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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
M
1526
MOTCO
Texas
$26K -$49K -721 -66%
LWM
1527
Lenox Wealth Management
Ohio
$26K – – –
HR
1528
Howe & Rusling
New York
$25K – – –
SIS
1529
Sound Income Strategies
Florida
$25K – – –
NCM
1530
Nelson Capital Management
California
$24K -$154K -2,260 -87%
FMTCOCP
1531
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$22K – – –
FRA
1532
Front Row Advisors
California
$20K -$3.67K -54 -16%
RWA
1533
Ropes Wealth Advisors
Massachusetts
$19K +$476 +7 +3%
RWM
1534
Raffa Wealth Management
District of Columbia
$17.3K +$17K +250 New
VCM
1535
Versant Capital Management
Arizona
$17K -$204 -3 -1%
CTB
1536
Country Trust Bank
Illinois
$17K – – –
CCM
1537
Cribstone Capital Management
Maine
$16K -$53.2K -782 -78%
AWM
1538
Avondale Wealth Management
Texas
$16K – – –
ONST
1539
Old North State Trust
North Carolina
$15K -$20.1K -295 -58%
FBT
1540
First Bank & Trust
South Dakota
$15K – – –
LGWM
1541
Litman Gregory Wealth Management
California
$15K – – –
CAM
1542
CenterStar Asset Management
Illinois
$14K – – –
1NWS
1543
1 North Wealth Services
Maryland
$14K +$13.6K +200 New
SAM
1544
Shamrock Asset Management
Texas
$14K +$13.6K +200 New
SNT
1545
Security National Trust
West Virginia
$13K -$4.01K -59 -24%
PGAM
1546
Princeton Global Asset Management
New Jersey
$13K – – –
NIC
1547
Northwest Investment Counselors
Oregon
$13K +$13.2K +194 New
CAGAS
1548
Capital Advisory Group Advisory Services
Minnesota
$12K -$47.5K -698 -80%
LFG
1549
LifePlan Financial Group
Ohio
$12K – – –
WWM
1550
Willingdon Wealth Management
North Carolina
$12K +$11.8K +173 New
60 61
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63 64