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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
HCMT
1076
Highland Capital Management (Texas)
Texas
$277K -$117K -2,200 -29%
KFA
1077
Kelleher Financial Advisors
New York
$276K – – –
FM
1078
Foster & Motley
Ohio
$274K -$19.7K -371 -7%
KTC
1079
Kistler-Tiffany Companies
Pennsylvania
$273K +$97.6K +1,840 +55%
CFA
1080
Carroll Financial Associates
North Carolina
$268K +$35.2K +663 +15%
MWP
1081
MYCIO Wealth Partners
Pennsylvania
$267K -$15.3K -289 -5%
CGL
1082
Clarius Group LLC
Washington
$267K +$274K +5,168 New
NIM
1083
Northeast Investment Management
Massachusetts
$265K -$31.8K -599 -10%
HHGA
1084
Halbert Hargrove Global Advisors
California
$262K -$24.5K -462 -8%
RMAM
1085
Raab & Moskowitz Asset Management
New Jersey
$262K +$6.37K +120 +2%
BFS
1086
Bradley Foster & Sargent
Connecticut
$261K +$44.5K +839 +20%
B
1087
BancorpSouth
Mississippi
$260K -$9.45K -178 -3%
KIA
1088
KCM Investment Advisors
California
$258K -$41.3K -779 -14%
AIA
1089
Affinity Investment Advisors
California
$258K – – –
RBC
1090
Ronald Blue & Co
Georgia
$250K -$197K -3,721 -44%
TFO
1091
Tarbox Family Office
California
$248K +$1.91K +36 +0.8%
LDB
1092
Lee, Danner & Bass
Tennessee
$245K -$33.3K -628 -12%
CWA
1093
Cypress Wealth Advisors
California
$242K +$9.66K +182 +4%
PAM
1094
PT Asset Management
Illinois
$239K +$244K +4,600 New
TF
1095
Tompkins Financial
New York
$238K +$119K +2,234 +94%
NL
1096
NWAM LLC
Washington
$238K +$244K +4,601 New
TAM
1097
Trillium Asset Management
Massachusetts
$236K -$162K -3,057 -40%
FHA
1098
First Horizon Advisors
Tennessee
$235K -$805K -15,178 -77%
S
1099
SignatureFD
Georgia
$232K +$29.2K +551 +14%
DFIM
1100
Detwiler Fenton Investment Management
Massachusetts
$232K +$238K +4,484 New
42 43
44
45 46