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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
NC
1126
NewSquare Capital
Pennsylvania
$15K -$29.1K -659 -65%
JFA
1127
JNBA Financial Advisors
Minnesota
$13K – – –
MMG
1128
Monetary Management Group
Missouri
$13K – – –
RBC
1129
Roble Belko & Company
Pennsylvania
$13K – – –
GBBWRPM
1130
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$12K -$221 -5 -2%
AIM
1131
Arcadia Investment Management
Michigan
$12K – – –
PFO
1132
Pathstone Family Office
New Jersey
$12K – – –
SBL
1133
Sargent Bickham Lagudis
Colorado
$11K – – –
M
1134
MOTCO
Texas
$11K +$2.12K +48 +24%
HCM
1135
Herndon Capital Management
Georgia
$11K +$11.9K +270 New
GI
1136
Gradient Investments
Minnesota
$10K -$4.95K -112 -33%
MA
1137
MCF Advisors
Kentucky
$10K -$88 -2 -0.8%
GWS
1138
Glassman Wealth Services
Virginia
$10K – – –
RWA
1139
Ropes Wealth Advisors
Massachusetts
$10K +$5.13K +116 +103%
ECM
1140
Exchange Capital Management
Michigan
$10K +$442K +10,000 New
KKAMG
1141
Kernodle & Katon Asset Management Group
Arkansas
$9K – – –
AIM
1142
Advantage Investment Management
Iowa
$8K – – –
AP
1143
Atwood & Palmer
Missouri
$8K – – –
LWCFA
1144
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K – – –
TCM
1145
Tradewinds Capital Management
Washington
$8K – – –
BCI
1146
Brinker Capital Investments
Pennsylvania
$7K – – –
WAS
1147
WESPAC Advisors SoCal
California
$6.36K – – –
BCMIO
1148
Beacon Capital Management Inc (Ohio)
Ohio
$6K – – –
VCM
1149
Vigilant Capital Management
Maine
$6K +$6.28K +142 New
VCM
1150
Versant Capital Management
Arizona
$5K – – –
44 45
46
47 48