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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
BL
1101
Balentine LLC
Georgia
$44K +$10.8K +238 +34%
DBT
1102
Dubuque Bank & Trust
Iowa
$41K -$16.8K -370 -30%
JIM
1103
Jupiter Investment Management
United Kingdom
$40K -$23.3M -512,197 -100%
PWM
1104
Perigon Wealth Management
California
$40K -$149K -3,275 -80%
EP
1105
Edinburgh Partners
United Kingdom
$39K – – –
IWMPD
1106
Integrated Wealth Management (Palm Desert)
California
$38K -$45.5K -1,000 -55%
SNT
1107
Security National Trust
West Virginia
$36K -$7.82K -172 -18%
CFS
1108
Commonwealth Financial Services
West Virginia
$35K – – –
HCM
1109
Horrell Capital Management
Arkansas
$33K – – –
M
1110
MOTCO
Texas
$32K +$19.9K +437 +176%
AIS
1111
Accurate Investment Solutions
Pennsylvania
$31K +$29.2K +642 +4,280%
ANBT
1112
American National Bank & Trust
Texas
$30K – – –
WA
1113
Winfield Associates
Ohio
$30K – – –
WIC
1114
Woodmont Investment Counsel
Tennessee
$30K +$28.9K +636 New
DAM
1115
Delta Asset Management
Tennessee
$29K – – –
TDC
1116
Thompson Davis & Co
Virginia
$28K -$33K -726 -55%
JSAM
1117
J. Safra Asset Management
New York
$27K – – –
AF
1118
Allworth Financial
California
$27K +$682 +15 +3%
AWMS
1119
Advocacy Wealth Management Services
Georgia
$26K – – –
BC
1120
Bartlett & Co
Ohio
$25K -$6.82K -150 -22%
CCM
1121
Cribstone Capital Management
Maine
$25K – – –
LCM
1122
Liberty Capital Management
Michigan
$24K +$22.7K +500 New
CB
1123
Community Bank
New York
$23K – – –
AWM
1124
AllSquare Wealth Management
New York
$22K – – –
AC
1125
Alexandria Capital
Virginia
$21K -$33.2K -729 -61%
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