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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1526
Versant Capital Management
Arizona
$13K – – –
AWM
1527
Avondale Wealth Management
Texas
$12K – – –
WAM
1528
Watermark Asset Management
California
$12K – – –
RBC
1529
Roble Belko & Company
Pennsylvania
$11K +$63 +1 +0.5%
LGWM
1530
Litman Gregory Wealth Management
California
$11K +$13.9K +220 New
HT
1531
Heritage Trust
Oklahoma
$10K -$6.39K -101 -34%
RFM
1532
Royal Fund Management
Florida
$10K +$190 +3 +2%
ACA
1533
Ackerman Capital Advisors
Texas
$10K +$32.3M +510,600 +5,106%
LFG
1534
LifePlan Financial Group
Ohio
$9K -$38K -600 -78%
AOWM
1535
Alpha Omega Wealth Management
Virginia
$8K – – –
MWC
1536
MKD Wealth Coaches
Michigan
$8K +$9.5K +150 New
MWC
1537
MBM Wealth Consultants
Missouri
$8K +$10.3K +163 New
WPW
1538
Winthrop Partners - WNY
New York
$7.03K – – –
AWM
1539
Avior Wealth Management
Nebraska
$7K -$5.95K -94 -39%
EWA
1540
ERTS Wealth Advisors
Michigan
$7K +$8.17K +129 New
KCM
1541
Karp Capital Management
California
$7K +$8.17K +129 New
SFA
1542
Semmax Financial Advisors
North Carolina
$7K +$8.55K +135 New
CFN
1543
Cordasco Financial Network
Florida
$6K – – –
MWM
1544
Mascoma Wealth Management
New Hampshire
$6K – – –
FBT
1545
First Bank & Trust
South Dakota
$6K +$6.96K +110 New
POIA
1546
Pin Oak Investment Advisors
Texas
$6K +$8.48K +134 New
LPC
1547
Loeb Partners Corp
New York
$5K -$475K -7,500 -99%
NIM
1548
NuWave Investment Management
New Jersey
$5K -$159K -2,516 -97%
GWS
1549
Glassman Wealth Services
Virginia
$5K -$8.23K -130 -56%
MIM
1550
Macroview Investment Management
Maryland
$5K – – –
60 61
62
63 64