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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
NECFA
1876
New England Capital Financial Advisors
Connecticut
$21.6K – – –
HWM
1877
Horizons Wealth Management
North Carolina
$21.5K – – –
PAI
1878
Pittenger & Anderson Inc
Nebraska
$21.3K – – –
VWA
1879
Valued Wealth Advisors
Utah
$21.1K +$2.29K +30 +11%
M
1880
MOTCO
Texas
$20.7K +$2.44K +32 +12%
RWM
1881
Raffa Wealth Management
District of Columbia
$20.4K -$3.05K -40 -12%
AWM
1882
Abound Wealth Management
Tennessee
$20.2K -$5.95K -78 -22%
TIM
1883
Tortoise Investment Management
New York
$19.8K -$11.4K -150 -35%
BC
1884
Bayforest Capital
United Kingdom
$19.5K +$21K +275 New
AEPWM
1885
Atlantic Edge Private Wealth Management
Florida
$19.5K – – –
CB
1886
Centennial Bank
Arkansas
$19.2K – – –
VFIC
1887
Valley Forge Investment Consultants
Pennsylvania
$19.2K +$76 +1 +0.4%
BC
1888
Barrett & Company
Rhode Island
$18.8K – – –
MTIC
1889
Missouri Trust & Investment Company
Missouri
$18.5K – – –
HCA
1890
Harbor Capital Advisors
Illinois
$18K +$7.17K +94 +60%
1IA
1891
1620 Investment Advisors
Massachusetts
$17.8K +$76 +1 +0.4%
AT
1892
Arlington Trust
Alabama
$17.7K +$19.1K +250 New
AWM
1893
Accredited Wealth Management
Kentucky
$17.4K – – –
OW
1894
Olistico Wealth
Oklahoma
$17.4K – – –
RMP
1895
Richards, Merrill & Peterson
Washington
$17K – – –
RTL
1896
Red Tortoise LLC
Georgia
$16.5K – – –
SFGP
1897
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$16.3K +$1.22K +16 +8%
AWM
1898
Atticus Wealth Management
Florida
$15.8K +$153 +2 +0.9%
QL
1899
Quarry LP
New York
$15.7K +$16.9K +221 New
FPF
1900
First Pacific Financial
Washington
$15.5K +$9K +118 +118%
74 75
76
77 78