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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
CK
1051
Cohen Klingenstein
New York
$878K – – –
AFNAS
1052
American Financial Network Advisory Services
California
$876K +$46.4K +628 +6%
IDBONY
1053
Israel Discount Bank of New York
New York
$873K +$5.92K +80 +0.7%
CA
1054
Cetera Advisors
Colorado
$872K +$179K +2,427 +26%
WA
1055
Waverly Advisors
Alabama
$867K +$21.7K +293 +3%
AWM
1056
Altium Wealth Management
New York
$858K +$852K +11,525 New
AIM
1057
Aspen Investment Management
Michigan
$857K +$29.6K +400 +4%
NB
1058
Nicolet Bankshares
Wisconsin
$855K -$92.4K -1,249 -10%
IAS
1059
IMA Advisory Services
Colorado
$851K -$441K -5,960 -34%
LMAM
1060
Legg Mason Asset Management
Japan
$849K -$111K -1,500 -12%
SCA
1061
Snowden Capital Advisors
New York
$846K +$130K +1,762 +18%
GW
1062
GW & Wade
Massachusetts
$839K +$32.6K +441 +4%
FMBTD
1063
First Midwest Bank Trust Division
Illinois
$838K -$12.6K -170 -1%
EWM
1064
Edge Wealth Management
New York
$834K +$373K +5,046 +82%
IH
1065
IFC Holdings
Florida
$832K +$63.3K +856 +8%
MOS
1066
MGO One Seven
Ohio
$831K +$826K +11,172 New
AWA
1067
Arete Wealth Advisors
Illinois
$830K -$70.4K -952 -8%
CF
1068
Centaurus Financial
California
$830K +$825K +11,158 New
WSCM
1069
Wellington Shields Capital Management
New York
$828K +$592K +8,010 +257%
FANJ
1070
Financial Architects (New Jersey)
New Jersey
$827K -$61.2K -828 -7%
PIC
1071
Portland Investment Counsel
Ontario, Canada
$827K +$822K +11,112 New
JIM
1072
Jupiter Investment Management
United Kingdom
$823K +$819K +11,070 New
DC
1073
Derby & Company
Massachusetts
$817K +$812K +10,981 New
FDS
1074
First Dallas Securities
Texas
$816K +$59.6K +806 +8%
BKA
1075
Brick & Kyle Associates
Pennsylvania
$808K -$148 -2 -0%
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