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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
LP
1001
LGL Partners
Pennsylvania
$272K +$272K +6,505 New
AIM
1002
Acrospire Investment Management
Illinois
$271K +$272K +6,500 New
SLG
1003
Stanley-Laman Group
Pennsylvania
$268K -$83.7K -2,002 -24%
SIA
1004
Sit Investment Associates
Minnesota
$265K – – –
ST
1005
Smithfield Trust
Pennsylvania
$264K -$961 -23 -0.4%
WF
1006
Welch & Forbes
Massachusetts
$263K +$263K +6,298 New
IA
1007
IFP Advisors
Florida
$261K -$2.55M -61,003 -93%
MMPW
1008
Mitchell McLeod Pugh & Williams
Alabama
$261K +$34.3K +820 +15%
NPC
1009
National Planning Corporation
California
$260K -$198K -4,743 -45%
PH
1010
Pinnacle Holdings
Oklahoma
$260K +$179K +4,280 +221%
BG
1011
Bahl & Gaynor
Ohio
$258K – – –
IOOF
1012
Independent Order of Foresters
Ontario, Canada
$255K -$83.6K -2,000 -25%
KF
1013
Krilogy Financial
Missouri
$252K +$252K +6,034 New
PGFC
1014
Peapack-Gladstone Financial Corp
New Jersey
$251K -$30.4K -728 -11%
TI
1015
Truepoint Inc
Ohio
$250K -$933K -22,328 -8%
GJIC
1016
Gamble Jones Investment Counsel
California
$250K -$4.18K -100 -2%
CMANY
1017
Capital Management Associates (New York)
New York
$250K -$3.51K -84 -1%
HCA
1018
Harbour Capital Advisors
Virginia
$249K -$91.9K -2,200 -27%
DTL
1019
Dynamic Technology Lab
Singapore
$249K +$249K +5,958 New
VC
1020
Vicus Capital
Pennsylvania
$249K +$249K +5,968 New
BO
1021
BRR OpCo
Ohio
$248K -$5.06K -121 -2%
BB
1022
Bell Bank
North Dakota
$246K -$53.7K -1,285 -18%
BSW
1023
Buckingham Strategic Wealth
Missouri
$243K +$15.9K +381 +7%
MC
1024
Menta Capital
California
$242K -$410K -9,800 -63%
KA
1025
Klingman & Associates
New York
$242K – – –
39 40
41
42 43