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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1601
Baldwin Wealth Partners
Massachusetts
$69K – – –
SGAM
1602
Smith Group Asset Management
Texas
$69K +$739 +10 +1%
CB
1603
Community Bank
New York
$68K – – –
GTAM
1604
Global Trust Asset Management
Florida
$67K -$3.1K -42 -5%
TIM
1605
Tortoise Investment Management
New York
$67K – – –
ST
1606
Sageworth Trust
Pennsylvania
$67K +$11.1K +150 +22%
RCA
1607
Ranch Capital Advisors
Florida
$67K +$62.1K +841 New
EMFAT
1608
Emerald Mutual Fund Advisers Trust
Pennsylvania
$66K +$61.4K +831 New
MS
1609
Mizuho Securities
Japan
$64K -$214K -2,900 -78%
AWM
1610
Avior Wealth Management
Nebraska
$63K +$13.3K +180 +29%
BC
1611
Barnett & Company
Tennessee
$63K +$55.6K +753 +1,982%
PMFA
1612
Plante Moran Financial Advisors
Michigan
$61K +$28.4K +384 +100%
HI
1613
Hudock Inc
Pennsylvania
$60K -$6.28K -85 -10%
SIAP
1614
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$60K – – –
TC
1615
Trust Company
Kansas
$60K – – –
EWM
1616
EPG Wealth Management
Georgia
$60K +$55.6K +753 New
PW
1617
Price Wealth
Texas
$59K -$1.26K -17 -2%
HCA
1618
Horan Capital Advisors
Ohio
$58K -$5.17K -70 -9%
CFFP
1619
Center for Financial Planning
Michigan
$58K +$53.2K +720 New
LWANC
1620
Laurel Wealth Advisors (North Carolina)
North Carolina
$56K +$74 +1 +0.1%
FPFS
1621
First Personal Financial Services
North Carolina
$55K – – –
LJHT
1622
Laurie J. Hall Trustee
$54K +$7.39K +100 +18%
SC
1623
Sawyer & Company
Massachusetts
$52K -$3.69K -50 -7%
SRCM
1624
Swift Run Capital Management
Virginia
$51K -$1.06M -14,393 -18%
CI
1625
CX Institutional
Indiana
$50K -$148 -2 -0.3%
63 64
65
66 67