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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
BTIS
1201
BB&T Investment Services
North Carolina
$352K +$8.53K +125 +3%
MWP
1202
MYCIO Wealth Partners
Pennsylvania
$351K -$49K -718 -13%
AFM
1203
Abbot Financial Management
Massachusetts
$350K +$13.7K +200 +4%
LFR
1204
Lehman Financial Resources
Pennsylvania
$349K – – –
FA
1205
Fortis Advisors
Pennsylvania
$348K -$60.6K -888 -16%
TFO
1206
Tarbox Family Office
California
$347K -$2.05K -30 -0.6%
RMDI
1207
R.M. Davis Inc
Maine
$346K +$34.1K +500 +12%
GFPC
1208
Global Financial Private Capital
Florida
$345K +$323K +4,738 New
BO
1209
BRR OpCo
Ohio
$342K +$2.19K +32 +0.7%
HPC
1210
HM Payson & Co
Maine
$341K -$106K -1,554 -25%
CWM
1211
Circle Wealth Management
New Jersey
$341K +$751 +11 +0.2%
MCP
1212
Mirador Capital Partners
California
$339K -$6.01K -88 -2%
ZB
1213
Zions Bancorporation
Utah
$336K +$289K +4,226 +1,075%
HHGA
1214
Halbert Hargrove Global Advisors
California
$331K -$12.6K -184 -4%
EFSCE
1215
Enterprise Financial Services Corp (EFSC)
Missouri
$331K +$177K +2,589 +132%
EA
1216
Edge Advisors
Georgia
$328K -$55.4K -811 -15%
GI
1217
GS Investments
Minnesota
$327K – – –
BB
1218
Bell Bank
North Dakota
$327K – – –
11A
1219
10-15 Associates
New York
$325K +$50.7K +742 +20%
NPC
1220
National Planning Corporation
California
$323K -$100K -1,466 -25%
AFA
1221
Abacus FCF Advisors
Florida
$319K +$300K +4,388 New
SCA
1222
Sage Capital Advisors
South Dakota
$313K – – –
B
1223
BancorpSouth
Mississippi
$312K -$90.3K -1,323 -24%
AI
1224
Accredited Investors
Minnesota
$311K +$292K +4,275 New
CCM
1225
Coldstream Capital Management
Washington
$308K +$10.4K +153 +4%
47 48
49
50 51