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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
APP
1751
Avantax Planning Partners
Iowa
$470K +$130 +1 +0%
NWM
1752
Northwest Wealth Management
Iowa
$470K +$130 +1 +0%
NCTC
1753
New Covenant Trust Company
Indiana
$470K +$16.5K +127 +4%
BFIM
1754
Beese Fulmer Investment Management
Ohio
$470K +$136K +1,041 +45%
SWM
1755
Sendero Wealth Management
Texas
$469K -$71.5K -549 -14%
Capstone Investment Advisors
1756
Capstone Investment Advisors
New York
$469K -$3.95M -30,375 -90%
CWS
1757
Cypress Wealth Services
California
$468K +$2.6K +20 +0.6%
VFG
1758
Victory Financial Group
Texas
$468K +$148K +1,134 +51%
BPCE
1759
Bank Pictet & Cie (Europe)
Germany
$468K
YIM
1760
Yoffe Investment Management
Pennsylvania
$467K
SPWM
1761
Spartan Planning & Wealth Management
North Carolina
$465K -$76.3K -586 -15%
VW
1762
Vantus Wealth
Pennsylvania
$465K +$432K +3,319 New
CTC
1763
Corundum Trust Company
South Dakota
$464K
GCS
1764
Gordian Capital (Singapore)
Singapore
$462K +$78.1K +600 +22%
PCFFS
1765
Pacific Center for Financial Services
California
$460K +$4.3K +33 +1%
JWS
1766
Juncture Wealth Strategies
Arizona
$458K -$26K -200 -6%
IA
1767
IFC Advisors
California
$458K +$2.21K +17 +0.5%
SAMT
1768
Select Asset Management & Trust
Pennsylvania
$458K
FZCM
1769
Flynn Zito Capital Management
New York
$456K -$31.4K -241 -7%
FFA
1770
Fragasso Financial Advisors
Pennsylvania
$456K +$29K +223 +7%
Vanguard Capital Wealth Advisors
1771
Vanguard Capital Wealth Advisors
Colorado
$456K
RWM
1772
RKL Wealth Management
Pennsylvania
$456K +$59K +453 +16%
UPS
1773
UHLMANN PRICE SECURITIES
Illinois
$456K -$1.17K -9 -0.3%
FAM
1774
Formidable Asset Management
Ohio
$456K +$279K +2,141 +114%
SBFM
1775
S-Bank Fund Management
Finland
$454K +$423K +3,247 New