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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1451
Delta Asset Management
Tennessee
$83K – – –
PFSC
1452
Peoples Financial Services Corp
Pennsylvania
$82K – – –
BWA
1453
BDO Wealth Advisors
Florida
$81K +$4.74K +63 +6%
CCM
1454
Cribstone Capital Management
Maine
$81K +$29.6K +394 +49%
ML
1455
McAdam LLC
Pennsylvania
$81K +$89.7K +1,193 New
CGT
1456
Capital Guardian Trust
California
$78K +$86.4K +1,150 New
TL
1457
TrueWealth LLC
Georgia
$76K -$13.9K -185 -14%
BG
1458
Bollard Group
Massachusetts
$75K +$301 +4 +0.4%
BWM
1459
Baystate Wealth Management
Massachusetts
$74K +$12.4K +165 +18%
WDL
1460
Well Done LLC
Michigan
$74K +$82.9K +1,103 New
BWP
1461
Baldwin Wealth Partners
Massachusetts
$72K -$40.2K -535 -33%
WCAMG
1462
Woodard & Company Asset Management Group
North Carolina
$72K – – –
WAP
1463
Wealthcare Advisory Partners
Pennsylvania
$70K +$8.79K +117 +13%
GTAM
1464
Global Trust Asset Management
Florida
$69K – – –
NC
1465
NewSquare Capital
Pennsylvania
$68K -$2.63K -35 -3%
VIA
1466
Vantage Investment Advisors
Pennsylvania
$67K – – –
WAS
1467
Winch Advisory Services
Wisconsin
$67K +$75 +1 +0.1%
HI
1468
Hudock Inc
Pennsylvania
$67K +$150 +2 +0.2%
RWA
1469
Ropes Wealth Advisors
Massachusetts
$65K +$64.1K +853 +755%
FGC
1470
Financial Gravity Companies
Texas
$64K +$58K +771 +436%
FGAM
1471
Financial Gravity Asset Management
Texas
$64K +$71.3K +948 New
IFAM
1472
Institutional & Family Asset Management
Colorado
$63K +$69.8K +929 New
WIM
1473
Westside Investment Management
California
$62.6K – – –
OFW
1474
Omnia Family Wealth
Florida
$62K -$103K -1,374 -60%
CHP
1475
Cable Hill Partners
Oregon
$61K -$56.4K -750 -46%
57 58
59
60 61