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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
PTP
1676
Platform Technology Partners
New York
$549K +$4.17K +32 +0.8%
CCMI
1677
Creative Capital Management Investments
California
$548K +$464K +3,563 +1,004%
RFN
1678
RDA Financial Network
Iowa
$545K – – –
BWP
1679
Balboa Wealth Partners
Arizona
$545K +$24.7K +190 +5%
GIPW
1680
Granite Islands Private Wealth
Connecticut
$544K – – –
AAS
1681
Asset Allocation Strategies
Michigan
$543K -$4.04K -31 -0.8%
PA
1682
Procyon Advisors
Connecticut
$542K +$75.5K +580 +18%
EM
1683
ELCO Management
New York
$542K +$22.7K +174 +5%
KPWG
1684
KFA Private Wealth Group
Virginia
$541K -$1.04K -8 -0.2%
ACL
1685
Applied Capital LLC
Florida
$539K – – –
SP
1686
Stablepoint Partners
Massachusetts
$537K +$18.2K +140 +4%
SWA
1687
Stratos Wealth Advisors
Ohio
$536K -$12.6K -97 -2%
ADMI
1688
Albert D. Mason Inc
Massachusetts
$535K – – –
TH
1689
TCTC Holdings
Texas
$535K +$69.4K +533 +16%
FC
1690
Fairscale Capital
New Hampshire
$533K – – –
CFG
1691
Copley Financial Group
California
$532K -$259K -1,991 -34%
S
1692
Sunpointe
Missouri
$528K -$1.04K -8 -0.2%
WETS
1693
Wealth Enhancement Trust Services
South Dakota
$528K -$54.4K -418 -10%
TFO
1694
Tarbox Family Office
California
$526K – – –
FFG
1695
Frisch Financial Group
New York
$523K +$114K +873 +31%
AIA
1696
Allied Investment Advisors
Montana
$522K +$2.34K +18 +0.5%
AC
1697
Addison Capital
Pennsylvania
$522K -$60.1K -462 -11%
SFG
1698
Sovereign Financial Group
Connecticut
$521K +$7.29K +56 +2%
PCM
1699
Polymer Capital Management
New York
$520K -$235K -1,808 -33%
CSPIA
1700
Cary Street Partners Investment Advisory
Virginia
$518K -$8.98K -69 -2%
66 67
68
69 70