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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1201
Lenox Wealth Management
Ohio
$21K – – –
EWM
1202
Edge Wealth Management
New York
$20K – – –
OC
1203
Oakworth Capital
Alabama
$18K – – –
MA
1204
MCF Advisors
Kentucky
$18K +$12.5K +230 +245%
JFA
1205
JNBA Financial Advisors
Minnesota
$17K – – –
MMG
1206
Monetary Management Group
Missouri
$17K – – –
CTB
1207
Country Trust Bank
Illinois
$16K +$381 +7 +2%
MBT
1208
Monroe Bank & Trust
Michigan
$15K -$12.7K -234 -47%
BC
1209
Bartlett & Co
Ohio
$15K -$12.2K -225 -46%
CBT
1210
Central Bank & Trust
Kentucky
$15K +$7.62K +140 +106%
JIR
1211
James Investment Research
Ohio
$14K -$13.6K -250 -50%
MFBTD
1212
MB Financial Bank - Trust Department
Illinois
$14K +$2.12K +39 +18%
GWS
1213
Glassman Wealth Services
Virginia
$13K – – –
GWA
1214
Genesis Wealth Advisors
Massachusetts
$12K – – –
GI
1215
Gradient Investments
Minnesota
$12K -$11.6K -214 -50%
IRS
1216
Invictus RG (Singapore)
Singapore
$12K -$9.68K -178 -45%
CB
1217
Community Bank
New York
$12K -$8.16K -150 -42%
AF
1218
Allworth Financial
California
$12K -$5.88K -108 -32%
RCG
1219
Ruggie Capital Group
Florida
$12K +$4.03K +74 +53%
RPG
1220
Risk Paradigm Group
Texas
$11.7K – – –
LFR
1221
Lehman Financial Resources
Pennsylvania
$11K -$109K -2,000 -90%
RBC
1222
Roble Belko & Company
Pennsylvania
$11K -$5.44K -100 -34%
TCM
1223
Tradewinds Capital Management
Washington
$11K -$1.09K -20 -9%
EMA
1224
Efficient Market Advisors
California
$11K – – –
M
1225
MOTCO
Texas
$11K – – –
47 48
49
50 51