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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
1076
Farmers & Merchants Investments Inc
Nebraska
$52K +$249 +5 +0.5%
HI
1077
Hudock Inc
Pennsylvania
$50K -$6.63K -133 -11%
VNB
1078
Valley National Bancorp
New York
$50K -$4.93K -99 -9%
CAL
1079
Capital Analysts LLC
Pennsylvania
$49K – – –
LFR
1080
Lehman Financial Resources
Pennsylvania
$49K +$498 +10 +1%
VIA
1081
Vantage Investment Advisors
Pennsylvania
$48K -$65.2K -1,310 -57%
TIM
1082
Tortoise Investment Management
New York
$48K – – –
SFU
1083
Stonehage Fleming (UK)
United Kingdom
$47K -$99.6K -2,000 -10%
OSNBOA
1084
Old Second National Bank of Aurora
Illinois
$45K -$5.48K -110 -10%
TFMS
1085
Trust & Fiduciary Management Services
Massachusetts
$42K +$6.42K +129 +17%
PWAG
1086
Polaris Wealth Advisory Group
California
$40K +$41.8K +839 New
MUMSS
1087
Mitsubishi UFJ Morgan Stanley Securities
Japan
$38K – – –
MMG
1088
Monetary Management Group
Missouri
$38K +$39.8K +800 New
FAM
1089
Formidable Asset Management
Ohio
$37K -$1.49K -30 -4%
BAM
1090
Barrett Asset Management
New York
$35K -$249K -5,000 -87%
MFBTD
1091
MB Financial Bank - Trust Department
Illinois
$34K +$24.9K +500 +227%
NC
1092
NewSquare Capital
Pennsylvania
$34K +$35.4K +710 New
DIA
1093
Davidson Investment Advisors
Montana
$33K +$35.1K +705 New
MIP
1094
Mondrian Investment Partners
United Kingdom
$29K – – –
SA
1095
SRH Advisors
Kansas
$29K – – –
MPWT
1096
MassMutual Private Wealth & Trust
Connecticut
$27.7K +$14.5K +291 +100%
WA
1097
Waverly Advisors
Alabama
$27K -$16.3K -328 -37%
AC
1098
Alexandria Capital
Virginia
$26K – – –
DOA
1099
D'Orazio & Associates
Virginia
$25K – – –
BC
1100
Bartlett & Co
Ohio
$24K – – –
42 43
44
45 46