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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
1076
Optimum Investment Advisors
Illinois
$651K -$90.7K -1,317 -12%
LOAMS
1077
Lombard Odier Asset Management (Switzerland)
Switzerland
$651K – – –
SGA
1078
Strategic Global Advisors
California
$651K – – –
ACM
1079
Aviance Capital Management
Florida
$640K +$653K +9,485 +11,856%
FMWA
1080
Forvis Mazars Wealth Advisors
Missouri
$638K -$252K -3,654 -28%
EWA
1081
Exencial Wealth Advisors
Oklahoma
$637K +$29.2K +424 +5%
FVCM
1082
F&V Capital Management
Florida
$636K – – –
CHJWM
1083
Carlton Hofferkamp & Jenks Wealth Management
Texas
$629K -$13.8K -200 -2%
BG
1084
Bahl & Gaynor
Ohio
$622K +$19.4K +282 +3%
IIM
1085
Intact Investment Management
Quebec, Canada
$616K – – –
MCA
1086
Mercer Capital Advisers
New Jersey
$615K – – –
WOC
1087
West Oak Capital
California
$611K – – –
DSC
1088
Duncker Streett & Co
Missouri
$609K +$69 +1 +0%
WSC
1089
Wellington Shields & Co
New York
$606K -$3.44K -50 -0.5%
IWA
1090
Intercontinental Wealth Advisors
Texas
$604K +$237K +3,436 +61%
NDSI
1091
Newman Dignan & Sheerar Inc
Rhode Island
$603K +$56.1K +815 +10%
OIM
1092
Orca Investment Management
Oregon
$598K -$16.9K -246 -3%
GCM
1093
Gladius Capital Management
Illinois
$597K +$614K +8,919 New
MLIC
1094
Mandatum Life Insurance Company
Finland
$596K – – –
AAM
1095
American Asset Management
Florida
$593K +$610K +8,854 New
FAIM
1096
Financial Advocates Investment Management
Washington
$592K -$60.4K -877 -9%
WCM
1097
Whitener Capital Management
North Carolina
$588K +$390K +5,670 +181%
CAM
1098
ClariVest Asset Management
California
$583K -$33.5K -486 -5%
TAM
1099
Trust Asset Management
Texas
$582K +$8.95K +130 +2%
FNT
1100
First National Trust
Pennsylvania
$579K +$39.7K +577 +7%
42 43
44
45 46