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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
LC
1126
Lourd Capital
California
$384K +$64.7K +1,055 +23%
SI
1127
SII Investments
Wisconsin
$383K -$117K -1,906 -25%
GWCM
1128
Godshalk Welsh Capital Management
Pennsylvania
$383K +$15.3K +250 +5%
FA
1129
Fortis Advisors
Pennsylvania
$380K +$6.13K +100 +2%
IOOF
1130
Independent Order of Foresters
Ontario, Canada
$379K -$27.6K -450 -7%
IWA
1131
Intercontinental Wealth Advisors
Texas
$376K -$159K -2,597 -32%
B
1132
BancorpSouth
Mississippi
$376K +$18.7K +305 +6%
VFA
1133
Voya Financial Advisors
Connecticut
$375K -$46.4K -757 -12%
SFP
1134
Shepherd Financial Partners
Massachusetts
$374K – – –
MWP
1135
MYCIO Wealth Partners
Pennsylvania
$371K -$160K -2,601 -32%
CL
1136
CPWM LLC
Washington
$368K -$797 -13 -0.2%
BHC
1137
Bowen Hanes & Co
Florida
$368K – – –
MIM
1138
Montgomery Investment Management
Maryland
$366K – – –
HSA
1139
HBK Sorce Advisory
Pennsylvania
$366K +$336K +5,475 New
QAM
1140
QCI Asset Management
New York
$362K -$90.6K -1,477 -21%
SCA
1141
Snowden Capital Advisors
New York
$361K – – –
CFA
1142
Carroll Financial Associates
North Carolina
$360K -$18.6K -303 -5%
ST
1143
Smithfield Trust
Pennsylvania
$359K -$3.25K -53 -1%
IAMOG
1144
Investors Asset Management of Georgia
Georgia
$358K +$2.45K +40 +0.8%
EA
1145
Edge Advisors
Georgia
$355K -$1.5M -24,481 -82%
CAG
1146
Crestwood Advisors Group
Massachusetts
$354K – – –
TBNY
1147
Trustco Bank (New York)
New York
$353K – – –
ACM
1148
Alpha Capital Management
Texas
$350K +$61 +1 +0%
AssetMark Inc
1149
AssetMark Inc
California
$349K +$70.8K +1,154 +28%
JAFL
1150
Jay A. Fishman Ltd
Michigan
$348K +$61.3K +1,000 +24%