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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1001
Arete Wealth Advisors
Illinois
$222K +$232K +5,247 New
EA
1002
Emerald Advisers
Pennsylvania
$220K -$96.6K -2,184 -30%
FAM
1003
Foresters Asset Management
Ontario, Canada
$220K +$230K +5,200 New
BB
1004
Bell Bank
North Dakota
$219K -$32.3K -731 -12%
MWP
1005
MYCIO Wealth Partners
Pennsylvania
$217K -$4.2K -95 -2%
William Blair Investment Management
1006
William Blair Investment Management
Illinois
$216K -$160K -3,617 -42%
AW
1007
ACG Wealth
Georgia
$215K -$3.54K -80 -2%
KFA
1008
Kelleher Financial Advisors
New York
$213K -$371K -8,384 -62%
S
1009
SignatureFD
Georgia
$213K +$72.7K +1,644 +49%
GWCM
1010
Godshalk Welsh Capital Management
Pennsylvania
$213K +$222K +5,025 New
AIA
1011
Affinity Investment Advisors
California
$212K -$5.29M -119,616 -96%
NCM
1012
Northside Capital Management
Oregon
$212K – – –
VOAM
1013
Vertex One Asset Management
British Columbia, Canada
$212K – – –
PAS
1014
Partnervest Advisory Services
California
$211K -$68.7K -1,554 -24%
TNAM
1015
Terra Nova Asset Management
New York
$208K -$88.4K -2,000 -29%
CP
1016
Camelot Portfolios
Ohio
$208K +$217K +4,900 New
RMDI
1017
R.M. Davis Inc
Maine
$208K +$217K +4,912 New
HHGA
1018
Halbert Hargrove Global Advisors
California
$204K +$212K +4,802 New
RT
1019
Rockland Trust
Massachusetts
$202K -$496K -11,225 -70%
TFO
1020
Tarbox Family Office
California
$202K +$442 +10 +0.2%
IAA
1021
Ironsides Asset Advisors
North Carolina
$201K -$12.6K -284 -6%
SSB
1022
Sandy Spring Bank
Maryland
$200K +$80K +1,810 +62%
TF
1023
Tompkins Financial
New York
$195K – – –
KTC
1024
Kistler-Tiffany Companies
Pennsylvania
$195K +$42K +950 +26%
HCC
1025
Hirtle Callaghan & Co
Pennsylvania
$190K – – –