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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
1651
Rockbridge Investment Management
New York
$13K +$2.87K +43 +33%
NIC
1652
Northwest Investment Counselors
Oregon
$13K +$11.7K +175 New
FP
1653
Fiduciary Planning
Florida
$13K +$11.8K +177 New
CQS
1654
Credential Qtrade Securities
$11.6K – – –
LWA
1655
Lenox Wealth Advisors
New York
$11K -$29.9K -448 -75%
MS
1656
Mizuho Securities
Japan
$11K -$2.8K -42 -22%
BFC
1657
Bedel Financial Consulting
Indiana
$11K – – –
TCM
1658
Tradewinds Capital Management
Washington
$11K – – –
RF
1659
Robbins Farley
New Hampshire
$11K +$67 +1 +0.7%
PG
1660
Proffitt & Goodson
Tennessee
$11K +$668 +10 +7%
FEG
1661
Financial Enhancement Group
Indiana
$10K – – –
SNT
1662
Security National Trust
West Virginia
$10K – – –
GWSG
1663
GPS Wealth Strategies Group
Colorado
$10K +$10.1K +151 New
KFS
1664
Kelly Financial Services
Massachusetts
$9.46K -$2.67K -40 -24%
BWP
1665
Baldwin Wealth Partners
Massachusetts
$9K -$6.67K -100 -45%
NL
1666
NVWM LLC
Pennsylvania
$9K – – –
TC
1667
Truvestments Capital
Florida
$9K +$67 +1 +0.8%
TFA
1668
Toth Financial Advisory
Virginia
$9K +$5.01K +75 +150%
AIM
1669
Arcadia Investment Management
Michigan
$9K +$8.34K +125 New
FPW
1670
Flagship Private Wealth
Massachusetts
$8.21K -$28.4K -426 -79%
ARMC
1671
American Research & Management Company
Massachusetts
$8K – – –
POIA
1672
Pin Oak Investment Advisors
Texas
$8K – – –
JWBC
1673
John W. Brooker & Co
California
$8K +$67 +1 +0.9%
CWAF
1674
Core Wealth Advisors (Florida)
Florida
$7K – – –
VCM
1675
Vigilant Capital Management
Maine
$7K – – –
65 66
67
68 69