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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1501
Sound Income Strategies
Florida
$22K -$10K -158 -28%
ESB
1502
Essex Savings Bank
Connecticut
$22K +$26.2K +414 New
PRC
1503
Pearl River Capital
Michigan
$22K +$26.4K +417 New
CFD
1504
Creative Financial Designs
Indiana
$21K -$3.23K -51 -11%
FFW
1505
Fusion Family Wealth
New York
$21K
NWM
1506
Northwest Wealth Management
Iowa
$21K
AIA
1507
Alera Investment Advisors
Illinois
$21K +$25.3K +399 New
PMFA
1508
Plante Moran Financial Advisors
Michigan
$20K -$40.7K -643 -62%
LWM
1509
Lenox Wealth Management
Ohio
$20K -$1.39K -22 -6%
AC
1510
Avestar Capital
New York
$19K -$9.31K -147 -25%
FPS
1511
Fieldpoint Private Securities
Connecticut
$19K
LF
1512
Lee Financial
Texas
$19K
MG
1513
MilWealth Group
Wisconsin
$18.2K +$22.2K +350 New
BWA
1514
Burt Wealth Advisors
Maryland
$18K +$6.33K +100 +40%
RFWA
1515
RPg Family Wealth Advisory
Massachusetts
$17.7K
BC
1516
Bartlett & Co
Ohio
$17K
RCG
1517
Ruggie Capital Group
Florida
$17K +$21.3K +336 New
BCWM
1518
Bartlett & Co Wealth Management
Ohio
$16.5K
PFGIA
1519
Patriot Financial Group Insurance Agency
Massachusetts
$16K -$3.29K -52 -14%
FEG
1520
Financial Enhancement Group
Indiana
$16K
BL
1521
Balentine LLC
Georgia
$15K -$2.79K -44 -13%
CTB
1522
Country Trust Bank
Illinois
$15K -$190 -3 -1%
HI
1523
Human Investing
Oregon
$15K +$18K +285 New
RWA
1524
Ropes Wealth Advisors
Massachusetts
$14K -$12K -190 -42%
SNT
1525
Security National Trust
West Virginia
$13K