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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1951
Truvestments Capital
Florida
$15.9K -$17.8K -246 -57%
CWP
1952
Clark Wealth Partners
Illinois
$15.8K +$5.06K +70 +60%
CBT
1953
CoreFirst Bank & Trust
Kansas
$15.5K +$13.2K +182 New
MPW
1954
MASECO Private Wealth
$15.3K +$13K +180 New
SR
1955
Syntax Research
Florida
$15.2K – – –
TF
1956
Tompkins Financial
New York
$15.1K – – –
VNA
1957
Valley National Advisers
Pennsylvania
$15K -$22K -305 -63%
WTA
1958
Washington Trust Advisors
Massachusetts
$14.9K – – –
SC
1959
Stephens Consulting
Michigan
$14.8K +$1.08K +15 +9%
KG
1960
Kilter Group
New York
$14.2K +$12.1K +167 New
NMG
1961
New Millennium Group
Utah
$14.2K – – –
DF
1962
Dunhill Financial
United Kingdom
$14.1K -$145 -2 -1%
DWM
1963
Darwin Wealth Management
Florida
$13.7K -$1.45K -20 -11%
MAM
1964
Morse Asset Management
Connecticut
$13.4K +$11.3K +157 New
FMTCOCP
1965
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K – – –
PCM
1966
Penserra Capital Management
California
$13K – – –
CAM
1967
Creekmur Asset Management
Illinois
$12.7K +$434 +6 +4%
JFA
1968
JNBA Financial Advisors
Minnesota
$12.4K – – –
RWS
1969
Retirement Wealth Solutions
Wisconsin
$12.4K – – –
BGC
1970
Beutel, Goodman & Co
Ontario, Canada
$12K -$735K -10,165 -99%
WTFG
1971
Wood Tarver Financial Group
Idaho
$12K -$33.6K -465 -77%
RCM
1972
Richardson Capital Management
Wisconsin
$11.9K – – –
BFS
1973
Bare Financial Services
Pennsylvania
$11.8K +$8.53K +118 +562%
WWM
1974
Wolff Wiese Magana
California
$11.6K +$72 +1 +0.7%
CFFP
1975
Center for Financial Planning
Michigan
$11.6K +$6.72K +93 +216%
77 78
79
80 81