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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
SSG
1026
Summit Securities Group
New York
$975K +$325K +4,400 +56%
NAM
1027
North American Management
Massachusetts
$968K -$13.5K -183 -1%
BP
1028
Ballentine Partners
Massachusetts
$965K +$11.3K +153 +1%
LSAG
1029
Lake Street Advisors Group
New Hampshire
$965K +$64.1K +867 +8%
LOPW
1030
Live Oak Private Wealth
North Carolina
$963K +$891K +12,057 New
IIA
1031
IPG Investment Advisors
California
$959K -$6.28K -85 -0.7%
PWAP
1032
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$958K -$105K -1,420 -10%
AF
1033
Advisornet Financial
Minnesota
$958K -$49.6K -671 -5%
PCM
1034
Palisade Capital Management
New Jersey
$957K – – –
WIP
1035
Wellesley Investment Partners
Massachusetts
$955K -$3.99K -54 -0.4%
ACI
1036
Alpha Cubed Investments
California
$953K +$28.6K +387 +3%
DCM
1037
Dimension Capital Management
Florida
$952K – – –
BS
1038
Bessemer Securities
New York
$949K – – –
BHB
1039
Bank Hapoalim BM
Israel
$946K +$317K +4,290 +57%
WP
1040
WealthSource Partners
California
$944K -$439K -5,937 -33%
BCM
1041
Boltwood Capital Management
California
$944K +$2.96K +40 +0.3%
AT
1042
Arden Trust
Delaware
$942K -$74K -1,001 -8%
CG
1043
Cutler Group
California
$937K -$2.08M -28,154 -71%
IA
1044
IFP Advisors
Florida
$931K -$116K -1,567 -12%
1WA
1045
180 Wealth Advisors
Washington
$929K -$35K -474 -4%
3C
1046
361 Capital
Colorado
$925K -$36.4K -493 -4%
BFC
1047
Blue Fin Capital
Rhode Island
$925K +$11.5K +156 +1%
DC
1048
Derby & Company
Massachusetts
$918K +$849K +11,493 New
SCM
1049
Sterneck Capital Management
Missouri
$908K -$377K -5,105 -31%
SW
1050
SlateStone Wealth
Florida
$904K +$400K +5,416 +92%
40 41
42
43 44