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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1126
Apriem Advisors
California
$412K +$85.1K +1,794 +29%
FMT
1127
First Mercantile Trust
Tennessee
$410K +$77.3K +1,630 +25%
NSEDCP
1128
NJ State Employees Deferred Compensation Plan
New Jersey
$409K – – –
FVCM
1129
F&V Capital Management
Florida
$407K – – –
DBIA
1130
Dumont & Blake Investment Advisors
New Jersey
$407K +$17.6K +370 +5%
PFS
1131
Prospera Financial Services
Texas
$403K -$59K -1,243 -14%
PWPS
1132
Pinnacle Wealth Planning Services
Ohio
$399K -$40.5K -853 -10%
AF
1133
Affiance Financial
Minnesota
$397K – – –
PCMC
1134
Private Capital Management (Colorado)
Colorado
$396K +$9.49K +200 +3%
EC
1135
Estate Counselors
Wisconsin
$396K +$368K +7,750 New
PFBT
1136
Parkside Financial Bank & Trust
Missouri
$395K -$16.2K -341 -4%
GCM
1137
Gables Capital Management
Florida
$395K +$3.98K +84 +1%
RIA
1138
Realta Investment Advisors
Delaware
$393K +$38K +801 +12%
SAM
1139
Seelaus Asset Management
New Jersey
$391K -$32K -675 -8%
MWA
1140
Meridian Wealth Advisors
Texas
$388K +$361K +7,601 New
KFA
1141
Kelleher Financial Advisors
New York
$387K -$27.2K -573 -7%
IAMOG
1142
Investors Asset Management of Georgia
Georgia
$387K – – –
NNP
1143
Nachman Norwood & Parrott
South Carolina
$387K +$47.4K +998 +15%
VHAM
1144
Van Hulzen Asset Management
California
$386K -$131K -2,757 -27%
EGA
1145
Eagle Global Advisors
Texas
$382K – – –
BG
1146
Bahl & Gaynor
Ohio
$381K -$77.6K -1,635 -18%
UBG
1147
United Bank (Georgia)
Georgia
$380K -$407K -8,584 -54%
VRM
1148
Vectors Research Management
New York
$380K +$2.85K +60 +0.8%
SIM
1149
SSI Investment Management
California
$379K -$6.21K -131 -2%
CPO
1150
Cerity Partners OCIO
New York
$379K +$42.9K +904 +14%
44 45
46
47 48