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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
III
1001
Independent Investors Inc
New York
$894K -$100K -1,500 -11%
GAM
1002
Grandview Asset Management
Pennsylvania
$877K -$68.9K -1,030 -8%
NAM
1003
North American Management
Massachusetts
$875K -$82K -1,225 -9%
AIM
1004
Assured Investment Management
New York
$873K -$9.67M -144,464 -92%
IDBONY
1005
Israel Discount Bank of New York
New York
$873K +$39.5K +590 +5%
VCM
1006
Vivaldi Capital Management
Illinois
$867K -$676K -10,106 -45%
LB
1007
Legacy Bridge
Iowa
$866K – – –
DLG
1008
Daniel L. Goodwin
$861K – – –
EWM
1009
Endurance Wealth Management
Rhode Island
$861K +$134K +2,000 +19%
ECM
1010
Exchange Capital Management
Michigan
$856K -$17.4K -260 -2%
TA
1011
Tiedemann Advisors
New York
$855K -$679K -10,153 -45%
ACI
1012
Alpha Cubed Investments
California
$854K +$142K +2,115 +21%
FCA
1013
FinTrust Capital Advisors
South Carolina
$849K +$627K +9,365 +338%
LWS
1014
Lucia Wealth Services
California
$847K -$201K -3,006 -20%
DAM
1015
Deltec Asset Management
New York
$847K -$33.5K -500 -4%
KP
1016
Keel Point
Alabama
$845K +$11.6K +173 +1%
EWM
1017
Edge Wealth Management
New York
$845K +$666K +9,950 +464%
LSAG
1018
Lake Street Advisors Group
New Hampshire
$843K +$100K +1,499 +14%
TAM
1019
Tocqueville Asset Management
New York
$840K +$23.4K +350 +3%
PCM
1020
Palisade Capital Management
New Jersey
$839K – – –
PPSG
1021
Princeton Portfolio Strategies Group
New Jersey
$835K -$1.2K -18 -0.2%
HCMT
1022
Highland Capital Management (Texas)
Texas
$833K -$207K -3,100 -21%
SIM
1023
Sterling Investment Management
Arizona
$828K -$19.3K -289 -2%
BDF
1024
Balasa Dinverno & Foltz
$826K +$57.9K +865 +8%
TC
1025
Telemus Capital
Michigan
$825K -$193K -2,882 -19%
39 40
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