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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
GLR
1651
Great Lakes Retirement
Ohio
$22.7K +$22K +357 New
SL
1652
Salomon & Ludwin
Virginia
$22.5K -$44.5K -722 -67%
JGIA
1653
Jackson Grant Investment Advisers
Connecticut
$21.8K – – –
TFM
1654
TFC Financial Management
Massachusetts
$21.8K +$1.11K +18 +6%
PCWA
1655
Pacific Capital Wealth Advisors
California
$21.8K +$12.6K +205 +149%
ITIM
1656
Indiana Trust & Investment Management
Indiana
$21.6K – – –
FFO
1657
Fortitude Family Office
Arizona
$21.5K +$13.5K +219 +183%
CAM
1658
Chesapeake Asset Management
New York
$21.2K -$18.2K -295 -47%
FMP
1659
Financial Management Professionals
Texas
$21K +$2.96K +48 +17%
GJIA
1660
Glass Jacobson Investment Advisors
Maryland
$20.8K – – –
TF
1661
Tompkins Financial
New York
$20.8K -$308 -5 -2%
NI
1662
NCP Inc
California
$20.7K +$185 +3 +0.9%
AWM
1663
Abound Wealth Management
Tennessee
$20.3K -$185 -3 -0.9%
LIA
1664
Lynx Investment Advisory
District of Columbia
$19.3K +$18.7K +304 New
NECFA
1665
New England Capital Financial Advisors
Connecticut
$19.3K +$1.42K +23 +8%
NCM
1666
Northwest Capital Management
Oregon
$18.7K -$1.36K -22 -7%
BWM
1667
Bullock Wealth Management
Indiana
$18.7K +$62 +1 +0.3%
PMFA
1668
Plante Moran Financial Advisors
Michigan
$18.4K +$6.78K +110 +61%
EC
1669
Elequin Capital
New York
$18.4K +$17.9K +290 New
AEPWM
1670
Atlantic Edge Private Wealth Management
Florida
$17.4K – – –
VWA
1671
Valued Wealth Advisors
Utah
$17K +$1.54K +25 +10%
BC
1672
Barrett & Company
Rhode Island
$16.7K – – –
RWPA
1673
Richard W. Paul & Associates
Michigan
$15.9K – – –
RCM
1674
Richardson Capital Management
Wisconsin
$15.9K – – –
RFG
1675
RFP Financial Group
Georgia
$15.3K -$185 -3 -1%