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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
1151
Holt Capital Partners
Texas
$42K +$40.8K +769 New
TFA
1152
Transamerica Financial Advisors
Florida
$40K +$34.5K +650 +793%
CFS
1153
Commonwealth Financial Services
West Virginia
$40K +$39.1K +737 New
PAI
1154
Pittenger & Anderson Inc
Nebraska
$39K +$38.2K +720 New
KCM
1155
Karp Capital Management
California
$38K +$37.2K +700 New
NMIS
1156
Northwestern Mutual Investment Services
Wisconsin
$37K +$531 +10 +1%
FPFS
1157
First Personal Financial Services
North Carolina
$37K +$36.8K +694 New
UFA
1158
US Financial Advisors
Massachusetts
$35K +$33.9K +638 New
NC
1159
NewSquare Capital
Pennsylvania
$34K -$4.04K -76 -11%
SA
1160
SRH Advisors
Kansas
$32K – – –
VNA
1161
Valley National Advisers
Pennsylvania
$32K +$32.5K +612 New
ATC
1162
Adirondack Trust Company
New York
$30K +$3.45K +65 +13%
DOA
1163
D'Orazio & Associates
Virginia
$29K – – –
DAL
1164
David A. Lorber
$29K +$28.7K +541 New
SMG
1165
Spectrum Management Group
Indiana
$28K +$27.1K +510 New
MMG
1166
Monetary Management Group
Missouri
$27K -$18.6K -350 -41%
SFWA
1167
Summit Financial Wealth Advisors
Louisiana
$26K +$25.3K +477 New
AWM
1168
AllSquare Wealth Management
New York
$25K +$24.8K +467 New
LWA
1169
Lenox Wealth Advisors
New York
$24K -$14.1K -265 -37%
LWM
1170
Lenox Wealth Management
Ohio
$24K – – –
SFG
1171
Sage Financial Group
Pennsylvania
$24K – – –
CAW
1172
Cornerstone Advisors (Washington)
Washington
$24K +$6.05K +114 +35%
PCC
1173
Park Circle Company
Maryland
$23K -$2.19M -41,339 -99%
BCMIO
1174
Beacon Capital Management Inc (Ohio)
Ohio
$23K – – –
IF
1175
Ironwood Financial
Arizona
$23K +$22.4K +422 New
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