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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1901
Bayview Asset Management
Florida
$284K -$1.25M -11,000 -81%
RFA
1902
Register Financial Advisors
Georgia
$284K – – –
WJS
1903
William John Sempolinski
Massachusetts
$284K – – –
VCM
1904
Vivaldi Capital Management
Illinois
$283K -$18.7K -164 -6%
EW
1905
Elyxium Wealth
California
$282K +$56.6K +497 +25%
BBI
1906
Baxter Bros Inc
Connecticut
$282K – – –
GIM
1907
Goelzer Investment Management
Indiana
$281K – – –
TWM
1908
Tradition Wealth Management
Minnesota
$281K -$36.2K -318 -11%
MWA
1909
Medallion Wealth Advisors
Connecticut
$281K +$13.6K +119 +5%
BFC
1910
Bedel Financial Consulting
Indiana
$279K – – –
PWP
1911
Principle Wealth Partners
Connecticut
$279K +$6.15K +54 +2%
KFP
1912
Kerr Financial Planning
California
$278K +$27.2K +239 +12%
WAM
1913
Walker Asset Management
Missouri
$278K +$12.4K +109 +5%
FWM
1914
Foguth Wealth Management
Michigan
$278K +$251K +2,204 New
PCIG
1915
Partners Capital Investment Group
Massachusetts
$276K – – –
JCM
1916
Jacobsen Capital Management
Utah
$276K +$12K +105 +5%
AP
1917
Advisortrust Partners
North Carolina
$275K +$18.8K +165 +7%
QL
1918
Quarry LP
New York
$275K -$110K -963 -28%
VT
1919
Volterra Technologies
New York
$275K +$276K +2,422 New
NWA
1920
New World Advisors
Massachusetts
$274K -$39.2K -344 -12%
FNB
1921
Farmers National Bank
Kentucky
$274K +$6.38K +56 +2%
KCM
1922
Key Capital Management
Tennessee
$274K +$36.2K +318 +15%
OWA
1923
Octavia Wealth Advisors
Ohio
$274K -$20.2K -177 -7%
PT
1924
Plimoth Trust
Massachusetts
$273K +$17.1K +150 +7%
HPC
1925
HM Payson & Co
Maine
$272K -$7.97K -70 -3%