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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
1601
Meridian Wealth Partners
Pennsylvania
$34K +$6.34K +95 +26%
HS
1602
Horan Securities
United States
$34K +$23.9K +358 +338%
BWM
1603
BerganKDV Wealth Management
Minnesota
$33K -$23.8K -356 -44%
COCM
1604
Charter Oak Capital Management
New Hampshire
$33K – – –
SFG
1605
Sage Financial Group
Pennsylvania
$33K – – –
PWA
1606
Phoenix Wealth Advisors
North Carolina
$31K -$20K -300 -41%
APWM
1607
Atlas Private Wealth Management
New York
$31K – – –
TIM
1608
Tortoise Investment Management
New York
$31K +$1.07K +16 +4%
TC
1609
Trust Company
Kansas
$30K -$668 -10 -2%
HWA
1610
HHM Wealth Advisors
Tennessee
$30K – – –
FBT
1611
First Bank & Trust
South Dakota
$30K +$20.5K +307 +279%
RWM
1612
Raffa Wealth Management
District of Columbia
$29.8K +$3.47K +52 +15%
ADIM
1613
Alpha DNA Investment Management
Maryland
$29K +$334 +5 +1%
WCM
1614
Wealthcare Capital Management
Virginia
$29K +$26.6K +399 New
LF
1615
Lee Financial
Texas
$27K – – –
ST
1616
Sageworth Trust
Pennsylvania
$27K – – –
BI
1617
Blooom Inc
Kansas
$27K +$30.3K +454 +4%
LWANC
1618
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K -$12K -180 -33%
CA
1619
Crewe Advisors
Utah
$26K – – –
WP
1620
WealthShield Partners
North Carolina
$26K +$23.8K +357 New
M
1621
MOTCO
Texas
$25K -$10.9K -164 -32%
BC
1622
Barnett & Company
Tennessee
$25K – – –
TF
1623
Tompkins Financial
New York
$24K -$2.6K -39 -11%
FRA
1624
Front Row Advisors
California
$24K +$334 +5 +2%
EWM
1625
Edge Wealth Management
New York
$24K +$3.4K +51 +18%
63 64
65
66 67