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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1026
Parallel Advisors
California
$638K -$208K -3,290 -21%
ECM
1027
Exchange Capital Management
Michigan
$626K -$121K -1,909 -14%
FI
1028
Fosun International
China
$621K -$33.9K -535 -4%
VFA
1029
Voya Financial Advisors
Connecticut
$621K +$76.7K +1,211 +11%
HBWM
1030
Hollow Brook Wealth Management
New York
$616K -$4.56M -71,967 -86%
CK
1031
Cohen Klingenstein
New York
$614K – – –
VIA
1032
Vident Investment Advisory
Georgia
$614K +$746K +11,778 New
BA
1033
Bristol Advisors
Pennsylvania
$614K +$747K +11,800 New
IDBONY
1034
Israel Discount Bank of New York
New York
$610K -$8.23K -130 -1%
PWMAG
1035
Pinnacle Wealth Management Advisory Group
New Jersey
$609K -$305K -4,810 -29%
AFC
1036
AFT Forsyth & Company
Florida
$609K -$133K -2,098 -15%
BRWM
1037
B. Riley Wealth Management
Tennessee
$608K -$78.5K -1,239 -10%
SIM
1038
SSI Investment Management
California
$608K -$2.91K -46 -0.4%
WIP
1039
Wellesley Investment Partners
Massachusetts
$604K +$735K +11,614 New
KP
1040
Keel Point
Alabama
$603K -$72.6K -1,146 -9%
BAAM
1041
Baker Avenue Asset Management
California
$601K -$280K -4,426 -28%
PPSG
1042
Princeton Portfolio Strategies Group
New Jersey
$601K -$113K -1,784 -13%
JHCP
1043
Jackson Hole Capital Partners
Oklahoma
$595K +$724K +11,433 New
TU
1044
TDAM USA
Ontario, Canada
$593K +$62.4K +986 +9%
CCP
1045
Corient Capital Partners
California
$589K +$234K +3,692 +48%
S
1046
SignatureFD
Georgia
$585K -$159K -2,504 -18%
PP
1047
Palladium Partners
Virginia
$580K -$231K -3,650 -25%
SS
1048
Simplicity Solutions
Minnesota
$580K +$705K +11,133 New
FVCM
1049
F&V Capital Management
Florida
$578K – – –
IIM
1050
Intact Investment Management
Quebec, Canada
$578K +$120K +1,900 +21%
40 41
42
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