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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
FMI
1751
F/M Investments
District of Columbia
$365K -$6.46M -56,745 -95%
IDA
1752
Intelligence Driven Advisers
California
$364K -$266K -2,340 -42%
BFG
1753
Berger Financial Group
Minnesota
$361K +$79.1K +695 +28%
CWM
1754
Concentrum Wealth Management
California
$360K +$70.8K +622 +24%
SP
1755
Stonebrook Private
Michigan
$359K +$35.8K +314 +11%
CWM
1756
Connecticut Wealth Management
Connecticut
$358K +$31.9K +280 +10%
FFA
1757
Fragasso Financial Advisors
Pennsylvania
$356K +$108K +951 +46%
KMWM
1758
Keudell/Morrison Wealth Management
Oregon
$356K -$107K -937 -23%
ATFA
1759
All Terrain Financial Advisors
Minnesota
$355K – – –
CPW
1760
Cogent Private Wealth
Florida
$355K +$32.2K +283 +10%
TGAM
1761
TBH Global Asset Management
Tennessee
$354K -$64.8K -569 -15%
VI
1762
VectorGlobal IAG
Florida
$353K +$355K +3,117 New
PPWM
1763
Paragon Private Wealth Management
Kentucky
$353K +$28K +246 +9%
AFT
1764
Alpha Family Trust
California
$352K – – –
Midwest Trust
1765
Midwest Trust
Kansas
$352K +$342 +3 +0.1%
HC
1766
Hamilton Capital
Ohio
$352K +$6.83K +60 +2%
BM
1767
Berman McAleer
Maryland
$351K +$24.4K +214 +7%
MWM
1768
MinichMacGregor Wealth Management
New York
$350K +$1.02K +9 +0.3%
Valmark Advisers
1769
Valmark Advisers
Ohio
$349K +$97.3K +854 +38%
APWM
1770
Argonautica Private Wealth Management
Massachusetts
$349K – – –
NWA
1771
Navis Wealth Advisors
New York
$348K -$91.1K -800 -21%
G
1772
GenTrust
Florida
$348K +$23.8K +209 +7%
GRR
1773
Golden Reserve Retirement
Ohio
$347K +$349K +3,062 New
MSWM
1774
McGlone Suttner Wealth Management
Wisconsin
$346K +$1.94K +17 +0.6%
YWM
1775
Yoder Wealth Management
California
$346K +$2.85K +25 +0.8%