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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
DOA
1101
D'Orazio & Associates
Virginia
$25K – – –
BC
1102
Bartlett & Co
Ohio
$24K – – –
OC
1103
Oakworth Capital
Alabama
$24K – – –
SNT
1104
Security National Trust
West Virginia
$24K – – –
PFG
1105
Pacific Financial Group
Washington
$24K +$24.9K +500 New
LOCB
1106
Lombard Odier & Cie (Bahamas)
Bahamas
$23K – – –
LWM
1107
Lenox Wealth Management
Ohio
$22K – – –
JFA
1108
JNBA Financial Advisors
Minnesota
$21K – – –
SFG
1109
Sage Financial Group
Pennsylvania
$21K +$22.4K +450 New
CFS
1110
Community Financial System
New York
$20K – – –
BCMIO
1111
Beacon Capital Management Inc (Ohio)
Ohio
$20K +$6.47K +130 +43%
PMFA
1112
Plante Moran Financial Advisors
Michigan
$19K -$40.1K -805 -67%
TF
1113
Trutina Financial
Washington
$17K +$17.6K +354 New
FBT
1114
Founders Bank & Trust
Michigan
$16K – – –
CAW
1115
Cornerstone Advisors (Washington)
Washington
$16K +$16.4K +330 New
EAMA
1116
EFG Asset Management (Americas)
Florida
$15K – – –
LFG
1117
LifePlan Financial Group
Ohio
$15K +$9.56K +192 +170%
EWM
1118
Edge Wealth Management
New York
$14K – – –
TCM
1119
Tradewinds Capital Management
Washington
$13K – – –
BCI
1120
Brinker Capital Investments
Pennsylvania
$12K – – –
FNBSF
1121
First National Bank Sioux Falls
South Dakota
$12K – – –
GGPS
1122
Gary Goldberg Planning Services
New York
$12K – – –
NCM
1123
Nelson Capital Management
California
$12K +$12.9K +260 New
WA
1124
Winfield Associates
Ohio
$11K – – –
BOK
1125
Bank of Kentucky
Kentucky
$10K – – –