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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1526
Marquette Asset Management
Minnesota
$32K +$31.9K +514 New
HCM
1527
Horrell Capital Management
Arkansas
$31K – – –
ONST
1528
Old North State Trust
North Carolina
$31K – – –
CFD
1529
Creative Financial Designs
Indiana
$30K +$4.59K +74 +18%
CMBA
1530
C.M. Bidwell & Associates
Hawaii
$29K -$361K -5,815 -93%
HR
1531
Howe & Rusling
New York
$29K -$2.11K -34 -7%
AWMS
1532
Advocacy Wealth Management Services
Georgia
$29K – – –
NC
1533
NewSquare Capital
Pennsylvania
$29K – – –
LF
1534
Lee Financial
Texas
$29K +$6.46K +104 +28%
FRA
1535
Front Row Advisors
California
$28K -$1.74K -28 -6%
SFG
1536
Sage Financial Group
Pennsylvania
$28K – – –
HGWM
1537
Harvest Group Wealth Management
Massachusetts
$28K +$28.1K +453 New
WC
1538
Whitnell & Co
Illinois
$27K – – –
LFASL
1539
Lugano Financial Advisors SA (LFA)
Switzerland
$27K +$27.4K +442 New
NWM
1540
Northwest Wealth Management
Iowa
$25K – – –
LA
1541
Legacy Advisors
Pennsylvania
$24K -$348K -5,604 -94%
POIA
1542
Pin Oak Investment Advisors
Texas
$24K +$16K +258 +193%
PMFA
1543
Plante Moran Financial Advisors
Michigan
$23K -$1.86K -30 -8%
FPS
1544
Fieldpoint Private Securities
Connecticut
$23K – – –
LWM
1545
Lenox Wealth Management
Ohio
$23K – – –
BWA
1546
Burt Wealth Advisors
Maryland
$22K – – –
LHC
1547
Little House Capital
Massachusetts
$21K +$21.7K +350 New
FMTCOCP
1548
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K +$19.1K +307 +2,362%
BL
1549
Balentine LLC
Georgia
$18K – – –
MIM
1550
Macroview Investment Management
Maryland
$17K +$28.8K +463 +498%
60 61
62
63 64