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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
GJIC
976
Gamble Jones Investment Counsel
California
$206K +$215K +4,250 New
CWA
977
Constellation Wealth Advisors
New York
$200K -$257K -5,080 -55%
BFEC
978
Benjamin F. Edwards & Company
Missouri
$198K +$809 +16 +0.4%
FNBT
979
FineMark National Bank & Trust
Florida
$198K +$39.6K +784 +24%
AWS
980
Aris Wealth Services
Pennsylvania
$193K +$201K +3,971 New
OIA
981
Optimum Investment Advisors
Illinois
$186K +$194K +3,836 New
PTC
982
Private Trust Company
Ohio
$166K +$65.9K +1,303 +62%
EWM
983
Evercore Wealth Management
New York
$151K +$150K +2,969 +2,020%
CFA
984
Carroll Financial Associates
North Carolina
$136K +$9.1K +180 +7%
AA
985
Apriem Advisors
California
$135K – – –
QAM
986
QCI Asset Management
New York
$134K – – –
PSC
987
Prentiss Smith & Co
Vermont
$123K +$1.31K +26 +1%
H
988
Hexavest
Quebec, Canada
$120K +$125K +2,478 New
EFSCE
989
Enterprise Financial Services Corp (EFSC)
Missouri
$119K +$19K +375 +18%
PFS
990
Penseco Financial Services
Pennsylvania
$117K +$13.7K +271 +13%
NYLT
991
New York Life Trust
New York
$111K -$12.4K -246 -10%
HF
992
Hoxton Financial
West Virginia
$102K +$61K +1,207 +136%
M
993
MOTCO
Texas
$97K – – –
WA
994
WealthTrust-Arizona
Arizona
$93K -$11.2K -222 -10%
WP
995
Westend Partners
California
$90K +$91.4K +1,808 New
FANJ
996
Financial Architects (New Jersey)
New Jersey
$82K – – –
SSB
997
Sandy Spring Bank
Maryland
$69K -$10.1K -200 -12%
DAM
998
Delta Asset Management
Tennessee
$67K +$2.38K +47 +4%
RFA
999
Reilly Financial Advisors
California
$63K -$758 -15 -1%
RIA
1000
Regal Investment Advisors
Michigan
$62K -$10.6K -209 -14%
38 39
40
41 42