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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
1151
JFS Wealth Advisors
Pennsylvania
$142K – – –
SC
1152
SRB Corp
Massachusetts
$139K -$11.8K -223 -8%
PG
1153
Patten Group
Tennessee
$128K +$4.78K +90 +4%
BBPWM
1154
Blue Bell Private Wealth Management
Pennsylvania
$127K -$10.6K -200 -8%
GAM
1155
Gemmer Asset Management
California
$124K +$8.33K +157 +7%
VNA
1156
Valley National Advisers
Pennsylvania
$122K -$26.6K -501 -18%
PSC
1157
Prentiss Smith & Co
Vermont
$118K +$159 +3 +0.1%
SAC
1158
Smith Affiliated Capital
New York
$111K – – –
WA
1159
WealthTrust-Arizona
Arizona
$107K +$106 +2 +0.1%
JFGIW
1160
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$106K +$36.8K +693 +51%
FCCM
1161
First City Capital Management
Georgia
$104K -$5.57K -105 -5%
PH
1162
Pinnacle Holdings
Oklahoma
$100K – – –
KCPG
1163
Kavar Capital Partners Group
Kansas
$96K +$424 +8 +0.3%
MCM
1164
MV Capital Management
Maryland
$94K -$33K -621 -25%
DBT
1165
Dubuque Bank & Trust
Iowa
$91K +$50.8K +958 +120%
NSIM
1166
North Star Investment Management
Illinois
$87K – – –
SGAM
1167
Smith Group Asset Management
Texas
$86K +$88.1K +1,660 New
CHC
1168
City Holding Co
West Virginia
$85K -$12.7K -240 -13%
HR
1169
Howe & Rusling
New York
$83K -$388K -7,311 -82%
FMII
1170
Farmers & Merchants Investments Inc
Nebraska
$83K – – –
EFSCE
1171
Enterprise Financial Services Corp (EFSC)
Missouri
$82K +$5.84K +110 +7%
CFG
1172
CKW Financial Group
Hawaii
$78K – – –
RFWA
1173
RPg Family Wealth Advisory
Massachusetts
$77.6K +$79.6K +1,500 New
PMFA
1174
Plante Moran Financial Advisors
Michigan
$77K -$106 -2 -0.1%
MSFP
1175
Mark Sheptoff Financial Planning
Connecticut
$72K +$4.19K +79 +6%
45 46
47
48 49