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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
AWG
1501
Altus Wealth Group
Colorado
$34K +$27.8K +547 New
RWA
1502
Ropes Wealth Advisors
Massachusetts
$33K -$28.5K -561 -51%
PO
1503
Private Ocean
California
$33K -$11.2K -221 -30%
LWANC
1504
Laurel Wealth Advisors (North Carolina)
North Carolina
$33K -$2.39K -47 -8%
O
1505
Ossiam
France
$32K -$6.84M -134,506 -100%
LGWM
1506
Litman Gregory Wealth Management
California
$32K – – –
CFN
1507
Cordasco Financial Network
Florida
$32K +$20.3K +400 +345%
FPW
1508
Flagship Private Wealth
Massachusetts
$31.9K +$27.3K +538 New
FFC
1509
First Financial Corp
Indiana
$31K – – –
HCM
1510
Horrell Capital Management
Arkansas
$31K – – –
M
1511
MOTCO
Texas
$31K +$2.8K +55 +12%
SIS
1512
Sound Income Strategies
Florida
$31K +$5.08K +100 +25%
BWM
1513
Birchcreek Wealth Management
Ohio
$31K +$26.3K +518 New
ATC
1514
Adirondack Trust Company
New York
$30K +$51 +1 +0.2%
RCA
1515
Ranch Capital Advisors
Florida
$30K +$1.68K +33 +7%
OAJ
1516
Ogorek Anthony Joseph
New York
$29K – – –
JMF
1517
Johnson Midwest Financial
Iowa
$29K +$23.9K +471 New
CTFG
1518
Capstone Triton Financial Group
Oklahoma
$29K +$24.1K +475 New
LGA
1519
Lebenthal Global Advisors
New York
$29K +$24.3K +478 New
SFG
1520
Sage Financial Group
Pennsylvania
$28K – – –
COCM
1521
Charter Oak Capital Management
New Hampshire
$28K +$23.2K +456 New
APWM
1522
Atlas Private Wealth Management
New York
$27K – – –
MCM
1523
McMillion Capital Management
North Carolina
$27K +$22.6K +444 New
TC
1524
Trust Company
Kansas
$26K -$508 -10 -2%
HWA
1525
HHM Wealth Advisors
Tennessee
$25K -$5.08K -100 -20%
59 60
61
62 63