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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1001
Frontier Wealth Management
Missouri
$706K -$9.18K -145 -1%
ACS
1002
Archford Capital Strategies
Illinois
$703K +$24.1K +380 +3%
TH
1003
TCTC Holdings
Texas
$699K -$385K -6,075 -31%
SFS
1004
Sowell Financial Services
Arkansas
$698K +$849K +13,411 New
SWP
1005
Strategic Wealth Partners
Ohio
$693K -$16.1K -255 -2%
MGIA
1006
Moneta Group Investment Advisors
Missouri
$690K -$41.5K -656 -5%
PWAP
1007
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$685K -$37.7K -595 -4%
SC
1008
Savant Capital
Illinois
$685K -$30.5K -481 -4%
SCA
1009
Snowden Capital Advisors
New York
$674K -$148K -2,333 -15%
CS
1010
Comerica Securities
Michigan
$670K +$147K +2,324 +22%
ARMT
1011
Amica Retiree Medical Trust
Rhode Island
$668K – – –
CTA
1012
Chesley Taft & Associates
Illinois
$666K -$8.85M -139,825 -92%
NAM
1013
North American Management
Massachusetts
$662K -$101K -1,600 -11%
CEP
1014
Chicago Equity Partners
Illinois
$659K +$70.3K +1,110 +10%
LFAS
1015
Level Four Advisory Services
Texas
$658K +$101K +1,589 +14%
KA
1016
Kintegral Advisory
New York
$657K +$799K +12,619 New
BAM
1017
Brave Asset Management
New Jersey
$656K +$472K +7,454 +145%
VNB
1018
Virginia National Bank
Virginia
$653K -$12.7K -200 -2%
GAM
1019
Grandview Asset Management
Pennsylvania
$652K +$793K +12,522 New
FM
1020
Fondren Management
Texas
$651K +$792K +12,500 New
OAG
1021
Orbis Allan Gray
Bermuda
$650K – – –
PCM
1022
Palisade Capital Management
New Jersey
$650K +$7.85K +124 +1%
GA
1023
GFS Advisors
Texas
$649K -$192K -3,040 -20%
LB
1024
Legacy Bridge
Iowa
$643K +$783K +12,360 New
DLG
1025
Daniel L. Goodwin
$640K – – –
39 40
41
42 43