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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
LWAC
901
Laurel Wealth Advisors (California)
California
$1.18M +$23.4K +335 +2%
IB
902
Intrust Bank
Kansas
$1.18M +$81.4K +1,164 +7%
LSAG
903
Lake Street Advisors Group
New Hampshire
$1.17M +$502K +7,184 +75%
BDF
904
Balasa Dinverno & Foltz
$1.17M +$103K +1,467 +10%
USAA
905
United Services Automobile Association
Texas
$1.16M -$231K -3,310 -17%
FHA
906
Flagship Harbor Advisors
Massachusetts
$1.16M – – –
NB
907
NBT Bank
New York
$1.16M -$8.74K -125 -0.8%
SP
908
Symmetry Partners
Connecticut
$1.15M – – –
FNT
909
First National Trust
Pennsylvania
$1.15M +$24.6K +352 +2%
JCM
910
Jacobi Capital Management
Pennsylvania
$1.14M +$556K +7,953 +96%
PWM
911
Perigon Wealth Management
California
$1.14M +$88K +1,259 +8%
CCA
912
Checchi Capital Advisers
California
$1.14M +$19.8K +283 +2%
CM
913
CM Management
Florida
$1.12M – – –
CCM
914
Compton Capital Management
Rhode Island
$1.12M +$168K +2,400 +18%
GIM
915
Guild Investment Management
California
$1.12M +$344K +4,920 +45%
SAM
916
Sompo Asset Management
Japan
$1.12M +$1.11M +15,930 New
CG
917
CFO4Life Group
Texas
$1.11M +$109K +1,564 +11%
HAG
918
HighPoint Advisor Group
Illinois
$1.1M -$26.9K -385 -2%
SSG
919
Summit Securities Group
New York
$1.09M -$977K -13,982 -47%
HCP
920
Holt Capital Partners
Texas
$1.09M +$372K +5,325 +52%
AIM
921
ARGA Investment Management
Connecticut
$1.09M -$843K -12,060 -44%
QPWM
922
Quadrant Private Wealth Management
Pennsylvania
$1.09M -$2.69M -38,488 -71%
FBFS
923
First Business Financial Services
Wisconsin
$1.08M +$95.7K +1,369 +10%
LIM
924
Longfellow Investment Management
Massachusetts
$1.08M – – –
GFP
925
Gryphon Financial Partners
Ohio
$1.08M -$37.5K -537 -3%
35 36
37
38 39