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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
1451
JNBA Financial Advisors
Minnesota
$38K – – –
TC
1452
Trust Company
Kansas
$38K – – –
LWM
1453
Liberty Wealth Management
California
$38K +$5.12K +108 +17%
AP
1454
Arlington Partners
Alabama
$38K +$32.8K +691 +1,171%
PW
1455
Price Wealth
Texas
$37K +$3.98K +84 +13%
SA
1456
SRH Advisors
Kansas
$36K +$33.2K +700 New
PA
1457
Procyon Advisors
Connecticut
$35K +$2.8K +59 +9%
DOA
1458
D'Orazio & Associates
Virginia
$31K -$9.16K -193 -24%
GWS
1459
Glassman Wealth Services
Virginia
$31K +$4.65K +98 +19%
FFC
1460
First Financial Corp
Indiana
$30K -$22.7K -479 -45%
LWANC
1461
Laurel Wealth Advisors (North Carolina)
North Carolina
$30K -$2.23K -47 -7%
CWM
1462
Cranbrook Wealth Management
Michigan
$30K – – –
FPFS
1463
First Personal Financial Services
North Carolina
$30K – – –
THWM
1464
Taylor Hoffman Wealth Management
Virginia
$30K +$27.9K +588 New
ATC
1465
Adirondack Trust Company
New York
$29K +$2.37K +50 +9%
FP
1466
Financial Perspectives
Minnesota
$28.9K -$2.33K -49 -8%
IRAG
1467
Investment Research & Advisory Group
Georgia
$28K – – –
FWM
1468
Filbrandt Wealth Management
Wisconsin
$28K +$26.4K +556 New
AWMS
1469
Advocacy Wealth Management Services
Georgia
$27K -$6.03K -127 -19%
LWM
1470
Lenox Wealth Management
Ohio
$27K -$4.93K -104 -16%
TFA
1471
Transamerica Financial Advisors
Florida
$27K +$24.5K +517 New
LWA
1472
Lenox Wealth Advisors
New York
$27K +$25.5K +537 New
HWA
1473
HHM Wealth Advisors
Tennessee
$26K – – –
HCM
1474
Horrell Capital Management
Arkansas
$26K – – –
TIM
1475
Tortoise Investment Management
New York
$24K -$24.3K -512 -52%
57 58
59
60 61