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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
HTHT
1051
Hemenway Trust Hemenway Trust
New Hampshire
$77K +$4.28K +90 +6%
PMFA
1052
Plante Moran Financial Advisors
Michigan
$75K +$56.5K +1,188 +296%
MSFP
1053
Mark Sheptoff Financial Planning
Connecticut
$73K – – –
FFC
1054
First Financial Corp
Indiana
$70K -$42.4K -892 -38%
KT
1055
Kanaly Trust
Texas
$66K +$11.8K +248 +21%
RFA
1056
Reilly Financial Advisors
California
$62K – – –
DAM
1057
Delta Asset Management
Tennessee
$61K +$2.57K +54 +4%
JFGIW
1058
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$59K +$3.28K +69 +6%
BWFA
1059
Baltimore-Washington Financial Advisors
Maryland
$58K +$2.23K +47 +4%
SSB
1060
Sandy Spring Bank
Maryland
$56K – – –
LNB
1061
Ledyard National Bank
$54K – – –
TIM
1062
Tortoise Investment Management
New York
$53K +$4.85K +102 +10%
FMII
1063
Farmers & Merchants Investments Inc
Nebraska
$51K -$238 -5 -0.5%
HI
1064
Hudock Inc
Pennsylvania
$50K – – –
RCWMU
1065
Rothschild & Co Wealth Management (UK)
United Kingdom
$50K +$50.4K +1,060 New
CAL
1066
Capital Analysts LLC
Pennsylvania
$48.5K – – –
VIA
1067
Vantage Investment Advisors
Pennsylvania
$47K – – –
MMG
1068
Monetary Management Group
Missouri
$45K +$7.13K +150 +19%
VNB
1069
Valley National Bancorp
New York
$44K -$5.99K -126 -12%
OSNBOA
1070
Old Second National Bank of Aurora
Illinois
$44K – – –
FAM
1071
Formidable Asset Management
Ohio
$44K +$7.13K +150 +19%
MFBTD
1072
MB Financial Bank - Trust Department
Illinois
$38K +$3.9K +82 +11%
SCG
1073
Strategic Capital Group
Washington
$37K -$160K -3,368 -81%
NCM
1074
Nelson Capital Management
California
$37K +$24.7K +520 +200%
LWA
1075
Lenox Wealth Advisors
New York
$36K -$144K -3,023 -80%
41 42
43
44 45