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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1201
Confluence Wealth Management
Oregon
$513K – – –
JWBC
1202
J.W. Burns & Co
New York
$506K +$739 +10 +0.1%
VFA
1203
Voya Financial Advisors
Connecticut
$503K +$4.73K +64 +1%
PAG
1204
Pinnacle Advisory Group
Maryland
$497K +$21.4K +290 +5%
EA
1205
Edge Advisors
Georgia
$495K +$158K +2,143 +47%
SCI
1206
Stableford Capital II
Arizona
$493K -$32.5K -439 -6%
SBSB
1207
Sullivan, Bruyette, Speros & Blaney
Virginia
$493K +$20K +270 +4%
WSTAM
1208
Wilbanks Smith & Thomas Asset Management
Virginia
$491K +$39.9K +540 +9%
EA
1209
Emerald Advisers
Pennsylvania
$490K -$12.7K -172 -3%
SIA
1210
Sit Investment Associates
Minnesota
$490K – – –
JIP
1211
Jaffetilchin Investment Partners
Florida
$489K -$708K -9,570 -59%
JAFL
1212
Jay A. Fishman Ltd
Michigan
$489K +$69.1K +935 +17%
DCM
1213
Driehaus Capital Management
Illinois
$486K – – –
FC
1214
Ferris Capital
Massachusetts
$483K -$2.29K -31 -0.5%
FAM
1215
Foresters Asset Management
Ontario, Canada
$477K -$436K -5,900 -53%
AA
1216
Apriem Advisors
California
$476K -$19.5K -264 -4%
SFWA
1217
Summit Financial Wealth Advisors
Louisiana
$470K +$27.3K +369 +6%
TCMG
1218
TSP Capital Management Group
New Jersey
$469K -$104K -1,400 -18%
HCM
1219
Hilton Capital Management
New York
$467K +$205K +2,770 +79%
IAMOG
1220
Investors Asset Management of Georgia
Georgia
$463K -$24.7K -334 -5%
IA
1221
IFG Advisory
Georgia
$463K +$461K +6,230 New
SCM
1222
Silver Capital Management
New York
$461K – – –
KIA
1223
KCM Investment Advisors
California
$456K -$739 -10 -0.2%
KF
1224
Krilogy Financial
Missouri
$454K -$88.5K -1,197 -16%
FFA
1225
First Foundation Advisors
California
$454K -$74.1K -1,002 -14%
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