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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
1076
Next Financial Group
Texas
$746K -$250K -3,540 -25%
DBIA
1077
Dumont & Blake Investment Advisors
New Jersey
$744K +$26.9K +380 +4%
LA
1078
Lau Associates
Delaware
$739K +$728K +10,298 New
EWM
1079
Endurance Wealth Management
Rhode Island
$735K -$71 -1 -0%
KWA
1080
KCS Wealth Advisory
California
$734K -$7.14K -101 -1%
FNBOO
1081
First National Bank of Omaha
Nebraska
$732K -$26.6K -376 -4%
PIC
1082
Portland Investment Counsel
Ontario, Canada
$725K -$70.7K -1,000 -9%
LMAM
1083
Legg Mason Asset Management
Japan
$725K -$42.4K -600 -6%
CH
1084
Canton Hathaway
Rhode Island
$725K +$714K +10,100 New
ACA
1085
Ackerman Capital Advisors
Texas
$717K +$707K +10,000 New
TU
1086
TDAM USA
Ontario, Canada
$715K -$22.5K -318 -3%
CL
1087
CPWM LLC
Washington
$714K +$703K +9,947 New
PCG
1088
Private Capital Group
Connecticut
$700K +$115K +1,625 +20%
LOAMS
1089
Lombard Odier Asset Management (Switzerland)
Switzerland
$698K – – –
LSAG
1090
Lake Street Advisors Group
New Hampshire
$697K -$297K -4,197 -30%
WOC
1091
West Oak Capital
California
$695K +$39.6K +560 +6%
SGA
1092
Strategic Global Advisors
California
$692K – – –
CHJWM
1093
Carlton Hofferkamp & Jenks Wealth Management
Texas
$691K +$10.6K +150 +2%
FMLI
1094
Fukoku Mutual Life Insurance
Japan
$687K -$70.7K -1,000 -9%
FMWA
1095
Forvis Mazars Wealth Advisors
Missouri
$683K -$1.06K -15 -0.2%
DSC
1096
Duncker Streett & Co
Missouri
$682K +$28.5K +403 +4%
KFA
1097
Kelleher Financial Advisors
New York
$681K -$17.7K -250 -3%
EWA
1098
Exencial Wealth Advisors
Oklahoma
$681K -$2.47K -35 -0.4%
HSA
1099
HBK Sorce Advisory
Pennsylvania
$678K -$42.8K -605 -6%
G
1100
GenTrust
Florida
$672K +$662K +9,370 New
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