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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
LDFR
1176
Lehman & Derafelo Financial Resources
Pennsylvania
$237K -$14.9K -300 -5%
CA
1177
Cornerstone Advisory
Maryland
$237K +$274K +5,492 New
LF
1178
Lantz Financial
Illinois
$236K +$6.38K +128 +2%
TSS
1179
Two Sigma Securities
New York
$235K -$1.67M -33,611 -86%
CCIA
1180
Campbell & Co Investment Adviser
Maryland
$235K +$271K +5,440 New
RIM
1181
Reliant Investment Management
Tennessee
$234K +$270K +5,425 New
RWB
1182
RMR Wealth Builders
New Jersey
$233K +$102K +2,045 +61%
FFA
1183
First Foundation Advisors
California
$232K +$648 +13 +0.2%
WPW
1184
Waldron Private Wealth
Pennsylvania
$230K +$22.4K +450 +9%
GVAG
1185
Great Valley Advisor Group
Delaware
$230K +$30.6K +615 +13%
CAM
1186
Costello Asset Management
Pennsylvania
$229K +$448 +9 +0.2%
KMWM
1187
Keudell/Morrison Wealth Management
Oregon
$229K +$2.84K +57 +1%
JWM
1188
Jeppson Wealth Management
California
$229K +$265K +5,320 New
FLPIM
1189
F.L. Putnam Investment Management
Massachusetts
$227K -$33.6K -674 -11%
NFC
1190
Northeast Financial Consultants
Connecticut
$227K +$199 +4 +0.1%
NIM
1191
Northeast Investment Management
Massachusetts
$227K +$263K +5,272 New
TU
1192
TDAM USA
Ontario, Canada
$225K -$102K -2,047 -28%
SP
1193
Successful Portfolios
Florida
$225K -$4.98K -100 -2%
GA
1194
Geller Advisors
New York
$224K +$259K +5,201 New
GWCM
1195
Godshalk Welsh Capital Management
Pennsylvania
$223K -$52.3K -1,050 -17%
BSW
1196
Buckingham Strategic Wealth
Missouri
$223K -$40K -802 -13%
WAS
1197
WESPAC Advisors SoCal
California
$223K – – –
LC
1198
Lindbrook Capital
California
$223K +$48.3K +970 +23%
CC
1199
Centiva Capital
New York
$222K -$561K -11,264 -69%
EP
1200
Eudaimonia Partners
Tennessee
$222K +$28.1K +564 +12%
46 47
48
49 50