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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
VC
1051
Vicus Capital
Pennsylvania
$810K -$38K -506 -4%
MIM
1052
Miller Investment Management
Pennsylvania
$810K – – –
AWA
1053
Arete Wealth Advisors
Illinois
$804K +$57K +759 +7%
CK
1054
Cohen Klingenstein
New York
$797K – – –
CP
1055
Camelot Portfolios
Ohio
$796K +$72.5K +964 +9%
DC
1056
Derby & Company
Massachusetts
$791K +$54.9K +731 +7%
EWM
1057
Edge Wealth Management
New York
$784K +$34K +453 +4%
IBOK
1058
Independence Bank of Kentucky
Kentucky
$783K +$310K +4,130 +55%
MYIA
1059
Mount Yale Investment Advisors
Colorado
$781K +$869K +11,565 New
IDBONY
1060
Israel Discount Bank of New York
New York
$780K -$12.6K -168 -1%
CF
1061
Centaurus Financial
California
$777K +$27K +359 +3%
FANJ
1062
Financial Architects (New Jersey)
New Jersey
$777K +$30.5K +406 +4%
NB
1063
Nicolet Bankshares
Wisconsin
$776K – – –
TU
1064
TDAM USA
Ontario, Canada
$767K -$40.7K -541 -5%
FDS
1065
First Dallas Securities
Texas
$764K +$26.4K +351 +3%
SWP
1066
Strategic Wealth Partners
Ohio
$762K +$795K +10,576 +1,471%
FCM
1067
Force Capital Management
New York
$753K -$1.22M -16,206 -59%
CA
1068
Cetera Advisors
Colorado
$751K -$52.8K -703 -6%
WSCM
1069
Wellington Shields Capital Management
New York
$751K – – –
LMAM
1070
Legg Mason Asset Management
Japan
$750K -$22.6K -300 -3%
PIC
1071
Portland Investment Counsel
Ontario, Canada
$750K – – –
CS
1072
Comerica Securities
Michigan
$750K +$59.4K +790 +8%
OIA
1073
Optimum Investment Advisors
Illinois
$745K -$130K -1,725 -14%
ACM
1074
Advent Capital Management
New York
$743K +$827K +11,000 New
BKA
1075
Brick & Kyle Associates
Pennsylvania
$734K +$376 +5 +0%