%
SWM
1655
Sendero Wealth Management
Texas
$442K -$13.8K -121 -3%
RFN
1656
RDA Financial Network
Iowa
$442K -$9.11K -80 -2%
PTP
1657
Platform Technology Partners
New York
$441K +$219K +1,919 +97%
CG
1658
Cynosure Group
Utah
$441K +$443K +3,889 New
GIPW
1659
Granite Islands Private Wealth
Connecticut
$441K +$55K +483 +14%
Becker Capital Management
1660
Becker Capital Management
Oregon
$440K -$71.4K -627 -14%
KPWG
1661
KFA Private Wealth Group
Virginia
$439K +$1.37K +12 +0.3%
WWC
1662
Waypoint Wealth Counsel
Georgia
$439K -$89.1K -782 -17%
MA
1663
MJP Associates
Connecticut
$438K -$6.49K -57 -1%
ACL
1664
Applied Capital LLC
Florida
$437K -$27.9K -245 -6%
FFO
1665
Fortitude Family Office
Arizona
$437K +$4.78K +42 +1%
DTC
1666
Davidson Trust Company
Washington
$434K -$3.64K -32 -0.8%
SWM
1667
Sagace Wealth Management
Florida
$434K – – –
ADMI
1668
Albert D. Mason Inc
Massachusetts
$434K -$7.4K -65 -2%
FC
1669
Fairscale Capital
New Hampshire
$432K – – –
S
1670
Sunpointe
Missouri
$429K +$4.78K +42 +1%
FNT
1671
First Nebraska Trust
Nebraska
$428K +$32K +281 +8%
CSPIA
1672
Cary Street Partners Investment Advisory
Virginia
$428K +$35.8K +314 +9%
TFO
1673
Tarbox Family Office
California
$426K -$65.5K -575 -13%
RA
1674
Range Advisory
Virginia
$426K +$93.6K +822 +28%
LBC
1675
Leigh Baldwin & Co
New York
$426K +$342 +3 +0.1%