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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
QAM
1201
QCI Asset Management
New York
$450K +$64.6K +860 +15%
MMG
1202
Monetary Management Group
Missouri
$449K -$26.3K -350 -5%
IIC
1203
Integrated Investment Consultants
Michigan
$446K +$497K +6,609 New
EA
1204
Edge Advisors
Georgia
$444K -$5.49K -73 -1%
SIA
1205
Sit Investment Associates
Minnesota
$444K – – –
EA
1206
Emerald Advisers
Pennsylvania
$444K +$225 +3 +0%
AA
1207
Apriem Advisors
California
$440K +$9.1K +121 +2%
DCM
1208
Driehaus Capital Management
Illinois
$433K -$8.49K -113 -2%
ECM
1209
Evergreen Capital Management
Washington
$430K +$478K +6,364 New
HAG
1210
HighPoint Advisor Group
Illinois
$426K -$740K -9,843 -61%
RM
1211
Resource Management
Louisiana
$426K -$65.9K -877 -12%
IA
1212
IFG Advisory
Georgia
$424K +$4.28K +57 +0.9%
SBSB
1213
Sullivan, Bruyette, Speros & Blaney
Virginia
$421K -$29.3K -390 -6%
CWM
1214
Confluence Wealth Management
Oregon
$420K -$50.3K -669 -10%
IAMOG
1215
Investors Asset Management of Georgia
Georgia
$420K – – –
FRM
1216
Fox Run Management
Connecticut
$415K -$343K -4,557 -43%
KF
1217
Krilogy Financial
Missouri
$413K +$2.1K +28 +0.5%
GLI
1218
Guardian Life Insurance
New York
$411K -$206K -2,738 -31%
RIA
1219
Regal Investment Advisors
Michigan
$409K +$56.4K +751 +14%
BHBT
1220
Burke & Herbert Bank & Trust
Virginia
$407K – – –
LIC
1221
Lodestar Investment Counsel
Illinois
$407K – – –
WPW
1222
Waldron Private Wealth
Pennsylvania
$406K – – –
KIA
1223
KCM Investment Advisors
California
$405K -$9.4K -125 -2%
GJIC
1224
Gamble Jones Investment Counsel
California
$405K – – –
SFWA
1225
Summit Financial Wealth Advisors
Louisiana
$404K -$25.7K -342 -5%
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