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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
1601
Ogorek Anthony Joseph
New York
$33K – – –
HS
1602
Horan Securities
United States
$33K +$74 +1 +0.2%
BWM
1603
BerganKDV Wealth Management
Minnesota
$33K +$1.18K +16 +4%
SFG
1604
Sage Financial Group
Pennsylvania
$32K – – –
RWM
1605
Raffa Wealth Management
District of Columbia
$31.3K +$2.37K +32 +8%
FBT
1606
First Bank & Trust
South Dakota
$30K – – –
TIM
1607
Tortoise Investment Management
New York
$30K – – –
HWA
1608
HHM Wealth Advisors
Tennessee
$29K – – –
PWA
1609
Phoenix Wealth Advisors
North Carolina
$29K – – –
TC
1610
Trust Company
Kansas
$29K – – –
LWA
1611
Lenox Wealth Advisors
New York
$29K +$19.8K +267 +180%
SFPG
1612
Stonebridge Financial Planning Group
Florida
$28K -$7.4K -100 -20%
CDIA
1613
Capital Directions Investment Advisors
Georgia
$28K +$29.4K +397 New
ST
1614
Sageworth Trust
Pennsylvania
$27K – – –
BI
1615
Blooom Inc
Kansas
$27K +$15.6K +211 +2%
LWANC
1616
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K – – –
WWM
1617
Wolff Wiese Magana
California
$26K +$8.21K +111 +43%
CA
1618
Crewe Advisors
Utah
$25K – – –
FRA
1619
Front Row Advisors
California
$23K -$666 -9 -3%
AWMS
1620
Advocacy Wealth Management Services
Georgia
$23K – – –
EWM
1621
Edge Wealth Management
New York
$23K +$74 +1 +0.3%
MAWCM
1622
Mine & Arao Wealth Creation & Management
California
$22K – – –
EWM
1623
Evermay Wealth Management
Virginia
$21K +$22.2K +300 New
HWMA
1624
Heritage Wealth Management (Arizona)
Arizona
$20K – – –
MFT
1625
Moisand Fitzgerald Tamayo
Florida
$20K – – –