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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
ATC
1526
Adirondack Trust Company
New York
$33K – – –
CMBA
1527
C.M. Bidwell & Associates
Hawaii
$33K – – –
LF
1528
Lee Financial
Texas
$33K – – –
TL
1529
TrueWealth LLC
Georgia
$32K -$8.1K -121 -21%
AWMS
1530
Advocacy Wealth Management Services
Georgia
$32K – – –
NC
1531
NewSquare Capital
Pennsylvania
$32K – – –
SFG
1532
Sage Financial Group
Pennsylvania
$32K – – –
LFASL
1533
Lugano Financial Advisors SA (LFA)
Switzerland
$31K – – –
MCM
1534
McMillion Capital Management
North Carolina
$31K +$29.7K +444 New
WC
1535
Whitnell & Co
Illinois
$30K – – –
PWP
1536
Personal Wealth Partners
Minnesota
$27K +$25.4K +380 New
LWM
1537
Lenox Wealth Management
Ohio
$26K – – –
SIS
1538
Sound Income Strategies
Florida
$25K -$17.5K -262 -42%
HR
1539
Howe & Rusling
New York
$25K -$6.96K -104 -23%
FRA
1540
Front Row Advisors
California
$24K -$6.69K -100 -23%
PMFA
1541
Plante Moran Financial Advisors
Michigan
$24K -$1.61K -24 -7%
FMTCOCP
1542
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$22K – – –
EI
1543
Ellevest Inc
New York
$20K +$18.1K +271 +2,710%
RWA
1544
Ropes Wealth Advisors
Massachusetts
$18K – – –
CTB
1545
Country Trust Bank
Illinois
$17K – – –
SNT
1546
Security National Trust
West Virginia
$17K – – –
VCM
1547
Versant Capital Management
Arizona
$17K – – –
POIA
1548
Pin Oak Investment Advisors
Texas
$16K -$10.5K -157 -40%
LA
1549
Legacy Advisors
Pennsylvania
$16K -$9.84K -147 -38%
AWM
1550
Avondale Wealth Management
Texas
$16K – – –