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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
AP
976
AHL Partners
United Kingdom
$425K -$124K -2,341 -23%
NG
977
Northstar Group
New York
$421K +$413K +7,784 New
ASN
978
Advisory Services Network
Georgia
$410K -$6K -113 -1%
KIA
979
KCM Investment Advisors
California
$407K +$11.9K +225 +3%
WSC
980
Wellington Shields & Co
New York
$403K – – –
PAS
981
Partnervest Advisory Services
California
$396K -$6.11K -115 -2%
CAS
982
CTC Alternative Strategies
Illinois
$395K +$84.9K +1,600 +28%
PGFC
983
Peapack-Gladstone Financial Corp
New Jersey
$394K +$128K +2,405 +49%
BAC
984
Boys Arnold & Co
North Carolina
$391K +$128K +2,406 +50%
PTC
985
Philadelphia Trust Company
Pennsylvania
$390K -$35.7M -671,910 -99%
CNBT
986
Canandaigua National Bank & Trust
New York
$384K -$12.7K -240 -3%
Dodge & Cox
987
Dodge & Cox
California
$383K -$45.7K -860 -11%
ST
988
Sageworth Trust
Pennsylvania
$383K +$375K +7,071 New
BWP
989
BSW Wealth Partners
Colorado
$379K – – –
SWM
990
SVA Wealth Management
Wisconsin
$379K +$17.6K +331 +5%
PCM
991
Prelude Capital Management
New York
$377K +$221K +4,161 +149%
TFO
992
Tarbox Family Office
California
$374K -$282K -5,320 -43%
BC
993
Banced Corp
Illinois
$373K +$24.8K +467 +7%
MCM
994
Manchester Capital Management
Vermont
$372K -$66.1K -1,245 -15%
BHBT
995
Burke & Herbert Bank & Trust
Virginia
$372K -$40.9K -770 -10%
MC
996
Menta Capital
California
$368K -$669K -12,600 -65%
VDI
997
Vaughan David Investments
Illinois
$368K -$8.23K -155 -2%
KPCM
998
Kings Point Capital Management
New York
$367K +$26.5K +500 +8%
FFA
999
First Foundation Advisors
California
$364K -$102K -1,916 -22%
DD
1000
Dominick & Dominick
New York
$357K +$350K +6,600 New