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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
1151
NewSquare Capital
Pennsylvania
$48K +$18.6K +340 +54%
LYV
1152
Live Your Vision
Pennsylvania
$47K +$51.6K +944 New
DAM
1153
Delta Asset Management
Tennessee
$45K – – –
DOA
1154
D'Orazio & Associates
Virginia
$44K +$11.5K +211 +34%
AIM
1155
Advantage Investment Management
Iowa
$43K -$51.1K -935 -52%
TRCT
1156
Tower Research Capital (TRC)
New York
$41K -$31.2K -571 -41%
EP
1157
Edinburgh Partners
United Kingdom
$41K – – –
TFA
1158
Transamerica Financial Advisors
Florida
$40K – – –
DBT
1159
Dubuque Bank & Trust
Iowa
$40K +$10.7K +196 +33%
FPFS
1160
First Personal Financial Services
North Carolina
$37K +$2.19K +40 +6%
CFS
1161
Commonwealth Financial Services
West Virginia
$36K -$109 -2 -0.3%
AWS
1162
Aris Wealth Services
Pennsylvania
$34K -$36.8K -673 -49%
CAW
1163
Cornerstone Advisors (Washington)
Washington
$33K +$13.4K +245 +57%
PSI
1164
Pinnacle Summer Investments
Virginia
$31K -$431K -7,898 -93%
ATC
1165
Adirondack Trust Company
New York
$30K -$1.09K -20 -3%
SA
1166
SRH Advisors
Kansas
$30K – – –
AAM
1167
American Asset Management
Florida
$30K +$33.3K +610 New
HCP
1168
Holt Capital Partners
Texas
$29K -$4.53K -83 -12%
RA
1169
Rational Advisors
New York
$28K – – –
AC
1170
Alexandria Capital
Virginia
$27K -$12K -220 -29%
BG
1171
Bollard Group
Massachusetts
$27K – – –
BCM
1172
Brookstone Capital Management
Illinois
$26K +$55 +1 +0.2%
SIM
1173
Sonora Investment Management
Arizona
$25K +$26.5K +486 New
WIC
1174
Woodmont Investment Counsel
Tennessee
$24K -$164 -3 -0.6%
MUS
1175
Mitsubishi UFJ Securities
Japan
$23K -$25.7K -470 -51%
45 46
47
48 49