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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1176
ALPS Advisors
Colorado
$407K -$59.2K -867 -13%
IWA
1177
Intercontinental Wealth Advisors
Texas
$405K -$3.55K -52 -0.9%
GLA
1178
Good Life Advisors
Pennsylvania
$401K +$125K +1,835 +52%
LP
1179
LMR Partners
United Kingdom
$400K -$1.84M -26,880 -83%
MIM
1180
Montgomery Investment Management
Maryland
$399K – – –
TWMP
1181
Taylor Wealth Management Partners
Massachusetts
$398K +$374K +5,475 New
QAM
1182
QCI Asset Management
New York
$394K – – –
ST
1183
Smithfield Trust
Pennsylvania
$390K – – –
SWM
1184
SVA Wealth Management
Wisconsin
$385K +$6.42K +94 +2%
TBNY
1185
Trustco Bank (New York)
New York
$384K – – –
CFA
1186
Carroll Financial Associates
North Carolina
$380K -$24.4K -357 -7%
MC
1187
Miles Capital
Iowa
$379K -$41.2K -603 -10%
CNBT
1188
Canandaigua National Bank & Trust
New York
$375K +$8.12K +119 +2%
NAM
1189
NTV Asset Management
West Virginia
$370K -$1.77K -26 -0.5%
ZIC
1190
ZWJ Investment Counsel
Georgia
$370K +$27.3K +400 +9%
RWM
1191
Rench Wealth Management
Texas
$369K -$4.85K -71 -1%
LIC
1192
Lodestar Investment Counsel
Illinois
$366K +$78.5K +1,150 +30%
GP
1193
Girard Partners
Pennsylvania
$365K -$5.74K -84 -2%
JCP
1194
Jabre Capital Partners
Switzerland
$364K -$6.49M -95,000 -95%
HA
1195
Harbor Advisors
Florida
$364K – – –
JMH
1196
J.M. Hartwell
New York
$364K +$341K +5,000 New
CAG
1197
Crestwood Advisors Group
Massachusetts
$360K -$20.5K -300 -6%
HCA
1198
Harbour Capital Advisors
Virginia
$359K – – –
IWM
1199
IHT Wealth Management
Illinois
$359K +$54K +791 +20%
MBA
1200
McQueen Ball & Associates
Pennsylvania
$358K – – –
46 47
48
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