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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1451
Legacy Financial Advisors
Kentucky
$86K +$902 +12 +1%
PWM
1452
Perigon Wealth Management
California
$86K +$1.95K +26 +2%
CC
1453
Claybrook Capital
Massachusetts
$85K +$19.8K +263 +26%
FPS
1454
Fieldpoint Private Securities
Connecticut
$84K +$18.3K +244 +24%
DAM
1455
Delta Asset Management
Tennessee
$83K – – –
PFSC
1456
Peoples Financial Services Corp
Pennsylvania
$82K – – –
BWA
1457
BDO Wealth Advisors
Florida
$81K +$4.74K +63 +6%
CCM
1458
Cribstone Capital Management
Maine
$81K +$29.6K +394 +49%
ML
1459
McAdam LLC
Pennsylvania
$81K +$89.7K +1,193 New
CGT
1460
Capital Guardian Trust
California
$78K +$86.4K +1,150 New
TL
1461
TrueWealth LLC
Georgia
$76K -$13.9K -185 -14%
BG
1462
Bollard Group
Massachusetts
$75K +$301 +4 +0.4%
BWM
1463
Baystate Wealth Management
Massachusetts
$74K +$12.4K +165 +18%
WDL
1464
Well Done LLC
Michigan
$74K +$82.9K +1,103 New
BWP
1465
Baldwin Wealth Partners
Massachusetts
$72K -$40.2K -535 -33%
WCAMG
1466
Woodard & Company Asset Management Group
North Carolina
$72K – – –
WAP
1467
Wealthcare Advisory Partners
Pennsylvania
$70K +$8.79K +117 +13%
GTAM
1468
Global Trust Asset Management
Florida
$69K – – –
NC
1469
NewSquare Capital
Pennsylvania
$68K -$2.63K -35 -3%
VIA
1470
Vantage Investment Advisors
Pennsylvania
$67K – – –
WAS
1471
Winch Advisory Services
Wisconsin
$67K +$75 +1 +0.1%
HI
1472
Hudock Inc
Pennsylvania
$67K +$150 +2 +0.2%
RWA
1473
Ropes Wealth Advisors
Massachusetts
$65K +$64.1K +853 +755%
FGC
1474
Financial Gravity Companies
Texas
$64K +$58K +771 +436%
FGAM
1475
Financial Gravity Asset Management
Texas
$64K +$71.3K +948 New
57 58
59
60 61