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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
1501
Northwest Wealth Management
Iowa
$27K +$15.9K +231 +139%
LWM
1502
Lenox Wealth Management
Ohio
$26K -$13.8K -201 -34%
FPS
1503
Fieldpoint Private Securities
Connecticut
$25K -$60.2K -875 -70%
SQA
1504
Simon Quick Advisors
New Jersey
$25K -$24.4K -354 -48%
AWMS
1505
Advocacy Wealth Management Services
Georgia
$25K – – –
RWA
1506
Ropes Wealth Advisors
Massachusetts
$24K -$41.5K -603 -62%
BA
1507
Ballew Advisors
Mississippi
$24K – – –
BC
1508
Bartlett & Co
Ohio
$23K – – –
BCWM
1509
Bartlett & Co Wealth Management
Ohio
$22.6K – – –
CFD
1510
Creative Financial Designs
Indiana
$22K +$138 +2 +0.6%
HI
1511
Hudock Inc
Pennsylvania
$21K -$47.4K -689 -69%
TC
1512
Trilogy Capital
California
$21K +$69 +1 +0.3%
HT
1513
Heritage Trust
Oklahoma
$21K +$1.72K +25 +8%
BWM
1514
Baystate Wealth Management
Massachusetts
$20K -$53.4K -776 -73%
OFS
1515
Orrstown Financial Services
Pennsylvania
$19K – – –
MWM
1516
MinichMacGregor Wealth Management
New York
$18K -$75.6K -1,098 -80%
GWA
1517
Guidant Wealth Advisors
Illinois
$18K -$2.2K -32 -11%
BL
1518
Balentine LLC
Georgia
$18K +$18.7K +272 New
BWA
1519
Burt Wealth Advisors
Maryland
$17K – – –
IP
1520
Isthmus Partners
Wisconsin
$17K – – –
JAM
1521
Jolley Asset Management
North Carolina
$17K – – –
VCM
1522
Versant Capital Management
Arizona
$17K – – –
CTB
1523
Country Trust Bank
Illinois
$17K +$1.93K +28 +12%
RWM
1524
Raffa Wealth Management
District of Columbia
$16.7K – – –
AWM
1525
Avior Wealth Management
Nebraska
$16K -$5.09K -74 -23%
59 60
61
62 63