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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
1051
Buckingham Strategic Wealth
Missouri
$214K +$8.5K +167 +4%
TIA
1052
Tiemann Investment Advisors
California
$214K +$211K +4,150 New
11A
1053
10-15 Associates
New York
$213K
BBI
1054
Baxter Bros Inc
Connecticut
$212K -$5.09K -100 -2%
CCM
1055
Check Capital Management
California
$211K -$10.2K -200 -5%
SSWM
1056
Smith Salley Wealth Management
North Carolina
$211K -$10.2K -200 -5%
LDB
1057
Lee, Danner & Bass
Tennessee
$209K -$1.94K -38 -0.9%
KFA
1058
Kelleher Financial Advisors
New York
$208K
PWM
1059
Perigon Wealth Management
California
$208K
KFC
1060
Klingenstein Fields & Co
New York
$206K
CGT
1061
Capital Guardian Trust
California
$206K +$164K +3,220 +418%
NL
1062
NWAM LLC
Washington
$204K +$202K +3,958 New
HCA
1063
Harbour Capital Advisors
Virginia
$203K
AWA
1064
AmeriServ Wealth Advisors
Pennsylvania
$202K +$199K +3,917 New
IC
1065
Intersect Capital
California
$194K -$7.13K -140 -4%
EWM
1066
Evercore Wealth Management
New York
$191K +$79.9K +1,569 +73%
OIA
1067
Optimum Investment Advisors
Illinois
$185K -$1.78K -35 -1%
JFGIW
1068
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$183K +$60K +1,178 +50%
JWA
1069
JFS Wealth Advisors
Pennsylvania
$182K -$14.6K -286 -7%
QAM
1070
QCI Asset Management
New York
$173K -$14.1K -276 -8%
MCM
1071
Manchester Capital Management
Vermont
$171K -$181K -3,547 -52%
CCM
1072
Cutler Capital Management
Massachusetts
$163K
HPBT
1073
High Point Bank & Trust
North Carolina
$157K
WEC
1074
Winslow Evans & Crocker
Massachusetts
$150K -$8.86K -174 -6%
AA
1075
Apriem Advisors
California
$147K