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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1926
IVC Wealth Advisors
Pennsylvania
$272K +$2.73K +24 +1%
DBRC
1927
D.B. Root & Company
Pennsylvania
$272K -$90.5K -795 -25%
WAU
1928
Wellington-Altus USA
Manitoba, Canada
$272K +$52.4K +460 +31%
FOA
1929
Five Oceans Advisors
California
$271K +$1.02K +9 +0.4%
IAG
1930
Investmark Advisory Group
Connecticut
$271K +$1.37K +12 +0.5%
EA
1931
Emerald Advisors
Washington
$269K +$270K +2,374 New
BWM
1932
BlackDiamond Wealth Management
New York
$269K -$1.94K -17 -0.7%
SWM
1933
Segment Wealth Management
Texas
$269K +$20.7K +182 +8%
AFA
1934
Allium Financial Advisors
Oregon
$269K +$34.8K +306 +15%
WAG
1935
Wallace Advisory Group
California
$268K -$14.8K -130 -5%
KIM
1936
Kestra Investment Management
Texas
$267K -$463K -4,070 -63%
CA
1937
COFG Advisors
Illinois
$267K +$16.9K +148 +7%
SL
1938
Summitry LLC
California
$266K -$3.99K -35 -1%
BFG
1939
Beacon Financial Group
Texas
$266K +$7.97K +70 +3%
NP
1940
Ninepoint Partners
Ontario, Canada
$266K – – –
TWM
1941
Tripletail Wealth Management
Florida
$265K +$5.69K +50 +2%
GCM
1942
Gallacher Capital Management
Colorado
$265K -$41.6K -365 -14%
MIP
1943
Marietta Investment Partners
Wisconsin
$264K – – –
VCM
1944
Virtue Capital Management
Tennessee
$264K +$38.3K +336 +16%
ESC
1945
Eurizon SLJ Capital
$263K +$264K +2,321 New
EV
1946
EJMK Ventures
Illinois
$263K +$264K +2,320 New
BFIM
1947
Beese Fulmer Investment Management
Ohio
$262K -$6.72K -59 -2%
KFSC
1948
Keystone Financial Services (Colorado)
Colorado
$262K -$12.4K -109 -5%
EAN
1949
Excelsior Advisor Network
Colorado
$261K -$21.9K -192 -8%
PWA
1950
Providence Wealth Advisors
Illinois
$261K – – –