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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
ABC
1026
Associated Banc-Corp
Wisconsin
$575K -$68.3K -1,439 -11%
AFC
1027
AFT Forsyth & Company
Florida
$574K -$94.7K -1,996 -15%
IRC
1028
Investors Research Corp
Georgia
$574K – – –
IC
1029
Intersect Capital
California
$573K -$17.1K -361 -3%
JWCA
1030
J.W. Cole Advisors
Florida
$571K +$530K +11,178 New
IDBONY
1031
Israel Discount Bank of New York
New York
$570K -$126K -2,664 -19%
LB
1032
Legacy Bridge
Iowa
$569K +$7.35K +155 +1%
FCH
1033
Freestone Capital Holdings
Washington
$565K -$6.04M -127,390 -92%
IFG
1034
Independent Financial Group
California
$563K +$79K +1,666 +18%
MTIM
1035
Marathon Trading Investment Management
Pennsylvania
$562K -$453K -9,549 -46%
QI
1036
Qtron Investments
Massachusetts
$562K -$1.71K -36 -0.3%
LOAMS
1037
Lombard Odier Asset Management (Switzerland)
Switzerland
$561K -$185K -3,891 -26%
PPSG
1038
Princeton Portfolio Strategies Group
New Jersey
$560K -$33.4K -704 -6%
TAM
1039
Trust Asset Management
Texas
$560K +$241K +5,078 +86%
S
1040
SignatureFD
Georgia
$556K -$163K -3,427 -24%
CAN
1041
Claraphi Advisory Network
United States
$556K +$949 +20 +0.2%
CTC
1042
Central Trust Company
Missouri
$553K -$1.06M -22,399 -67%
ARMT
1043
Amica Retiree Medical Trust
Rhode Island
$553K – – –
9WM
1044
9258 Wealth Management
Ohio
$551K -$4.37K -92 -0.8%
IA
1045
IFP Advisors
Florida
$551K +$57.4K +1,209 +12%
SCM
1046
Sterneck Capital Management
Missouri
$537K +$47 +1 +0%
VCM
1047
Virtue Capital Management
Tennessee
$537K +$499K +10,507 New
QCG
1048
Quadrant Capital Group
Ohio
$533K -$669K -14,099 -57%
IC
1049
Inscription Capital
Texas
$531K +$2.37K +50 +0.5%
TMAM
1050
Tokio Marine Asset Management
Japan
$531K +$45.8K +966 +10%
40 41
42
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