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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1526
Bartlett & Co
Ohio
$17K – – –
RCG
1527
Ruggie Capital Group
Florida
$17K +$21.3K +336 New
BCWM
1528
Bartlett & Co Wealth Management
Ohio
$16.5K – – –
PFGIA
1529
Patriot Financial Group Insurance Agency
Massachusetts
$16K -$3.29K -52 -14%
FEG
1530
Financial Enhancement Group
Indiana
$16K – – –
BL
1531
Balentine LLC
Georgia
$15K -$2.79K -44 -13%
CTB
1532
Country Trust Bank
Illinois
$15K -$190 -3 -1%
HI
1533
Human Investing
Oregon
$15K +$18K +285 New
RWA
1534
Ropes Wealth Advisors
Massachusetts
$14K -$12K -190 -42%
SNT
1535
Security National Trust
West Virginia
$13K – – –
VCM
1536
Versant Capital Management
Arizona
$13K – – –
AWM
1537
Avondale Wealth Management
Texas
$12K – – –
WAM
1538
Watermark Asset Management
California
$12K – – –
RBC
1539
Roble Belko & Company
Pennsylvania
$11K +$63 +1 +0.5%
LGWM
1540
Litman Gregory Wealth Management
California
$11K +$13.9K +220 New
HT
1541
Heritage Trust
Oklahoma
$10K -$6.39K -101 -34%
RFM
1542
Royal Fund Management
Florida
$10K +$190 +3 +2%
LFG
1543
LifePlan Financial Group
Ohio
$9K -$38K -600 -78%
AOWM
1544
Alpha Omega Wealth Management
Virginia
$8K – – –
MWC
1545
MKD Wealth Coaches
Michigan
$8K +$9.5K +150 New
MWC
1546
MBM Wealth Consultants
Missouri
$8K +$10.3K +163 New
WPW
1547
Winthrop Partners - WNY
New York
$7.03K – – –
AWM
1548
Avior Wealth Management
Nebraska
$7K -$5.95K -94 -39%
EWA
1549
ERTS Wealth Advisors
Michigan
$7K +$8.17K +129 New
KCM
1550
Karp Capital Management
California
$7K +$8.17K +129 New
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