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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
NC
1476
NewSquare Capital
Pennsylvania
$76K +$3.39K +48 +5%
PMFA
1477
Plante Moran Financial Advisors
Michigan
$74K +$24.7K +350 +51%
SGAM
1478
Smith Group Asset Management
Texas
$72K -$17.7K -250 -20%
TIM
1479
Tortoise Investment Management
New York
$72K – – –
TAIM
1480
TD Ameritrade Investment Management
Nebraska
$70K +$61K +863 +731%
OFW
1481
Omnia Family Wealth
Florida
$66K – – –
CB
1482
Community Bank
New York
$65K – – –
FCMT
1483
Founders Capital Management (Texas)
Texas
$65K – – –
BAM
1484
Barrett Asset Management
New York
$65K +$11.3K +160 +22%
BCI
1485
Brinker Capital Investments
Pennsylvania
$65K +$13.2K +187 +26%
WIM
1486
Westside Investment Management
California
$63.7K – – –
GTAM
1487
Global Trust Asset Management
Florida
$63K +$2.97K +42 +5%
BWP
1488
Baldwin Wealth Partners
Massachusetts
$62K – – –
ANBT
1489
American National Bank & Trust
Texas
$61K – – –
VIA
1490
Vantage Investment Advisors
Pennsylvania
$59K – – –
CHP
1491
Cable Hill Partners
Oregon
$59K +$1.84K +26 +3%
HWA
1492
Heritage Wealth Advisors
Virginia
$58K +$57.5K +814 New
MSA
1493
Marino Stram & Associates
Massachusetts
$55K – – –
LFG
1494
LifePlan Financial Group
Ohio
$55K +$42.4K +600 +349%
TC
1495
Trust Company
Kansas
$54K -$1.41K -20 -3%
KPCM
1496
Kings Point Capital Management
New York
$54K – – –
FPFS
1497
First Personal Financial Services
North Carolina
$52K +$9.97K +141 +24%
WVP
1498
Worth Venture Partners
New Jersey
$52K +$50.9K +720 New
PW
1499
Price Wealth
Texas
$50K -$42.6K -603 -46%
AF
1500
Allworth Financial
California
$50K +$6.01K +85 +14%
58 59
60
61 62