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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
1876
Highline Wealth Partners
California
$22.3K +$10.7K +140 +80%
SL
1877
Salomon & Ludwin
Virginia
$22.1K – – –
NECFA
1878
New England Capital Financial Advisors
Connecticut
$21.6K – – –
HWM
1879
Horizons Wealth Management
North Carolina
$21.5K – – –
PAI
1880
Pittenger & Anderson Inc
Nebraska
$21.3K – – –
VWA
1881
Valued Wealth Advisors
Utah
$21.1K +$2.29K +30 +11%
BWM
1882
Bullock Wealth Management
Indiana
$21.1K +$76 +1 +0.3%
M
1883
MOTCO
Texas
$20.7K +$2.44K +32 +12%
RWM
1884
Raffa Wealth Management
District of Columbia
$20.4K -$3.05K -40 -12%
AWM
1885
Abound Wealth Management
Tennessee
$20.2K -$5.95K -78 -22%
TIM
1886
Tortoise Investment Management
New York
$19.8K -$11.4K -150 -35%
BC
1887
Bayforest Capital
United Kingdom
$19.5K +$21K +275 New
AEPWM
1888
Atlantic Edge Private Wealth Management
Florida
$19.5K – – –
CB
1889
Centennial Bank
Arkansas
$19.2K – – –
VFIC
1890
Valley Forge Investment Consultants
Pennsylvania
$19.2K +$76 +1 +0.4%
BC
1891
Barrett & Company
Rhode Island
$18.8K – – –
MTIC
1892
Missouri Trust & Investment Company
Missouri
$18.5K – – –
HCA
1893
Harbor Capital Advisors
Illinois
$18K +$7.17K +94 +60%
1IA
1894
1620 Investment Advisors
Massachusetts
$17.8K +$76 +1 +0.4%
AT
1895
Arlington Trust
Alabama
$17.7K +$19.1K +250 New
AWM
1896
Accredited Wealth Management
Kentucky
$17.4K – – –
OW
1897
Olistico Wealth
Oklahoma
$17.4K – – –
RMP
1898
Richards, Merrill & Peterson
Washington
$17K – – –
RTL
1899
Red Tortoise LLC
Georgia
$16.5K – – –
SFGP
1900
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$16.3K +$1.22K +16 +8%
74 75
76
77 78