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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
ALA
1026
Atherton Lane Advisers
California
$205K – – –
KFC
1027
Klingenstein Fields & Co
New York
$203K -$126K -2,538 -37%
WKA
1028
Wilson Kemp & Associates
Michigan
$202K -$153K -3,070 -42%
HSA
1029
HBK Sorce Advisory
Pennsylvania
$202K -$5.28K -106 -2%
GJIC
1030
Gamble Jones Investment Counsel
California
$202K – – –
PCM
1031
Prelude Capital Management
New York
$200K -$3.14M -62,950 -94%
SCG
1032
Strategic Capital Group
Washington
$198K +$149K +2,994 +259%
JIC
1033
Joel Isaacson & Co
New York
$184K -$19.9K -400 -9%
OIA
1034
Optimum Investment Advisors
Illinois
$183K -$498 -10 -0.3%
LWA
1035
Lenox Wealth Advisors
New York
$180K +$166K +3,323 +737%
PSI
1036
Pinnacle Summer Investments
Virginia
$174K +$135K +2,701 +286%
EWM
1037
Evercore Wealth Management
New York
$167K -$39.8K -799 -19%
CCM
1038
Cutler Capital Management
Massachusetts
$160K -$1.49K -30 -0.9%
W
1039
Wealthfront
California
$160K +$167K +3,344 New
NYLT
1040
New York Life Trust
New York
$152K +$49.6K +995 +45%
KTC
1041
Kistler-Tiffany Companies
Pennsylvania
$151K -$100K -2,017 -39%
JG
1042
Jefferies Group
New York
$150K -$1.91M -38,378 -92%
HFM
1043
Hartford Financial Management
Connecticut
$148K +$149K +3,000 +2,400%
PTC
1044
Private Trust Company
Ohio
$146K -$11.6K -232 -7%
CFA
1045
Carroll Financial Associates
North Carolina
$146K +$26.5K +533 +21%
IMS
1046
Index Management Solutions
Pennsylvania
$140K +$84.8K +1,703 +138%
AA
1047
Apriem Advisors
California
$131K – – –
BBPWM
1048
Blue Bell Private Wealth Management
Pennsylvania
$128K – – –
QAM
1049
QCI Asset Management
New York
$127K – – –
CFG
1050
CKW Financial Group
Hawaii
$123K – – –
40 41
42
43 44