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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1651
Stuart Chaussee & Associates
California
$17K – – –
ST
1652
Sageworth Trust
Pennsylvania
$16K -$10.5K -150 -40%
HWMA
1653
Heritage Wealth Management (Arizona)
Arizona
$16K -$3.5K -50 -18%
AFG
1654
Albion Financial Group
Utah
$16K – – –
EI
1655
Ellevest Inc
New York
$15K -$46.2K -661 -76%
DFCM
1656
Dark Forest Capital Management
Puerto Rico
$15K +$14.5K +208 New
GKWIM
1657
Gerber Kawasaki Wealth & Investment Management
California
$15K +$15.7K +224 New
EWM
1658
Evermay Wealth Management
Virginia
$14K -$6.99K -100 -33%
WLPWM
1659
Walled Lake Planning & Wealth Management
Illinois
$14K – – –
HC
1660
Hoese & Co
Minnesota
$14K +$9.3K +133 +218%
SAM
1661
Strategic Asset Management
Minnesota
$14K +$14K +200 New
CPC
1662
Consolidated Planning Corp
Georgia
$14K +$14.3K +205 New
RIM
1663
Rockbridge Investment Management
New York
$12K +$70 +1 +0.6%
CB
1664
Community Bank
New York
$11K -$699 -10 -6%
BWP
1665
Baldwin Wealth Partners
Massachusetts
$11K – – –
BFC
1666
Bedel Financial Consulting
Indiana
$11K – – –
CC
1667
Corsicana & Co
Texas
$11K – – –
GWSG
1668
GPS Wealth Strategies Group
Colorado
$11K – – –
PG
1669
Proffitt & Goodson
Tennessee
$11K – – –
TCM
1670
Tradewinds Capital Management
Washington
$11K +$70 +1 +0.7%
HR
1671
Howe & Rusling
New York
$11K +$10.6K +151 +7,550%
AW
1672
Alaethes Wealth
Nevada
$10K – – –
SNT
1673
Security National Trust
West Virginia
$10K – – –
MS
1674
Mizuho Securities
Japan
$10K +$140 +2 +1%
RA
1675
Rational Advisors
New York
$10K +$10K +143 New
65 66
67
68 69