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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1026
Palisade Capital Management
New Jersey
$887K – – –
SWP
1027
Strategic Wealth Partners
Ohio
$885K +$99.3K +1,405 +13%
JSL
1028
JT Stratford LLC
Georgia
$884K -$34.3K -485 -4%
DLG
1029
Daniel L. Goodwin
$882K – – –
LW
1030
Linscomb Wealth
Texas
$882K +$87.5K +1,237 +11%
ADL
1031
Asset Dedication LLC
California
$874K -$159K -2,255 -16%
HC
1032
Henshaw Capital
Massachusetts
$865K -$84.8K -1,200 -9%
AA
1033
ALPS Advisors
Colorado
$858K +$846K +11,962 New
MG
1034
Markel Group
Virginia
$852K +$336K +4,750 +67%
IDBONY
1035
Israel Discount Bank of New York
New York
$851K +$13.8K +195 +2%
GC
1036
Grace Capital
Massachusetts
$849K -$933K -13,190 -53%
CK
1037
Cohen Klingenstein
New York
$847K – – –
DWT
1038
Dorsey & Whitney Trust
South Dakota
$846K +$231K +3,265 +38%
MCM
1039
Manchester Capital Management
Vermont
$845K – – –
BWAM
1040
Boyd Watterson Asset Management
Ohio
$841K -$31.5K -445 -4%
SIM
1041
SSI Investment Management
California
$840K -$3.75K -53 -0.5%
AW
1042
ACG Wealth
Georgia
$837K -$89.2K -1,262 -10%
SFP
1043
Shepherd Financial Partners
Massachusetts
$835K – – –
CEP
1044
Chicago Equity Partners
Illinois
$829K -$39.6K -560 -5%
VC
1045
Vicus Capital
Pennsylvania
$825K -$23K -325 -3%
PAS
1046
Partnervest Advisory Services
California
$819K +$12.5K +177 +2%
GFPC
1047
Global Financial Private Capital
Florida
$816K +$14.2K +201 +2%
AFP
1048
Ausdal Financial Partners
Iowa
$811K -$38.2K -541 -5%
NDSI
1049
Newman Dignan & Sheerar Inc
Rhode Island
$810K +$153K +2,167 +24%
FANJ
1050
Financial Architects (New Jersey)
New Jersey
$809K -$475K -6,721 -37%
40 41
42
43 44