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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1026
Smith Salley Wealth Management
North Carolina
$222K +$216K +4,290 New
11A
1027
10-15 Associates
New York
$222K +$216K +4,302 New
LDB
1028
Lee, Danner & Bass
Tennessee
$221K +$214K +4,265 New
PNC
1029
Park National Corp
Ohio
$219K -$2.66K -53 -1%
PSI
1030
Pinnacle Summer Investments
Virginia
$218K +$24.7K +492 +13%
BFS
1031
Bradley Foster & Sargent
Connecticut
$217K +$210K +4,186 New
BBI
1032
Baxter Bros Inc
Connecticut
$214K +$207K +4,123 New
CAG
1033
Crestwood Advisors Group
Massachusetts
$210K +$204K +4,051 New
PWM
1034
Perigon Wealth Management
California
$209K +$203K +4,030 New
CCM
1035
Check Capital Management
California
$207K +$201K +4,000 New
HCA
1036
Harbour Capital Advisors
Virginia
$204K -$75.4K -1,500 -28%
ALA
1037
Atherton Lane Advisers
California
$204K -$17.6K -350 -8%
IAM
1038
Iridian Asset Management
Connecticut
$200K +$194K +3,860 New
JIC
1039
Joel Isaacson & Co
New York
$199K -$503 -10 -0.3%
RNS
1040
Robert N. Shapiro
$196K +$8.59K +171 +5%
OIA
1041
Optimum Investment Advisors
Illinois
$194K – – –
QAM
1042
QCI Asset Management
New York
$190K – – –
WEC
1043
Winslow Evans & Crocker
Massachusetts
$186K +$42K +835 +30%
CFA
1044
Carroll Financial Associates
North Carolina
$184K -$3.97K -79 -2%
JWA
1045
JFS Wealth Advisors
Pennsylvania
$179K +$15K +298 +9%
CCM
1046
Cutler Capital Management
Massachusetts
$174K – – –
DBT
1047
Dubuque Bank & Trust
Iowa
$167K -$1.36K -27 -0.8%
CAM
1048
ClariVest Asset Management
California
$167K +$162K +3,216 New
AA
1049
Apriem Advisors
California
$163K +$15.4K +307 +11%
HFM
1050
Hartford Financial Management
Connecticut
$161K – – –
40 41
42
43 44