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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1001
Hollencrest Capital Management
California
$480K -$41.9K -849 -7%
IAMOG
1002
Investors Asset Management of Georgia
Georgia
$475K +$60.5K +1,225 +12%
MA
1003
Mutual Advisors
Nebraska
$474K +$81.9K +1,658 +17%
GFS
1004
GYL Financial Synergies
Connecticut
$473K -$1.73K -35 -0.3%
IRC
1005
Investors Research Corp
Georgia
$468K – – –
GVAG
1006
Great Valley Advisor Group
Delaware
$465K +$20.2K +408 +4%
TAM
1007
Tocqueville Asset Management
New York
$464K +$14K +283 +3%
IFG
1008
Independent Financial Group
California
$464K -$2.42K -49 -0.4%
SWM
1009
Spire Wealth Management
Virginia
$456K -$114K -2,309 -17%
MFC
1010
Mechanics Financial Corp
Ohio
$451K +$2.96K +60 +0.6%
DA
1011
DSC Advisors
Illinois
$450K +$254K +5,134 +91%
TBA
1012
Tower Bridge Advisors
Pennsylvania
$448K -$102K -2,068 -16%
PIM
1013
Perpetual Investment Management
Australia
$448K – – –
CWM
1014
Cabot Wealth Management
Massachusetts
$448K +$5.38K +109 +1%
RWB
1015
RMR Wealth Builders
New Jersey
$446K +$8.4K +170 +2%
CP
1016
Camelot Portfolios
Ohio
$445K -$175K -3,550 -25%
IIM
1017
Ironwood Investment Management
Massachusetts
$445K +$45.9K +929 +10%
KAM
1018
Knightsbridge Asset Management
California
$441K -$9.34K -189 -2%
MFA
1019
Mayflower Financial Advisors
Massachusetts
$440K +$49.1K +993 +10%
ECM
1020
Evergreen Capital Management
Washington
$440K +$173K +3,496 +50%
TI
1021
Telemetry Investments
New York
$438K – – –
TWI
1022
Thomas White International
Illinois
$437K – – –
SIG
1023
Stonegate Investment Group
Alabama
$435K -$13.8M -278,541 -96%
STA
1024
Summit Trail Advisors
New York
$434K -$200K -4,044 -28%
CA
1025
Cumberland Advisors
Florida
$434K -$49 -1 -0%
39 40
41
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