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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
1026
Buckingham Strategic Wealth
Missouri
$206K -$28.6K -574 -12%
FCI
1027
Financial Counselors Inc
Kansas
$206K +$16.5K +331 +8%
ALA
1028
Atherton Lane Advisers
California
$205K – – –
KFC
1029
Klingenstein Fields & Co
New York
$203K -$126K -2,538 -37%
WKA
1030
Wilson Kemp & Associates
Michigan
$202K -$153K -3,070 -42%
HSA
1031
HBK Sorce Advisory
Pennsylvania
$202K -$5.28K -106 -2%
GJIC
1032
Gamble Jones Investment Counsel
California
$202K – – –
PCM
1033
Prelude Capital Management
New York
$200K -$3.14M -62,950 -94%
SCG
1034
Strategic Capital Group
Washington
$198K +$149K +2,994 +259%
JIC
1035
Joel Isaacson & Co
New York
$184K -$19.9K -400 -9%
OIA
1036
Optimum Investment Advisors
Illinois
$183K -$498 -10 -0.3%
LWA
1037
Lenox Wealth Advisors
New York
$180K +$166K +3,323 +737%
PSI
1038
Pinnacle Summer Investments
Virginia
$174K +$135K +2,701 +286%
EWM
1039
Evercore Wealth Management
New York
$167K -$39.8K -799 -19%
CCM
1040
Cutler Capital Management
Massachusetts
$160K -$1.49K -30 -0.9%
W
1041
Wealthfront
California
$160K +$167K +3,344 New
NYLT
1042
New York Life Trust
New York
$152K +$49.6K +995 +45%
KTC
1043
Kistler-Tiffany Companies
Pennsylvania
$151K -$100K -2,017 -39%
JG
1044
Jefferies Group
New York
$150K -$1.91M -38,378 -92%
HFM
1045
Hartford Financial Management
Connecticut
$148K +$149K +3,000 +2,400%
PTC
1046
Private Trust Company
Ohio
$146K -$11.6K -232 -7%
CFA
1047
Carroll Financial Associates
North Carolina
$146K +$26.5K +533 +21%
IMS
1048
Index Management Solutions
Pennsylvania
$140K +$84.8K +1,703 +138%
AA
1049
Apriem Advisors
California
$131K – – –
BBPWM
1050
Blue Bell Private Wealth Management
Pennsylvania
$128K – – –
40 41
42
43 44