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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
1151
First National Trust
Pennsylvania
$629K -$68K -920 -10%
CA
1152
Calton & Associates
Florida
$627K +$591K +7,990 New
IIM
1153
Intact Investment Management
Quebec, Canada
$625K -$141K -1,900 -18%
DWT
1154
Dorsey & Whitney Trust
South Dakota
$619K -$222 -3 -0%
CPP
1155
Crow Point Partners
Massachusetts
$618K -$342K -4,629 -36%
JIC
1156
Joel Isaacson & Co
New York
$617K -$34.2K -462 -5%
EWM
1157
Evercore Wealth Management
New York
$612K +$14.8K +200 +2%
NDSI
1158
Newman Dignan & Sheerar Inc
Rhode Island
$610K -$8.5K -115 -1%
I
1159
IberiaBank
Louisiana
$610K -$5.55K -75 -0.9%
QFA
1160
Quattro Financial Advisors
Texas
$606K – – –
GLA
1161
Good Life Advisors
Pennsylvania
$606K +$207K +2,797 +52%
KA
1162
Kovack Advisors
Florida
$606K +$603K +8,148 New
ACI
1163
Alpha Cubed Investments
California
$604K -$116K -1,571 -16%
HJMC
1164
Hellman Jordan Management Company
Massachusetts
$601K – – –
CLOS
1165
Compagnie Lombard Odier SCmA
Switzerland
$599K -$112K -1,518 -16%
LNC
1166
Lincoln National Corp
Pennsylvania
$597K +$232K +3,141 +64%
BWP
1167
BSW Wealth Partners
Colorado
$596K – – –
NSEDCP
1168
NJ State Employees Deferred Compensation Plan
New Jersey
$595K – – –
PCM
1169
Perritt Capital Management
Illinois
$592K – – –
TPWA
1170
TRUE Private Wealth Advisors
Oregon
$592K +$20.6K +278 +4%
AP
1171
AHL Partners
United Kingdom
$588K +$584K +7,903 New
WA
1172
WBH Advisory
Maryland
$584K +$125K +1,686 +27%
WCM
1173
Weik Capital Management
Pennsylvania
$581K -$3.7K -50 -0.6%
HSA
1174
HBK Sorce Advisory
Pennsylvania
$581K +$131K +1,765 +29%
MRCM
1175
M&R Capital Management
New Jersey
$580K +$277K +3,742 +92%
45 46
47
48 49