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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1051
Carroll Financial Associates
North Carolina
$200K -$15.8K -377 -7%
TFO
1052
Tarbox Family Office
California
$198K -$2.05K -49 -1%
TF
1053
Tompkins Financial
New York
$192K +$209 +5 +0.1%
BBPWM
1054
Blue Bell Private Wealth Management
Pennsylvania
$190K +$87.8K +2,100 +86%
HCC
1055
Hirtle Callaghan & Co
Pennsylvania
$186K +$134K +3,205 +251%
QAM
1056
QCI Asset Management
New York
$179K +$20.9K +500 +13%
HAG
1057
HighPoint Advisor Group
Illinois
$176K +$156K +3,736 New
CGT
1058
Capital Guardian Trust
California
$175K +$836 +20 +0.5%
SFFS
1059
Stonehage Fleming Financial Services
Jersey
$170K +$86.1K +2,060 New
PWM
1060
Perigon Wealth Management
California
$168K – – –
TCOV
1061
Trust Company of Vermont
Vermont
$164K -$836 -20 -0.5%
NSIM
1062
North Star Investment Management
Illinois
$164K +$93.9K +2,248 +134%
IIM
1063
Ipswich Investment Management
Massachusetts
$164K +$156K +3,734 New
FANJ
1064
Financial Architects (New Jersey)
New Jersey
$158K -$24.5K -586 -13%
KTC
1065
Kistler-Tiffany Companies
Pennsylvania
$152K -$64.1K -1,535 -30%
SC
1066
SRB Corp
Massachusetts
$147K +$35K +838 +31%
S
1067
SignatureFD
Georgia
$141K -$46.6K -1,115 -25%
WEC
1068
Winslow Evans & Crocker
Massachusetts
$140K +$12.7K +303 +10%
HPBT
1069
High Point Bank & Trust
North Carolina
$136K – – –
HFM
1070
Hartford Financial Management
Connecticut
$134K +$460 +11 +0.3%
SWA
1071
Sutton Wealth Advisors
Florida
$130K +$130K +3,106 New
FMA
1072
FNY Managed Accounts
New York
$127K +$127K +3,050 New
MCM
1073
Manchester Capital Management
Vermont
$124K – – –
PG
1074
Patten Group
Tennessee
$123K +$19.7K +471 +19%
RFWA
1075
RPg Family Wealth Advisory
Massachusetts
$122K +$59.6K +1,426 +95%
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