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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1651
Personal Wealth Partners
Minnesota
$38K – – –
OAJ
1652
Ogorek Anthony Joseph
New York
$38K +$35.2K +476 New
WQ
1653
Wealth Quarterback
New Jersey
$37.5K +$1.72M +23,265 New
BCI
1654
Brinker Capital Investments
Pennsylvania
$37K -$18.5K -250 -35%
LF
1655
Lee Financial
Texas
$37K – – –
ATC
1656
Adirondack Trust Company
New York
$37K +$739 +10 +2%
AWMS
1657
Advocacy Wealth Management Services
Georgia
$36K -$739 -10 -2%
SFG
1658
Sage Financial Group
Pennsylvania
$36K – – –
MCM
1659
McMillion Capital Management
North Carolina
$35K – – –
WC
1660
Whitnell & Co
Illinois
$35K – – –
ACM
1661
Allred Capital Management
Texas
$34.6K +$32K +433 New
BWA
1662
BDO Wealth Advisors
Florida
$34K – – –
1NWS
1663
1 North Wealth Services
Maryland
$33K +$15.8K +214 +107%
AP
1664
Arlington Partners
Alabama
$32K +$29.6K +400 New
SFPG
1665
Stonebridge Financial Planning Group
Florida
$32K +$29.6K +400 New
LWM
1666
Lenox Wealth Management
Ohio
$30K – – –
CFD
1667
Creative Financial Designs
Indiana
$29K -$6.58K -89 -20%
SIS
1668
Sound Income Strategies
Florida
$29K – – –
SQA
1669
Simon Quick Advisors
New Jersey
$29K +$19.7K +266 +269%
BCA
1670
Bray Capital Advisors
Florida
$28K -$10K -136 -28%
FRA
1671
Front Row Advisors
California
$28K +$4.58K +62 +21%
MWP
1672
Meridian Wealth Partners
Pennsylvania
$27K +$25.1K +340 New
M
1673
MOTCO
Texas
$25K -$4.73K -64 -17%
MAWCM
1674
Mine & Arao Wealth Creation & Management
California
$24K +$22.2K +300 New
GFPC
1675
Global Financial Private Client
Florida
$21.3K +$19.7K +267 New
65 66
67
68 69