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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
STA
1026
Summit Trail Advisors
New York
$434K -$200K -4,044 -28%
CA
1027
Cumberland Advisors
Florida
$434K -$49 -1 -0%
QCG
1028
Quadrant Capital Group
Ohio
$434K +$55K +1,113 +12%
ZB
1029
Zions Bancorporation
Utah
$434K +$163K +3,304 +46%
DWT
1030
Dorsey & Whitney Trust
South Dakota
$433K -$72.5K -1,467 -12%
FSA
1031
Fort Sheridan Advisors
Illinois
$432K – – –
AF
1032
Allworth Financial
California
$429K +$64.4K +1,304 +15%
CG
1033
Caprock Group
Idaho
$427K +$243K +4,921 +92%
CA
1034
Cullinan Associates
Kentucky
$426K -$183K -3,696 -27%
ADL
1035
Asset Dedication LLC
California
$425K +$501K +10,134 New
BAM
1036
Beaumont Asset Management
Texas
$424K -$14K -283 -3%
SWMP
1037
Signature Wealth Management Partners
New Jersey
$424K +$3.11K +63 +0.6%
BLC
1038
Brown, Lisle/Cummings
Rhode Island
$424K -$66.7K -1,350 -12%
OCM
1039
Orion Capital Management
California
$419K -$19.8K -400 -4%
PCS
1040
Personal CFO Solutions
New Jersey
$418K +$20.8K +420 +4%
RPCONE
1041
Retirement Planning Company of New England
Rhode Island
$418K +$47.2K +955 +11%
PCM
1042
Perritt Capital Management
Illinois
$418K +$51.9K +1,050 +12%
SAM
1043
Steinberg Asset Management
New York
$417K -$494K -9,992 -50%
HA
1044
Herold Advisors
New York
$417K +$17.5K +355 +4%
SM
1045
Southport Management
Wyoming
$417K +$494K +10,000 New
9WM
1046
9258 Wealth Management
Ohio
$416K +$13.1K +266 +3%
FCCM
1047
First City Capital Management
Georgia
$414K +$111K +2,245 +29%
ICG
1048
InterOcean Capital Group
Tennessee
$411K +$24.7K +500 +5%
AC
1049
AlphaCore Capital
California
$408K +$107K +2,164 +28%
AFAS
1050
Acorn Financial Advisory Services
Virginia
$406K -$21.9K -444 -4%
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