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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
1526
Divergent Wealth Advisors
Utah
$32K – – –
SFG
1527
Sage Financial Group
Pennsylvania
$32K – – –
RWA
1528
Ropes Wealth Advisors
Massachusetts
$32K +$6.36K +90 +25%
HR
1529
Howe & Rusling
New York
$31K -$23.6K -334 -43%
WC
1530
Whitnell & Co
Illinois
$31K – – –
MCM
1531
Mainstay Capital Management
Michigan
$31K +$141 +2 +0.5%
FFW
1532
Fusion Family Wealth
New York
$30K – – –
LWM
1533
Lenox Wealth Management
Ohio
$29K +$283 +4 +1%
NWM
1534
Northwest Wealth Management
Iowa
$28K – – –
LF
1535
Lee Financial
Texas
$26K -$74.9K -1,060 -74%
AWMS
1536
Advocacy Wealth Management Services
Georgia
$26K – – –
FPS
1537
Fieldpoint Private Securities
Connecticut
$26K – – –
PFGIA
1538
Patriot Financial Group Insurance Agency
Massachusetts
$26K +$22.8K +322 +847%
FRA
1539
Front Row Advisors
California
$25K -$3.68K -52 -12%
FLI
1540
Family Legacy Inc
South Carolina
$25K +$8.41K +119 +52%
RFWA
1541
RPg Family Wealth Advisory
Massachusetts
$24.4K +$24K +340 New
BL
1542
Balentine LLC
Georgia
$24K +$4.74K +67 +25%
BC
1543
Bartlett & Co
Ohio
$23K -$1.41K -20 -6%
BCWM
1544
Bartlett & Co Wealth Management
Ohio
$22.7K -$1.41K -20 -6%
HT
1545
Heritage Trust
Oklahoma
$21K -$1.7K -24 -8%
CTB
1546
Country Trust Bank
Illinois
$21K +$2.62K +37 +15%
BA
1547
Ballew Advisors
Mississippi
$20K -$3.11K -44 -12%
BWM
1548
Baystate Wealth Management
Massachusetts
$20K -$566 -8 -3%
OFS
1549
Orrstown Financial Services
Pennsylvania
$20K – – –
GWA
1550
Guidant Wealth Advisors
Illinois
$20K +$1.27K +18 +7%