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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1026
Perigon Wealth Management
California
$174K +$3.67K +83 +2%
CFA
1027
Carroll Financial Associates
North Carolina
$170K -$34.1K -771 -16%
NSIM
1028
North Star Investment Management
Illinois
$167K +$221 +5 +0.1%
TCOV
1029
Trust Company of Vermont
Vermont
$163K -$3.36K -76 -2%
FFC
1030
First Financial Corp
Indiana
$160K -$67.2K -1,520 -29%
GP
1031
GLG Partners
United Kingdom
$157K -$28.7M -647,985 -99%
WEC
1032
Winslow Evans & Crocker
Massachusetts
$156K +$14.2K +321 +10%
WP
1033
WealthPLAN Partners
Nebraska
$155K +$383K +8,659 New
FPFS
1034
First Personal Financial Services
North Carolina
$143K +$91.5K +2,070 +160%
HPBT
1035
High Point Bank & Trust
North Carolina
$138K – – –
SC
1036
SRB Corp
Massachusetts
$134K -$16.1K -365 -10%
HFM
1037
Hartford Financial Management
Connecticut
$132K -$4.42K -100 -3%
MCM
1038
Manchester Capital Management
Vermont
$126K – – –
AA
1039
Apriem Advisors
California
$121K -$2.65K -60 -2%
MWM
1040
MinichMacGregor Wealth Management
New York
$119K +$88 +2 +0.1%
SEIA
1041
Signature Estate & Investment Advisors
California
$116K +$121K +2,747 New
JWA
1042
JFS Wealth Advisors
Pennsylvania
$114K -$2.17K -49 -2%
CWM
1043
Cedar Wealth Management
California
$111K +$42K +950 +57%
NYLT
1044
New York Life Trust
New York
$107K -$102K -2,296 -48%
KT
1045
Kanaly Trust
Texas
$106K -$629K -14,225 -85%
SRCM
1046
Swift Run Capital Management
Virginia
$106K +$111K +2,500 New
SWA
1047
Sutton Wealth Advisors
Florida
$105K -$27.9K -631 -20%
RFWA
1048
RPg Family Wealth Advisory
Massachusetts
$104K -$20.8K -470 -16%
BFEC
1049
Benjamin F. Edwards & Company
Missouri
$101K -$17.2K -388 -14%
BWP
1050
Baldwin Wealth Partners
Massachusetts
$100K -$691K -15,623 -87%
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