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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
1026
JFS Wealth Advisors
Pennsylvania
$149K +$150K +3,154 New
HFM
1027
Hartford Financial Management
Connecticut
$147K – – –
PTC
1028
Private Trust Company
Ohio
$142K -$2.43K -51 -2%
HPBT
1029
High Point Bank & Trust
North Carolina
$141K +$47.6K +1,000 +50%
BBPWM
1030
Blue Bell Private Wealth Management
Pennsylvania
$136K +$9.51K +200 +7%
AA
1031
Apriem Advisors
California
$134K +$4.09K +86 +3%
WEC
1032
Winslow Evans & Crocker
Massachusetts
$129K +$22.9K +482 +21%
EWM
1033
Evercore Wealth Management
New York
$126K -$38.2K -804 -23%
KTC
1034
Kistler-Tiffany Companies
Pennsylvania
$126K -$23.8K -501 -16%
JWM
1035
Jacobus Wealth Management
Wisconsin
$125K +$126K +2,644 New
CFG
1036
CKW Financial Group
Hawaii
$122K – – –
FANJ
1037
Financial Architects (New Jersey)
New Jersey
$122K +$123K +2,584 New
PSC
1038
Prentiss Smith & Co
Vermont
$118K -$951 -20 -0.8%
GAM
1039
Gemmer Asset Management
California
$116K – – –
WA
1040
WealthTrust-Arizona
Arizona
$114K -$1.52K -32 -1%
HCM
1041
Horrell Capital Management
Arkansas
$106K – – –
BAM
1042
Brave Asset Management
New Jersey
$105K – – –
TWA
1043
TCI Wealth Advisors
Arizona
$104K +$2.9K +61 +3%
CG
1044
Colony Group
Massachusetts
$100K -$8M -168,175 -99%
LFR
1045
Lehman Financial Resources
Pennsylvania
$95K +$47.1K +990 +97%
HRC
1046
Hoertkorn Richard Charles
$94K +$95.1K +2,000 New
PCM
1047
Prelude Capital Management
New York
$85K -$114K -2,400 -57%
PFSC
1048
Peoples Financial Services Corp
Pennsylvania
$85K -$22.6K -476 -21%
CHC
1049
City Holding Co
West Virginia
$83K +$5.52K +116 +7%
EFSCE
1050
Enterprise Financial Services Corp (EFSC)
Missouri
$82K -$15K -316 -15%
40 41
42
43 44