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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1201
Arete Wealth Advisors
Illinois
$220K -$20.6K -349 -9%
CWM
1202
Connecticut Wealth Management
Connecticut
$219K -$26.6K -450 -11%
CPA
1203
Capital Planning Advisors
California
$218K +$216K +3,646 New
GS
1204
Girard Securities
California
$217K -$22.7K -383 -10%
CCM
1205
Chilton Capital Management
Texas
$212K – – –
GLA
1206
Good Life Advisors
Pennsylvania
$209K +$207K +3,495 New
HCM
1207
Hilton Capital Management
New York
$209K +$207K +3,500 New
FPFS
1208
First Personal Financial Services
North Carolina
$206K +$8.52K +144 +4%
HCA
1209
Heck Capital Advisors
Wisconsin
$205K -$6.98K -118 -3%
RT
1210
Rockland Trust
Massachusetts
$201K -$7.1K -120 -3%
AA
1211
Apriem Advisors
California
$200K +$28.4K +481 +17%
SWA
1212
Sutton Wealth Advisors
Florida
$195K -$4.44K -75 -2%
SIAP
1213
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$185K – – –
ECA
1214
Endeavour Capital Advisors
Connecticut
$184K -$69M -1,166,817 -100%
SC
1215
SRB Corp
Massachusetts
$178K -$6.39K -108 -4%
CWM
1216
Cedar Wealth Management
California
$170K +$6.8K +115 +4%
SSB
1217
Sandy Spring Bank
Maryland
$163K -$140K -2,371 -47%
TWA
1218
TCI Wealth Advisors
Arizona
$152K -$3.61K -61 -2%
JT
1219
Jump Trading
Illinois
$151K +$149K +2,525 New
SRCM
1220
Swift Run Capital Management
Virginia
$150K – – –
FFC
1221
First Financial Corp
Indiana
$146K -$5.5K -93 -4%
NCM
1222
Nelson Capital Management
California
$144K – – –
JWA
1223
JFS Wealth Advisors
Pennsylvania
$142K – – –
PHK
1224
Point72 Hong Kong
Hong Kong
$138K +$136K +2,301 New
RCG
1225
Ruggie Capital Group
Florida
$137K +$136K +2,296 New
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