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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1376
CVA Family Office
Colorado
$37K +$59.7K +890 New
BWP
1377
Baldwin Wealth Partners
Massachusetts
$36K – – –
SGAM
1378
Smith Group Asset Management
Texas
$35K -$1.48K -22 -3%
CB
1379
Community Bank
New York
$35K -$1.01K -15 -2%
RCA
1380
Ranch Capital Advisors
Florida
$35K +$67 +1 +0.1%
CI
1381
CX Institutional
Indiana
$34K +$12.8K +191 +31%
DOA
1382
D'Orazio & Associates
Virginia
$34K +$13.7K +204 +34%
PMFA
1383
Plante Moran Financial Advisors
Michigan
$33K +$1.75K +26 +3%
AWM
1384
AllSquare Wealth Management
New York
$32K -$26.9K -400 -34%
TC
1385
Trust Company
Kansas
$32K – – –
LFG
1386
Larson Financial Group
Missouri
$32K +$16.2K +242 +47%
JFA
1387
JNBA Financial Advisors
Minnesota
$31K -$20.1K -300 -29%
HI
1388
Hudock Inc
Pennsylvania
$31K +$1.07K +16 +2%
TC
1389
Truvestments Capital
Florida
$28K -$151K -2,246 -77%
BC
1390
Barnett & Company
Tennessee
$27K -$10.3K -154 -19%
PW
1391
Price Wealth
Texas
$27K -$6.98K -104 -14%
LWANC
1392
Laurel Wealth Advisors (North Carolina)
North Carolina
$27K -$4.43K -66 -9%
LWM
1393
Liberty Wealth Management
California
$27K +$1.27K +19 +3%
LWM
1394
Lenox Wealth Management
Ohio
$27K +$18.1K +270 +72%
WIM
1395
Westside Investment Management
California
$26.5K +$620K +9,235 New
AA
1396
Advisory Alpha
Michigan
$26.2K -$28.3K -422 -41%
PA
1397
Procyon Advisors
Connecticut
$26K -$35.6K -531 -46%
FP
1398
Financial Perspectives
Minnesota
$25.9K -$17.1K -254 -29%
FPFS
1399
First Personal Financial Services
North Carolina
$25K -$6.71K -100 -15%
CWM
1400
Cranbrook Wealth Management
Michigan
$25K – – –
54 55
56
57 58