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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
2201
D.J. St. Germain
Massachusetts
$85.1K -$51.4K -495 -40%
FDW
2202
Fourth Dimension Wealth
Ohio
$84.3K +$72.7K +700 +3,182%
HFM
2203
Hartford Financial Management
Connecticut
$84.1K – – –
TFA
2204
Toth Financial Advisory
Virginia
$83.4K -$623 -6 -0.8%
KAS
2205
Kemnay Advisory Services
New York
$83K +$73.8K +711 New
NEWAS
2206
N.E.W. Advisory Services
Wisconsin
$82K +$9.45K +91 +15%
CIAS
2207
CBIZ Investment Advisory Services
Ohio
$81.3K – – –
TM
2208
Torren Management
California
$79.4K +$70.7K +681 New
MSFP
2209
Mark Sheptoff Financial Planning
Connecticut
$79.3K – – –
MCA
2210
Maryland Capital Advisors
Maryland
$78.9K +$415 +4 +0.6%
FW
2211
Fairway Wealth
Ohio
$77.9K +$14.5K +140 +27%
BT
2212
Banque Transatlantique
France
$77.4K – – –
CC
2213
Corsicana & Co
Texas
$76.9K – – –
Q1WB
2214
Quest 10 Wealth Builders
Virginia
$73.4K -$1.66K -16 -2%
FCT
2215
First Community Trust
Iowa
$72.9K – – –
HIM
2216
Hillsdale Investment Management
Ontario, Canada
$72.3K +$64.4K +620 New
BCM
2217
Berbice Capital Management
New York
$70K – – –
IAG
2218
Innovative Advisory Group
Massachusetts
$70K – – –
CSC
2219
Caldwell Sutter Capital
California
$69.7K – – –
CWM
2220
Cranbrook Wealth Management
Michigan
$69.4K – – –
PPC
2221
Park Place Capital
Alabama
$69.4K +$8.83K +85 +17%
AWM
2222
Abound Wealth Management
Tennessee
$68.5K +$23.8K +229 +64%
CHC
2223
City Holding Co
West Virginia
$67.9K – – –
PWMG
2224
Private Wealth Management Group
New Jersey
$66.6K – – –
NSG
2225
Nalls Sherbakoff Group
Tennessee
$65.6K – – –