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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1626
Penserra Capital Management
California
$24K +$14.8K +222 +200%
AWMS
1627
Advocacy Wealth Management Services
Georgia
$23K -$4.47K -67 -17%
MAWCM
1628
Mine & Arao Wealth Creation & Management
California
$23K – – –
RA
1629
Resolute Advisors
California
$23K +$35.2K +528 New
MFT
1630
Moisand Fitzgerald Tamayo
Florida
$21K +$16.7K +250 +714%
HWMA
1631
Heritage Wealth Management (Arizona)
Arizona
$21K +$19K +284 New
ACM
1632
Allred Capital Management
Texas
$20.7K +$19K +284 New
EWA
1633
Evolution Wealth Advisors
Florida
$20K – – –
MLFP
1634
MPS Loria Financial Planners
Illinois
$20K +$67 +1 +0.4%
WWM
1635
Wolff Wiese Magana
California
$19K -$62.1K -930 -78%
HI
1636
Hoey Investments
Pennsylvania
$19K – – –
AFS
1637
Annapolis Financial Services
Maryland
$18K – – –
FFA
1638
Freedman Financial Associates
Massachusetts
$18K – – –
SCA
1639
Stuart Chaussee & Associates
California
$18K +$16.2K +243 New
VFIC
1640
Valley Forge Investment Consultants
Pennsylvania
$17K -$1.4K -21 -8%
CTB
1641
Country Trust Bank
Illinois
$17K – – –
CH
1642
Canton Hathaway
Rhode Island
$15K -$7.01K -105 -33%
WLPWM
1643
Walled Lake Planning & Wealth Management
Illinois
$15K – – –
CB
1644
Community Bank
New York
$14K -$140K -2,096 -91%
AWM
1645
Atticus Wealth Management
Florida
$14K +$67 +1 +0.5%
HFA
1646
Hoover Financial Advisors
Pennsylvania
$13K +$1.47K +22 +15%
RIM
1647
Rockbridge Investment Management
New York
$13K +$2.87K +43 +33%
NIC
1648
Northwest Investment Counselors
Oregon
$13K +$11.7K +175 New
FP
1649
Fiduciary Planning
Florida
$13K +$11.8K +177 New
CQS
1650
Credential Qtrade Securities
$11.6K – – –
64 65
66
67 68