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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1526
McMillion Capital Management
North Carolina
$31K +$29.7K +444 New
WC
1527
Whitnell & Co
Illinois
$30K – – –
PWP
1528
Personal Wealth Partners
Minnesota
$27K +$25.4K +380 New
LWM
1529
Lenox Wealth Management
Ohio
$26K – – –
SIS
1530
Sound Income Strategies
Florida
$25K -$17.5K -262 -42%
HR
1531
Howe & Rusling
New York
$25K -$6.96K -104 -23%
FRA
1532
Front Row Advisors
California
$24K -$6.69K -100 -23%
PMFA
1533
Plante Moran Financial Advisors
Michigan
$24K -$1.61K -24 -7%
FMTCOCP
1534
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$22K – – –
EI
1535
Ellevest Inc
New York
$20K +$18.1K +271 +2,710%
RWA
1536
Ropes Wealth Advisors
Massachusetts
$18K – – –
CTB
1537
Country Trust Bank
Illinois
$17K – – –
SNT
1538
Security National Trust
West Virginia
$17K – – –
VCM
1539
Versant Capital Management
Arizona
$17K – – –
POIA
1540
Pin Oak Investment Advisors
Texas
$16K -$10.5K -157 -40%
LA
1541
Legacy Advisors
Pennsylvania
$16K -$9.84K -147 -38%
AWM
1542
Avondale Wealth Management
Texas
$16K – – –
LGWM
1543
Litman Gregory Wealth Management
California
$15K – – –
FBT
1544
First Bank & Trust
South Dakota
$15K +$7.36K +110 +100%
BAMG
1545
Brand Asset Management Group
Missouri
$14K +$13.4K +200 New
FEG
1546
Financial Enhancement Group
Indiana
$13K -$1.87K -28 -13%
PGAM
1547
Princeton Global Asset Management
New Jersey
$13K – – –
LFG
1548
LifePlan Financial Group
Ohio
$12K – – –
KFS
1549
Kelly Financial Services
Massachusetts
$11.9K – – –
MWC
1550
MKD Wealth Coaches
Michigan
$11K +$44.4K +664 +443%
60 61
62
63 64