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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1051
Reilly Financial Advisors
California
$62K – – –
DAM
1052
Delta Asset Management
Tennessee
$61K +$2.57K +54 +4%
JFGIW
1053
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$59K +$3.28K +69 +6%
BWFA
1054
Baltimore-Washington Financial Advisors
Maryland
$58K +$2.23K +47 +4%
SSB
1055
Sandy Spring Bank
Maryland
$56K – – –
LNB
1056
Ledyard National Bank
$54K – – –
TIM
1057
Tortoise Investment Management
New York
$53K +$4.85K +102 +10%
FMII
1058
Farmers & Merchants Investments Inc
Nebraska
$51K -$238 -5 -0.5%
HI
1059
Hudock Inc
Pennsylvania
$50K – – –
RCWMU
1060
Rothschild & Co Wealth Management (UK)
United Kingdom
$50K +$50.4K +1,060 New
CAL
1061
Capital Analysts LLC
Pennsylvania
$48.5K – – –
VIA
1062
Vantage Investment Advisors
Pennsylvania
$47K – – –
MMG
1063
Monetary Management Group
Missouri
$45K +$7.13K +150 +19%
VNB
1064
Valley National Bancorp
New York
$44K -$5.99K -126 -12%
OSNBOA
1065
Old Second National Bank of Aurora
Illinois
$44K – – –
FAM
1066
Formidable Asset Management
Ohio
$44K +$7.13K +150 +19%
MFBTD
1067
MB Financial Bank - Trust Department
Illinois
$38K +$3.9K +82 +11%
SCG
1068
Strategic Capital Group
Washington
$37K -$160K -3,368 -81%
NCM
1069
Nelson Capital Management
California
$37K +$24.7K +520 +200%
LWA
1070
Lenox Wealth Advisors
New York
$36K -$144K -3,023 -80%
CGT
1071
Capital Guardian Trust
California
$36K +$28K +589 +346%
TCOV
1072
Trust Company of Vermont
Vermont
$33K -$57.3K -1,205 -63%
DIA
1073
Davidson Investment Advisors
Montana
$33K – – –
NC
1074
NewSquare Capital
Pennsylvania
$33K – – –
IRS
1075
Invictus RG (Singapore)
Singapore
$29K -$76.6K -1,611 -72%
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