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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
FCMT
1476
Founders Capital Management (Texas)
Texas
$63K – – –
BAM
1477
Barrett Asset Management
New York
$63K +$7.7K +115 +15%
DAM
1478
Delta Asset Management
Tennessee
$62K – – –
BWP
1479
Baldwin Wealth Partners
Massachusetts
$61K – – –
GTAM
1480
Global Trust Asset Management
Florida
$61K – – –
CAGAS
1481
Capital Advisory Group Advisory Services
Minnesota
$61K +$49.8K +744 +577%
TIM
1482
Tortoise Investment Management
New York
$59K +$3.01K +45 +6%
APW
1483
Acima Private Wealth
Virginia
$58K – – –
FPFS
1484
First Personal Financial Services
North Carolina
$55K -$17.7K -265 -25%
SIAP
1485
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$53K -$174K -2,600 -78%
PW
1486
Price Wealth
Texas
$53K +$4.01K +60 +9%
TC
1487
Trust Company
Kansas
$52K – – –
SC
1488
Sawyer & Company
Massachusetts
$51K – – –
GT
1489
Glenmede Trust
Pennsylvania
$50.1K +$3.89M +58,118 +9%
HCM
1490
Hilton Capital Management
New York
$50K – – –
ST
1491
Sageworth Trust
Pennsylvania
$48K -$75.9K -1,135 -62%
DOA
1492
D'Orazio & Associates
Virginia
$47K +$268 +4 +0.6%
LWANC
1493
Laurel Wealth Advisors (North Carolina)
North Carolina
$46K -$6.16K -92 -12%
BWM
1494
Baystate Wealth Management
Massachusetts
$45K +$33.5K +501 +377%
KPCM
1495
Kings Point Capital Management
New York
$44K – – –
CI
1496
CX Institutional
Indiana
$43K -$28K -418 -41%
CWM
1497
Cranbrook Wealth Management
Michigan
$42K – – –
LFG
1498
Larson Financial Group
Missouri
$41K -$2.01K -30 -5%
THWM
1499
Taylor Hoffman Wealth Management
Virginia
$41K – – –
CQS
1500
Credential Qtrade Securities
$40.1K – – –
58 59
60
61 62