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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
976
Joel Isaacson & Co
New York
$207K +$13.4K +265 +7%
SFP
977
Santa Fe Partners
New Mexico
$207K +$216K +4,276 New
ALA
978
Atherton Lane Advisers
California
$206K -$113K -2,230 -34%
GJIC
979
Gamble Jones Investment Counsel
California
$206K +$215K +4,250 New
CWA
980
Constellation Wealth Advisors
New York
$200K -$257K -5,080 -55%
BFEC
981
Benjamin F. Edwards & Company
Missouri
$198K +$809 +16 +0.4%
FNBT
982
FineMark National Bank & Trust
Florida
$198K +$39.6K +784 +24%
AWS
983
Aris Wealth Services
Pennsylvania
$193K +$201K +3,971 New
OIA
984
Optimum Investment Advisors
Illinois
$186K +$194K +3,836 New
PTC
985
Private Trust Company
Ohio
$166K +$65.9K +1,303 +62%
EWM
986
Evercore Wealth Management
New York
$151K +$150K +2,969 +2,020%
CFA
987
Carroll Financial Associates
North Carolina
$136K +$9.1K +180 +7%
AA
988
Apriem Advisors
California
$135K – – –
QAM
989
QCI Asset Management
New York
$134K – – –
PSC
990
Prentiss Smith & Co
Vermont
$123K +$1.31K +26 +1%
H
991
Hexavest
Quebec, Canada
$120K +$125K +2,478 New
EFSCE
992
Enterprise Financial Services Corp (EFSC)
Missouri
$119K +$19K +375 +18%
PFS
993
Penseco Financial Services
Pennsylvania
$117K +$13.7K +271 +13%
NYLT
994
New York Life Trust
New York
$111K -$12.4K -246 -10%
HF
995
Hoxton Financial
West Virginia
$102K +$61K +1,207 +136%
M
996
MOTCO
Texas
$97K – – –
WA
997
WealthTrust-Arizona
Arizona
$93K -$11.2K -222 -10%
WP
998
Westend Partners
California
$90K +$91.4K +1,808 New
FANJ
999
Financial Architects (New Jersey)
New Jersey
$82K – – –
SSB
1000
Sandy Spring Bank
Maryland
$69K -$10.1K -200 -12%
38 39
40
41 42