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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1501
Community Bank
New York
$13.6K +$11.9K +263 +711%
RTC
1502
Riverview Trust Company
Washington
$13K -$108K -2,387 -89%
HWA
1503
HHM Wealth Advisors
Tennessee
$13K +$1.77K +39 +16%
TC
1504
Trust Company
Kansas
$12K -$1.36K -30 -10%
VFIC
1505
Valley Forge Investment Consultants
Pennsylvania
$11.3K – – –
BCMLT
1506
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.3K -$591 -13 -5%
NC
1507
NewSquare Capital
Pennsylvania
$11.2K +$1.91K +42 +20%
BONH
1508
Bank of New Hampshire
New Hampshire
$11K -$5.68K -125 -33%
FGAM
1509
Financial Gravity Asset Management
Texas
$9.96K -$24.7K -543 -92%
BWL
1510
Bogart Wealth LLC
Virginia
$9.68K +$7.22K +159 +289%
AWM
1511
Atticus Wealth Management
Florida
$9.23K -$10.7K -235 -54%
CAL
1512
Capital Advisors Ltd
Ohio
$9K -$7.68K -169 -47%
RA
1513
Rise Advisors
New York
$8.99K -$29.8K -656 -77%
FA
1514
Fiduciary Alliance
South Carolina
$8.96K +$8.99K +198 New
AWM
1515
Abound Wealth Management
Tennessee
$8.94K +$2.54K +56 +39%
AFG
1516
Albion Financial Group
Utah
$8.87K -$1.45K -32 -14%
AAMA
1517
Advanced Asset Management Advisors
Ohio
$8.87K +$8.9K +196 New
PFPT
1518
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.82K -$14.8K -325 -63%
CFFP
1519
Center for Financial Planning
Michigan
$8.78K -$31.8K -700 -78%
BWP
1520
Baldwin Wealth Partners
Massachusetts
$8.5K +$1.82K +40 +27%
TLA
1521
Tanglewood Legacy Advisors
Texas
$8.37K +$8.4K +185 New
JWM
1522
Janiczek Wealth Management
Colorado
$8.25K -$3.18K -70 -29%
MCI
1523
MRP Capital Investments
Georgia
$8.14K +$8.18K +180 New
PGAM
1524
Princeton Global Asset Management
New Jersey
$8K – – –
AF
1525
Arrow Financial
New York
$7K – – –
59 60
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