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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1026
AssetMark Inc
California
$183K -$29.8K -673 -14%
CGT
1027
Capital Guardian Trust
California
$178K – – –
PWM
1028
Perigon Wealth Management
California
$174K +$3.67K +83 +2%
CFA
1029
Carroll Financial Associates
North Carolina
$170K -$34.1K -771 -16%
NSIM
1030
North Star Investment Management
Illinois
$167K +$221 +5 +0.1%
TCOV
1031
Trust Company of Vermont
Vermont
$163K -$3.36K -76 -2%
FFC
1032
First Financial Corp
Indiana
$160K -$67.2K -1,520 -29%
GP
1033
GLG Partners
United Kingdom
$157K -$28.7M -647,985 -99%
WEC
1034
Winslow Evans & Crocker
Massachusetts
$156K +$14.2K +321 +10%
WP
1035
WealthPLAN Partners
Nebraska
$155K +$383K +8,659 New
FPFS
1036
First Personal Financial Services
North Carolina
$143K +$91.5K +2,070 +160%
HPBT
1037
High Point Bank & Trust
North Carolina
$138K – – –
SC
1038
SRB Corp
Massachusetts
$134K -$16.1K -365 -10%
HFM
1039
Hartford Financial Management
Connecticut
$132K -$4.42K -100 -3%
MCM
1040
Manchester Capital Management
Vermont
$126K – – –
AA
1041
Apriem Advisors
California
$121K -$2.65K -60 -2%
MWM
1042
MinichMacGregor Wealth Management
New York
$119K +$88 +2 +0.1%
SEIA
1043
Signature Estate & Investment Advisors
California
$116K +$121K +2,747 New
JWA
1044
JFS Wealth Advisors
Pennsylvania
$114K -$2.17K -49 -2%
CWM
1045
Cedar Wealth Management
California
$111K +$42K +950 +57%
NYLT
1046
New York Life Trust
New York
$107K -$102K -2,296 -48%
KT
1047
Kanaly Trust
Texas
$106K -$629K -14,225 -85%
SRCM
1048
Swift Run Capital Management
Virginia
$106K +$111K +2,500 New
SWA
1049
Sutton Wealth Advisors
Florida
$105K -$27.9K -631 -20%
RFWA
1050
RPg Family Wealth Advisory
Massachusetts
$104K -$20.8K -470 -16%