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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CMBA
1526
C.M. Bidwell & Associates
Hawaii
$29K -$361K -5,815 -93%
HR
1527
Howe & Rusling
New York
$29K -$2.11K -34 -7%
AWMS
1528
Advocacy Wealth Management Services
Georgia
$29K – – –
NC
1529
NewSquare Capital
Pennsylvania
$29K – – –
LF
1530
Lee Financial
Texas
$29K +$6.46K +104 +28%
FRA
1531
Front Row Advisors
California
$28K -$1.74K -28 -6%
SFG
1532
Sage Financial Group
Pennsylvania
$28K – – –
HGWM
1533
Harvest Group Wealth Management
Massachusetts
$28K +$28.1K +453 New
CF
1534
Centaurus Financial
California
$27.5K +$51.9K +835 +95%
WC
1535
Whitnell & Co
Illinois
$27K – – –
LFASL
1536
Lugano Financial Advisors SA (LFA)
Switzerland
$27K +$27.4K +442 New
NWM
1537
Northwest Wealth Management
Iowa
$25K – – –
LA
1538
Legacy Advisors
Pennsylvania
$24K -$348K -5,604 -94%
POIA
1539
Pin Oak Investment Advisors
Texas
$24K +$16K +258 +193%
PMFA
1540
Plante Moran Financial Advisors
Michigan
$23K -$1.86K -30 -8%
FPS
1541
Fieldpoint Private Securities
Connecticut
$23K – – –
LWM
1542
Lenox Wealth Management
Ohio
$23K – – –
BWA
1543
Burt Wealth Advisors
Maryland
$22K – – –
LHC
1544
Little House Capital
Massachusetts
$21K +$21.7K +350 New
FMTCOCP
1545
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K +$19.1K +307 +2,362%
BL
1546
Balentine LLC
Georgia
$18K – – –
MIM
1547
Macroview Investment Management
Maryland
$17K +$28.8K +463 +498%
RWA
1548
Ropes Wealth Advisors
Massachusetts
$16K – – –
RWM
1549
Raffa Wealth Management
District of Columbia
$15.6K -$25K -402 -62%
BCWM
1550
Bartlett & Co Wealth Management
Ohio
$15.2K -$4.53K -73 -23%
60 61
62
63 64