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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
IOOF
1126
Independent Order of Foresters
Ontario, Canada
$379K -$27.6K -450 -7%
IWA
1127
Intercontinental Wealth Advisors
Texas
$376K -$159K -2,597 -32%
B
1128
BancorpSouth
Mississippi
$376K +$18.7K +305 +6%
VFA
1129
Voya Financial Advisors
Connecticut
$375K -$46.4K -757 -12%
SFP
1130
Shepherd Financial Partners
Massachusetts
$374K
MWP
1131
MYCIO Wealth Partners
Pennsylvania
$371K -$160K -2,601 -32%
CL
1132
CPWM LLC
Washington
$368K -$797 -13 -0.2%
BHC
1133
Bowen Hanes & Co
Florida
$368K
MIM
1134
Montgomery Investment Management
Maryland
$366K
HSA
1135
HBK Sorce Advisory
Pennsylvania
$366K +$336K +5,475 New
QAM
1136
QCI Asset Management
New York
$362K -$90.6K -1,477 -21%
SCA
1137
Snowden Capital Advisors
New York
$361K
CFA
1138
Carroll Financial Associates
North Carolina
$360K -$18.6K -303 -5%
ST
1139
Smithfield Trust
Pennsylvania
$359K -$3.25K -53 -1%
IAMOG
1140
Investors Asset Management of Georgia
Georgia
$358K +$2.45K +40 +0.8%
EA
1141
Edge Advisors
Georgia
$355K -$1.5M -24,481 -82%
CAG
1142
Crestwood Advisors Group
Massachusetts
$354K
TBNY
1143
Trustco Bank (New York)
New York
$353K
ACM
1144
Alpha Capital Management
Texas
$350K +$61 +1 +0%
AssetMark Inc
1145
AssetMark Inc
California
$349K +$70.8K +1,154 +28%
JAFL
1146
Jay A. Fishman Ltd
Michigan
$348K +$61.3K +1,000 +24%
HAG
1147
HighPoint Advisor Group
Illinois
$347K
SWM
1148
SVA Wealth Management
Wisconsin
$347K +$13.7K +223 +4%
AAP
1149
Arax Advisory Partners
Colorado
$346K +$42.5K +693 +15%
EA
1150
Emerald Advisers
Pennsylvania
$345K +$61 +1 +0%