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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1126
Avantax Advisory Services
Texas
$570K +$59K +867 +12%
JIC
1127
Joel Isaacson & Co
New York
$566K -$58K -852 -9%
CFA
1128
Carroll Financial Associates
North Carolina
$565K -$1.43K -21 -0.3%
SIM
1129
SSI Investment Management
California
$564K -$340 -5 -0.1%
CG
1130
Cynosure Group
Utah
$562K -$196K -2,876 -26%
HAM
1131
Highstreet Asset Management
Ontario, Canada
$560K – – –
AAM
1132
American Asset Management
Florida
$560K +$11.9K +175 +2%
NB
1133
Nicolet Bankshares
Wisconsin
$557K -$124K -1,821 -18%
SAM
1134
Seelaus Asset Management
New Jersey
$554K -$121K -1,774 -18%
CM
1135
Castleark Management
Illinois
$553K – – –
NSEDCP
1136
NJ State Employees Deferred Compensation Plan
New Jersey
$553K – – –
Cetera Investment Advisers
1137
Cetera Investment Advisers
Illinois
$551K +$11.4K +168 +2%
LJAC
1138
L.J. Altfest & Co
New York
$546K -$15.2K -223 -3%
WP
1139
WMS Partners
Maryland
$542K +$283K +4,160 +113%
NSIM
1140
North Star Investment Management
Illinois
$540K +$7.07K +104 +1%
PWM
1141
Perigon Wealth Management
California
$540K +$67.1K +987 +15%
SSG
1142
Summit Securities Group
New York
$539K -$857K -12,600 -62%
BO
1143
BRR OpCo
Ohio
$531K +$15.4K +226 +3%
BAC
1144
Boys Arnold & Co
North Carolina
$529K +$80.1K +1,178 +18%
PCM
1145
Perritt Capital Management
Illinois
$528K – – –
BHB
1146
Bank Hapoalim BM
Israel
$524K -$490K -7,200 -49%
GCIA
1147
Gabelli & Co Investment Advisers
New York
$518K – – –
DBIA
1148
Dumont & Blake Investment Advisors
New Jersey
$517K +$21.8K +321 +4%
ECM
1149
Evergreen Capital Management
Washington
$516K -$31.1K -457 -6%
IC
1150
Intersect Capital
California
$515K +$5.31K +78 +1%