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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1051
Acrospire Investment Management
Illinois
$97K -$186K -4,200 -65%
BIG
1052
Bellwether Investment Group
Tennessee
$96K +$99.8K +2,257 New
PSC
1053
Prentiss Smith & Co
Vermont
$95K -$1.9K -43 -2%
GAM
1054
Gemmer Asset Management
California
$92K +$2.96K +67 +3%
PG
1055
Patten Group
Tennessee
$91.6K -$34.5K -780 -27%
MRCM
1056
M&R Capital Management
New Jersey
$85K +$89.6K +2,027 New
IR
1057
Invictus RG
Bermuda
$81K +$21.4K +484 +34%
TWA
1058
TCI Wealth Advisors
Arizona
$78K -$8.84K -200 -10%
JCM
1059
Jacobi Capital Management
Pennsylvania
$78K +$83.8K +1,895 New
IWMPD
1060
Integrated Wealth Management (Palm Desert)
California
$77K -$29.1K -659 -27%
CHC
1061
City Holding Co
West Virginia
$77K +$7.61K +172 +10%
CCS
1062
Crosspoint Capital Strategies
California
$74K -$354 -8 -0.5%
SGAM
1063
Smith Group Asset Management
Texas
$73K +$4.86K +110 +7%
PMFA
1064
Plante Moran Financial Advisors
Michigan
$73K +$26.2K +592 +52%
BBPWM
1065
Blue Bell Private Wealth Management
Pennsylvania
$72K -$126K -2,860 -63%
EFSCE
1066
Enterprise Financial Services Corp (EFSC)
Missouri
$72K – – –
HI
1067
Hudock Inc
Pennsylvania
$69K +$26.3K +595 +57%
WA
1068
WealthTrust-Arizona
Arizona
$64K -$32.9K -743 -33%
CFG
1069
CKW Financial Group
Hawaii
$64K – – –
PFBT
1070
Parkside Financial Bank & Trust
Missouri
$64K +$1.59K +36 +2%
VNA
1071
Valley National Advisers
Pennsylvania
$61K -$29K -656 -31%
ZB
1072
Zions Bancorporation
Utah
$60K -$46.8K -1,058 -43%
PCC
1073
Park Circle Company
Maryland
$60K – – –
RFA
1074
Reilly Financial Advisors
California
$60K +$62.4K +1,410 New
VIA
1075
Vantage Investment Advisors
Pennsylvania
$58K +$7.74K +175 +14%
41 42
43
44 45