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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1601
Sage Financial Group
Pennsylvania
$32K
RWM
1602
Raffa Wealth Management
District of Columbia
$31.3K +$2.37K +32 +8%
FBT
1603
First Bank & Trust
South Dakota
$30K
TIM
1604
Tortoise Investment Management
New York
$30K
HWA
1605
HHM Wealth Advisors
Tennessee
$29K
PWA
1606
Phoenix Wealth Advisors
North Carolina
$29K
TC
1607
Trust Company
Kansas
$29K
LWA
1608
Lenox Wealth Advisors
New York
$29K +$19.8K +267 +180%
SFPG
1609
Stonebridge Financial Planning Group
Florida
$28K -$7.4K -100 -20%
CDIA
1610
Capital Directions Investment Advisors
Georgia
$28K +$29.4K +397 New
ST
1611
Sageworth Trust
Pennsylvania
$27K
BI
1612
Blooom Inc
Kansas
$27K +$15.6K +211 +2%
LWANC
1613
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K
WWM
1614
Wolff Wiese Magana
California
$26K +$8.21K +111 +43%
CA
1615
Crewe Advisors
Utah
$25K
FRA
1616
Front Row Advisors
California
$23K -$666 -9 -3%
AWMS
1617
Advocacy Wealth Management Services
Georgia
$23K
EWM
1618
Edge Wealth Management
New York
$23K +$74 +1 +0.3%
MAWCM
1619
Mine & Arao Wealth Creation & Management
California
$22K
EWM
1620
Evermay Wealth Management
Virginia
$21K +$22.2K +300 New
HWMA
1621
Heritage Wealth Management (Arizona)
Arizona
$20K
MFT
1622
Moisand Fitzgerald Tamayo
Florida
$20K
AFS
1623
Annapolis Financial Services
Maryland
$18K
IP
1624
Isthmus Partners
Wisconsin
$18K +$18.5K +250 New
SCA
1625
Stuart Chaussee & Associates
California
$17K