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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1626
Trust Company
Kansas
$29K – – –
SFPG
1627
Stonebridge Financial Planning Group
Florida
$28K – – –
IAS
1628
IMA Advisory Services
Colorado
$28K +$28K +400 New
TVWM
1629
Tower View Wealth Management
Wisconsin
$28K +$28K +400 New
PWA
1630
Phoenix Wealth Advisors
North Carolina
$27K -$2.66K -38 -9%
CYG
1631
Clean Yield Group
Vermont
$27K +$12.8K +183 +92%
BEI
1632
Benjamin Edwards Inc
Missouri
$27K +$27.2K +389 New
CDIA
1633
Capital Directions Investment Advisors
Georgia
$26K -$1.89K -27 -7%
WWM
1634
Wolff Wiese Magana
California
$26K -$559 -8 -2%
BIA
1635
Bell Investment Advisors
California
$26K +$25.8K +369 New
BI
1636
Blooom Inc
Kansas
$25K -$60K -858 -7%
LWANC
1637
Laurel Wealth Advisors (North Carolina)
North Carolina
$25K – – –
SSC
1638
Syverson Strege & Co
Iowa
$25K +$24.5K +350 +3,182%
FRA
1639
Front Row Advisors
California
$23K – – –
TF
1640
Tompkins Financial
New York
$23K +$23.1K +331 New
AWMS
1641
Advocacy Wealth Management Services
Georgia
$22K – – –
MAWCM
1642
Mine & Arao Wealth Creation & Management
California
$22K – – –
IFAM
1643
Institutional & Family Asset Management
Colorado
$21K -$69.2K -990 -77%
FPFS
1644
First Personal Financial Services
North Carolina
$21K -$20.3K -291 -50%
MFT
1645
Moisand Fitzgerald Tamayo
Florida
$20K – – –
MG
1646
MilWealth Group
Wisconsin
$19.3K +$19.2K +275 New
VFIC
1647
Valley Forge Investment Consultants
Pennsylvania
$19K +$2.45K +35 +15%
HI
1648
Hoey Investments
Pennsylvania
$18K -$105K -1,500 -85%
PGAM
1649
Princeton Global Asset Management
New Jersey
$18K -$15.4K -221 -46%
FFA
1650
Freedman Financial Associates
Massachusetts
$17K – – –
64 65
66
67 68