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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
1051
Independence Bank of Kentucky
Kentucky
$573K -$106K -2,084 -18%
CL
1052
CSS LLC
Illinois
$573K – – –
CWM
1053
CCG Wealth Management
California
$571K +$471K +9,262 New
JIC
1054
Johnson Investment Counsel
Ohio
$565K +$84.3K +1,659 +22%
RVPG
1055
Relative Value Partners Group
$560K -$41.4K -815 -8%
DWM
1056
Dorchester Wealth Management
Quebec, Canada
$558K -$158K -3,100 -26%
BBI
1057
Baxter Bros Inc
Connecticut
$558K -$15.5K -304 -3%
FNT
1058
First National Trust
Pennsylvania
$557K +$459K +9,029 New
FCH
1059
Freestone Capital Holdings
Washington
$556K -$50.8K -999 -10%
WA
1060
Wealth Alliance
New York
$556K +$62K +1,220 +16%
OWA
1061
One Wealth Advisors
California
$554K -$25.4K -499 -5%
MBT
1062
Montecito Bank & Trust
California
$554K +$92.1K +1,811 +25%
IWP
1063
Icon Wealth Partners
Texas
$552K +$62.3K +1,225 +16%
BBHC
1064
Brown Brothers Harriman & Co
New York
$551K +$166K +3,259 +57%
PWAP
1065
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$541K -$37.8K -743 -8%
IA
1066
IFG Advisors
Missouri
$539K +$3.96K +78 +0.9%
NB
1067
Northwest Bancshares
Pennsylvania
$538K -$649K -12,773 -59%
PFS
1068
Prospera Financial Services
Texas
$538K +$109K +2,137 +32%
AIC
1069
Ameritas Investment Company
Nebraska
$538K +$443K +8,724 New
AF
1070
Advisornet Financial
Minnesota
$536K -$20K -394 -4%
WEC
1071
Winslow Evans & Crocker
Massachusetts
$533K +$100K +1,970 +30%
BFA
1072
Beaumont Financial Advisors
Massachusetts
$530K -$44.2K -870 -9%
HI
1073
HBK Investments
Texas
$529K -$2.42M -47,645 -85%
NSIM
1074
North Star Investment Management
Illinois
$529K +$19K +374 +5%
NL
1075
NWAM LLC
Washington
$527K +$434K +8,542 New
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