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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
NYLT
1026
New York Life Trust
New York
$293K – – –
BWM
1027
Braver Wealth Management
Massachusetts
$289K +$318K +5,825 New
KA
1028
Klingman & Associates
New York
$287K – – –
KIA
1029
KCM Investment Advisors
California
$286K +$30.1K +551 +11%
RIG
1030
Roosevelt Investment Group
New York
$285K – – –
NIM
1031
Northeast Investment Management
Massachusetts
$284K +$874 +16 +0.3%
CL
1032
Choreo LLC
Illinois
$276K +$86.9K +1,591 +40%
AWA
1033
AmeriServ Wealth Advisors
Pennsylvania
$275K -$13.1K -240 -4%
Pacer Advisors
1034
Pacer Advisors
Pennsylvania
$275K – – –
HHGA
1035
Halbert Hargrove Global Advisors
California
$274K -$323K -5,907 -52%
FM
1036
Foster & Motley
Ohio
$273K +$309K +5,665 New
KIA
1037
King Investment Advisors
Texas
$272K -$731K -13,380 -70%
IAMOG
1038
Investors Asset Management of Georgia
Georgia
$272K – – –
MWP
1039
MYCIO Wealth Partners
Pennsylvania
$270K +$4.32K +79 +1%
QCG
1040
Quadrant Capital Group
Ohio
$269K +$28.2K +516 +10%
LDB
1041
Lee, Danner & Bass
Tennessee
$266K – – –
KFA
1042
Kelleher Financial Advisors
New York
$265K – – –
MMPW
1043
Mitchell McLeod Pugh & Williams
Alabama
$261K +$27.3K +500 +11%
B
1044
BancorpSouth
Mississippi
$258K – – –
LPT
1045
Legacy Private Trust
Wisconsin
$255K +$281K +5,150 New
KF
1046
Krilogy Financial
Missouri
$254K +$279K +5,113 New
GJIC
1047
Gamble Jones Investment Counsel
California
$253K – – –
NAM
1048
NTV Asset Management
West Virginia
$251K – – –
NG
1049
Northstar Group
New York
$249K -$165K -3,015 -37%
AF
1050
Ally Financial
Michigan
$248K -$4.92M -90,000 -95%