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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
1601
Ranch Capital Advisors
Florida
$36K – – –
SFPG
1602
Stonebridge Financial Planning Group
Florida
$36K +$6.67K +100 +25%
JMF
1603
Johnson Midwest Financial
Iowa
$35K +$267 +4 +0.8%
OAJ
1604
Ogorek Anthony Joseph
New York
$34K – – –
MWP
1605
Meridian Wealth Partners
Pennsylvania
$34K +$6.34K +95 +26%
HS
1606
Horan Securities
United States
$34K +$23.9K +358 +338%
BWM
1607
BerganKDV Wealth Management
Minnesota
$33K -$23.8K -356 -44%
COCM
1608
Charter Oak Capital Management
New Hampshire
$33K – – –
SFG
1609
Sage Financial Group
Pennsylvania
$33K – – –
PWA
1610
Phoenix Wealth Advisors
North Carolina
$31K -$20K -300 -41%
APWM
1611
Atlas Private Wealth Management
New York
$31K – – –
TIM
1612
Tortoise Investment Management
New York
$31K +$1.07K +16 +4%
TC
1613
Trust Company
Kansas
$30K -$668 -10 -2%
HWA
1614
HHM Wealth Advisors
Tennessee
$30K – – –
FBT
1615
First Bank & Trust
South Dakota
$30K +$20.5K +307 +279%
RWM
1616
Raffa Wealth Management
District of Columbia
$29.8K +$3.47K +52 +15%
ADIM
1617
Alpha DNA Investment Management
Maryland
$29K +$334 +5 +1%
WCM
1618
Wealthcare Capital Management
Virginia
$29K +$26.6K +399 New
LF
1619
Lee Financial
Texas
$27K – – –
ST
1620
Sageworth Trust
Pennsylvania
$27K – – –
BI
1621
Blooom Inc
Kansas
$27K +$30.3K +454 +4%
LWANC
1622
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K -$12K -180 -33%
CA
1623
Crewe Advisors
Utah
$26K – – –
WP
1624
WealthShield Partners
North Carolina
$26K +$23.8K +357 New
M
1625
MOTCO
Texas
$25K -$10.9K -164 -32%
63 64
65
66 67