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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
BG
1826
Bollard Group
Massachusetts
$81K +$5.13K +71 +8%
OWP
1827
ORG Wealth Partners
Texas
$80.6K +$60.2K +833 +825%
HIMS
1828
Hager Investment Management Services
New Hampshire
$80.1K +$58.3K +807 +602%
OCM
1829
Osterweis Capital Management
California
$79.6K +$65.4K +905 +3,017%
AWM
1830
Activest Wealth Management
Florida
$78.1K -$23.3K -322 -26%
KA
1831
Kozak & Associates
Colorado
$77.6K +$506 +7 +0.8%
HI
1832
Hoey Investments
Pennsylvania
$76.9K – – –
OCM
1833
Orion Capital Management
California
$76.6K -$2.89K -40 -4%
GWM
1834
Gitterman Wealth Management
New Jersey
$72.4K -$146K -2,019 -70%
GWP
1835
Gen-Wealth Partners
Michigan
$70.4K +$24.1K +334 +68%
HNB
1836
Hilltop National Bank
Wyoming
$68.4K +$58.1K +804 New
VWM
1837
Vermillion Wealth Management
Minnesota
$68.1K -$72.3K -1,000 -56%
CPBTD
1838
Central Pacific Bank - Trust Division
Hawaii
$68.1K -$14.5K -200 -20%
RQS
1839
Ramsey Quantitative Systems
Kentucky
$68.1K +$57.8K +800 New
GWSG
1840
GPS Wealth Strategies Group
Colorado
$66.8K -$19.1K -264 -25%
BBPWM
1841
Blue Bell Private Wealth Management
Pennsylvania
$64.1K -$20.9K -289 -28%
HC
1842
Hara Capital
Washington
$63.8K +$54.2K +750 New
WA
1843
WPG Advisers
Maryland
$63.5K +$15.5K +214 +40%
FRA
1844
Front Row Advisors
California
$62.6K – – –
Q1WB
1845
Quest 10 Wealth Builders
Virginia
$62.3K -$72 -1 -0.1%
CIAS
1846
CBIZ Investment Advisory Services
Ohio
$62.2K -$50.9K -704 -49%
HFM
1847
Hartford Financial Management
Connecticut
$61.4K – – –
BHWM
1848
Beaird Harris Wealth Management
Texas
$60.5K +$7.08K +98 +16%
SO
1849
Sierra Ocean
California
$60.1K +$10.4K +144 +26%
TFA
1850
Toth Financial Advisory
Virginia
$59.8K +$72 +1 +0.1%