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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
1501
Bartlett & Co Wealth Management
Ohio
$22.6K – – –
CFD
1502
Creative Financial Designs
Indiana
$22K +$138 +2 +0.6%
HI
1503
Hudock Inc
Pennsylvania
$21K -$47.4K -689 -69%
TC
1504
Trilogy Capital
California
$21K +$69 +1 +0.3%
HT
1505
Heritage Trust
Oklahoma
$21K +$1.72K +25 +8%
BWM
1506
Baystate Wealth Management
Massachusetts
$20K -$53.4K -776 -73%
OFS
1507
Orrstown Financial Services
Pennsylvania
$19K – – –
MWM
1508
MinichMacGregor Wealth Management
New York
$18K -$75.6K -1,098 -80%
GWA
1509
Guidant Wealth Advisors
Illinois
$18K -$2.2K -32 -11%
BL
1510
Balentine LLC
Georgia
$18K +$18.7K +272 New
BWA
1511
Burt Wealth Advisors
Maryland
$17K – – –
IP
1512
Isthmus Partners
Wisconsin
$17K – – –
JAM
1513
Jolley Asset Management
North Carolina
$17K – – –
VCM
1514
Versant Capital Management
Arizona
$17K – – –
CTB
1515
Country Trust Bank
Illinois
$17K +$1.93K +28 +12%
RWM
1516
Raffa Wealth Management
District of Columbia
$16.7K – – –
AWM
1517
Avior Wealth Management
Nebraska
$16K -$5.09K -74 -23%
AWM
1518
Avondale Wealth Management
Texas
$16K – – –
LC
1519
Landaas & Company
Wisconsin
$16K +$16.6K +241 New
WAM
1520
Watermark Asset Management
California
$15K – – –
KL
1521
KWMG LLC
Kansas
$15K +$15K +218 New
CFC
1522
Coyle Financial Counsel
Illinois
$15K +$15.2K +221 New
FLI
1523
Family Legacy Inc
South Carolina
$15K +$15.8K +230 New
RBC
1524
Roble Belko & Company
Pennsylvania
$14K +$69 +1 +0.5%
RFM
1525
Royal Fund Management
Florida
$13K +$3.17K +46 +29%
59 60
61
62 63