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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
1051
HBK Sorce Advisory
Pennsylvania
$554K +$75.7K +1,196 +13%
GIA
1052
Gargoyle Investment Advisor
New Jersey
$554K +$673K +10,636 New
TW
1053
TrinityPoint Wealth
Connecticut
$553K +$673K +10,621 New
VC
1054
Vicus Capital
Pennsylvania
$549K -$60.3K -953 -8%
KWA
1055
KCS Wealth Advisory
California
$545K +$14.4K +228 +2%
TAM
1056
Tocqueville Asset Management
New York
$541K -$3.93M -62,057 -86%
BDF
1057
Balasa Dinverno & Foltz
$541K -$341K -5,385 -34%
FM
1058
Foster & Motley
Ohio
$541K -$207K -3,264 -24%
JIC
1059
Joel Isaacson & Co
New York
$540K +$101K +1,589 +20%
TG
1060
TLP Group
Illinois
$538K +$245K +3,871 +68%
AW
1061
ACG Wealth
Georgia
$536K -$90.4K -1,427 -12%
AF
1062
Advisornet Financial
Minnesota
$534K +$209K +3,301 +48%
GIP
1063
Granite Investment Partners
California
$533K +$123K +1,935 +23%
FMLI
1064
Fukoku Mutual Life Insurance
Japan
$530K +$38K +600 +6%
FNBOO
1065
First National Bank of Omaha
Nebraska
$528K -$4.12K -65 -0.6%
DAS
1066
Dynamic Advisor Solutions
Arizona
$527K -$179K -2,831 -26%
EWM
1067
Endurance Wealth Management
Rhode Island
$526K -$9.5K -150 -1%
CH
1068
Canton Hathaway
Rhode Island
$526K – – –
GW
1069
GW & Wade
Massachusetts
$519K -$339K -5,355 -35%
EWA
1070
Exencial Wealth Advisors
Oklahoma
$518K +$29.9K +472 +5%
NRS
1071
Neville Rodie & Shaw
New York
$517K -$56.4K -890 -8%
FDS
1072
First Dallas Securities
Texas
$516K -$53.7K -848 -8%
MA
1073
Montag & Associates
Georgia
$513K -$371K -5,860 -37%
CHJWM
1074
Carlton Hofferkamp & Jenks Wealth Management
Texas
$513K +$14.6K +230 +2%
WCM
1075
Whitener Capital Management
North Carolina
$510K +$54.5K +860 +10%
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