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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1026
Beaumont Asset Management
Texas
$481K +$524K +10,471 New
CA
1027
Cumberland Advisors
Florida
$479K -$269K -5,369 -34%
FSA
1028
Fort Sheridan Advisors
Illinois
$477K +$25.8K +516 +5%
SIG
1029
Sargent Investment Group
Maryland
$476K -$96.3K -1,925 -16%
DWM
1030
Dorchester Wealth Management
Quebec, Canada
$476K +$113K +2,265 +28%
CIC
1031
Carnegie Investment Counsel
Ohio
$472K -$33.8K -676 -6%
AFAS
1032
Acorn Financial Advisory Services
Virginia
$468K -$19.4K -387 -4%
NL
1033
NWAM LLC
Washington
$468K +$14.2K +283 +3%
IAMOG
1034
Investors Asset Management of Georgia
Georgia
$467K -$5K -100 -1%
MGIA
1035
Moneta Group Investment Advisors
Missouri
$466K -$41.1K -822 -8%
TFCP
1036
Twin Focus Capital Partners
Massachusetts
$465K +$10.6K +212 +2%
SWMP
1037
Signature Wealth Management Partners
New Jersey
$465K +$52.9K +1,057 +12%
AP
1038
Americana Partners
Texas
$461K +$135K +2,698 +33%
IA
1039
Investor AB
Sweden
$460K -$750K -15,000 -60%
CAN
1040
Claraphi Advisory Network
United States
$460K -$13.7K -273 -3%
AFC
1041
AFT Forsyth & Company
Florida
$457K – – –
RHAM
1042
Round Hill Asset Management
California
$452K – – –
VCP
1043
Verus Capital Partners
Arizona
$451K -$404K -8,086 -85%
ACA
1044
Anchor Capital Advisors
Massachusetts
$450K -$263K -5,252 -35%
CFG
1045
Cooper Financial Group
California
$449K +$38K +759 +8%
WSFS
1046
Wilmington Savings Fund Society
Delaware
$448K -$12.3K -245 -2%
IIM
1047
Ironwood Investment Management
Massachusetts
$448K +$50K +1,000 +11%
MS
1048
Maven Securities
Jersey
$448K +$488K +9,748 New
EWM
1049
Evercore Wealth Management
New York
$447K -$36.2K -724 -7%
9WM
1050
9258 Wealth Management
Ohio
$447K -$2.3K -46 -0.5%
40 41
42
43 44