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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
BIAS
1176
Beacon Investment Advisory Services
New Jersey
$272K +$434K +6,469 New
FMT
1177
First Mercantile Trust
Tennessee
$270K +$44.8K +667 +12%
JIC
1178
Joel Isaacson & Co
New York
$267K -$138K -2,051 -24%
SIA
1179
Sit Investment Associates
Minnesota
$267K – – –
CAI
1180
Capital Advisors Inc
Oklahoma
$265K -$20.4M -304,065 -98%
AA
1181
Apriem Advisors
California
$264K -$13.4K -199 -3%
DWM
1182
Dorchester Wealth Management
Quebec, Canada
$263K -$174K -2,591 -29%
VCM
1183
Vivaldi Capital Management
Illinois
$263K -$159K -2,365 -27%
WP
1184
WealthSource Partners
California
$262K -$376K -5,595 -47%
OPS
1185
Orion Portfolio Solutions
Nebraska
$262K -$207K -3,088 -33%
FC
1186
FORA Capital
Florida
$262K +$417K +6,219 New
RM
1187
Resource Management
Louisiana
$261K +$38.7K +577 +10%
LAM
1188
Lingohr Asset Management
Germany
$257K -$951K -14,175 -70%
CM
1189
Columbus Macro
Pennsylvania
$257K -$32.2K -480 -7%
MCM
1190
Maryland Capital Management
Maryland
$255K +$407K +6,059 New
SMFS
1191
Squar Milner Financial Services
California
$254K -$193K -2,870 -32%
GW
1192
GW & Wade
Massachusetts
$253K -$1.41K -21 -0.3%
XWM
1193
Xcel Wealth Management
Florida
$252K +$31.1K +464 +8%
FLI
1194
Family Legacy Inc
South Carolina
$251K – – –
TAM
1195
Trust Asset Management
Texas
$248K – – –
RIA
1196
RPG Investment Advisory
California
$243K -$10.1K -150 -3%
SFFS
1197
Stonehage Fleming Financial Services
Jersey
$242K -$134K -2,000 -26%
RCM
1198
RB Capital Management
Nevada
$241K +$124K +1,843 +43%
FFA
1199
First Foundation Advisors
California
$238K -$78.1K -1,163 -17%
CBFP
1200
Cedar Brook Financial Partners
Ohio
$238K +$104K +1,555 +38%
46 47
48
49 50