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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
KIA
1101
KCM Investment Advisors
California
$491K +$3.81K +75 +1%
AIP
1102
Almanack Investment Partners
Pennsylvania
$490K +$40.6K +799 +11%
MFA
1103
Mayflower Financial Advisors
Massachusetts
$489K +$403K +7,928 New
ICG
1104
InterOcean Capital Group
Tennessee
$489K +$403K +7,933 New
SCA
1105
Sippican Capital Advisors
Massachusetts
$488K +$143K +2,816 +55%
PWPS
1106
Pinnacle Wealth Planning Services
Ohio
$487K +$5.54K +109 +1%
TCOV
1107
Trust Company of Vermont
Vermont
$485K +$68.5K +1,348 +21%
AIM
1108
Aspen Investment Management
Michigan
$480K -$34.7K -682 -8%
CWM
1109
Cornerstone Wealth Management
Missouri
$480K +$14.7K +290 +4%
BP
1110
Ballentine Partners
Massachusetts
$479K -$112K -2,209 -22%
AF
1111
Affiance Financial
Minnesota
$479K
NNP
1112
Nachman Norwood & Parrott
South Carolina
$478K +$8.13K +160 +2%
EWA
1113
EP Wealth Advisors
California
$478K +$394K +7,748 New
KFA
1114
Kelleher Financial Advisors
New York
$474K +$51 +1 +0%
WSTAM
1115
Wilbanks Smith & Thomas Asset Management
Virginia
$472K -$69.9K -1,375 -15%
EP
1116
Eudaimonia Partners
Tennessee
$471K +$127K +2,492 +48%
Fisher Asset Management
1117
Fisher Asset Management
Washington
$470K -$109K -2,141 -22%
FNBOO
1118
First National Bank of Omaha
Nebraska
$470K -$23.8K -468 -6%
FVCM
1119
F&V Capital Management
Florida
$469K -$18K -355 -4%
IAMOG
1120
Investors Asset Management of Georgia
Georgia
$467K
AA
1121
Apriem Advisors
California
$466K -$6.15K -121 -2%
OIM
1122
Orca Investment Management
Oregon
$465K +$384K +7,548 New
IDBONY
1123
Israel Discount Bank of New York
New York
$463K -$174K -3,417 -31%
CFG
1124
Cooper Financial Group
California
$463K +$35.4K +696 +10%
ADL
1125
Asset Dedication LLC
California
$463K +$129K +2,545 +51%