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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
1926
New World Advisors
Massachusetts
$354K +$13.9K +107 +4%
SWM
1927
Stronghold Wealth Management
Florida
$353K -$45K -346 -12%
DW30
1928
Drucker Wealth 3.0
New Jersey
$353K +$55.1K +423 +20%
HFS
1929
Howard Financial Services
Texas
$352K +$33.8K +260 +12%
AL
1930
ARWA LLC
Texas
$352K +$79.7K +612 +30%
KFA
1931
Kapstone Financial Advisors
Ohio
$351K – – –
OWCM
1932
One Wealth Capital Management
Arizona
$351K +$326K +2,508 New
DWA
1933
Douglass Winthrop Advisors
New York
$351K – – –
OWP
1934
Obermeyer Wealth Partners
Colorado
$350K – – –
BAM
1935
Bayview Asset Management
Florida
$350K – – –
RFA
1936
Register Financial Advisors
Georgia
$350K – – –
WJS
1937
William John Sempolinski
Massachusetts
$350K – – –
SCA
1938
Sandy Cove Advisors
Massachusetts
$349K -$3.9K -30 -1%
WCG
1939
Weaver Consulting Group
California
$349K -$7.16K -55 -2%
IWP
1940
Insight Wealth Partners
Texas
$349K +$324K +2,491 New
WMA
1941
West Michigan Advisors
Michigan
$348K -$2.73K -21 -0.8%
BBI
1942
Baxter Bros Inc
Connecticut
$348K – – –
NPT
1943
Nixon Peabody Trust
Massachusetts
$348K +$50.1K +385 +18%
VCM
1944
Virtue Capital Management
Tennessee
$346K +$1.17K +9 +0.4%
WAM
1945
Walker Asset Management
Missouri
$346K +$2.99K +23 +0.9%
LOWM
1946
Laurel Oak Wealth Management
New Jersey
$346K -$9.89K -76 -3%
OC
1947
Oakworth Capital
Alabama
$344K -$73.7K -566 -19%
NFG
1948
Nations Financial Group
Iowa
$344K -$60.5K -465 -16%
BFC
1949
Bedel Financial Consulting
Indiana
$344K – – –
DBRC
1950
D.B. Root & Company
Pennsylvania
$342K +$6.64K +51 +2%
76 77
78
79 80