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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1076
Capital Bank & Trust
California
$630K – – –
AF
1077
Affiance Financial
Minnesota
$629K – – –
BA
1078
Broadview Advisors
Wisconsin
$629K +$591K +8,650 New
WEC
1079
Winslow Evans & Crocker
Massachusetts
$628K +$304K +4,451 +106%
BCP
1080
Berkeley Capital Partners
Georgia
$624K +$9.63K +141 +2%
SFSIG
1081
San Francisco Sentry Investment Group
California
$624K +$15.8K +231 +3%
TAM
1082
Trust Asset Management
Texas
$623K – – –
TSS
1083
Two Sigma Securities
New York
$622K -$2.33M -34,162 -80%
KCM
1084
Kornitzer Capital Management
Kansas
$622K +$95.6K +1,400 +20%
FPFS
1085
First Personal Financial Services
North Carolina
$610K – – –
NL
1086
NWAM LLC
Washington
$609K +$23.4K +343 +4%
DWT
1087
Dorsey & Whitney Trust
South Dakota
$606K -$23.8K -348 -4%
NDSI
1088
Newman Dignan & Sheerar Inc
Rhode Island
$605K +$36.7K +538 +7%
S
1089
SignatureFD
Georgia
$604K -$31.9K -467 -5%
QFA
1090
Quattro Financial Advisors
Texas
$603K – – –
PFS
1091
Prospera Financial Services
Texas
$595K – – –
I
1092
IberiaBank
Louisiana
$593K +$314K +4,596 +128%
LW
1093
Linscomb Wealth
Texas
$592K +$110K +1,616 +25%
GIP
1094
Granite Investment Partners
California
$591K – – –
HJMC
1095
Hellman Jordan Management Company
Massachusetts
$588K -$452K -6,620 -45%
EWM
1096
Evercore Wealth Management
New York
$584K +$3.55K +52 +0.7%
BWP
1097
BSW Wealth Partners
Colorado
$583K +$15.8K +231 +3%
GCIA
1098
Gabelli & Co Investment Advisers
New York
$582K – – –
NSEDCP
1099
NJ State Employees Deferred Compensation Plan
New Jersey
$582K – – –
RVPG
1100
Relative Value Partners Group
$582K – – –
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