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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1201
Sit Investment Associates
Minnesota
$444K – – –
EA
1202
Emerald Advisers
Pennsylvania
$444K +$225 +3 +0%
AA
1203
Apriem Advisors
California
$440K +$9.1K +121 +2%
DCM
1204
Driehaus Capital Management
Illinois
$433K -$8.49K -113 -2%
ECM
1205
Evergreen Capital Management
Washington
$430K +$478K +6,364 New
HAG
1206
HighPoint Advisor Group
Illinois
$426K -$740K -9,843 -61%
RM
1207
Resource Management
Louisiana
$426K -$65.9K -877 -12%
IA
1208
IFG Advisory
Georgia
$424K +$4.28K +57 +0.9%
SBSB
1209
Sullivan, Bruyette, Speros & Blaney
Virginia
$421K -$29.3K -390 -6%
CWM
1210
Confluence Wealth Management
Oregon
$420K -$50.3K -669 -10%
IAMOG
1211
Investors Asset Management of Georgia
Georgia
$420K – – –
FRM
1212
Fox Run Management
Connecticut
$415K -$343K -4,557 -43%
KF
1213
Krilogy Financial
Missouri
$413K +$2.1K +28 +0.5%
GLI
1214
Guardian Life Insurance
New York
$411K -$206K -2,738 -31%
RIA
1215
Regal Investment Advisors
Michigan
$409K +$56.4K +751 +14%
BHBT
1216
Burke & Herbert Bank & Trust
Virginia
$407K – – –
LIC
1217
Lodestar Investment Counsel
Illinois
$407K – – –
WPW
1218
Waldron Private Wealth
Pennsylvania
$406K – – –
KIA
1219
KCM Investment Advisors
California
$405K -$9.4K -125 -2%
GJIC
1220
Gamble Jones Investment Counsel
California
$405K – – –
SFWA
1221
Summit Financial Wealth Advisors
Louisiana
$404K -$25.7K -342 -5%
AWA
1222
ARS Wealth Advisors
Florida
$403K +$243K +3,228 +118%
B
1223
Bailard
California
$400K -$12.3K -164 -3%
HPC
1224
HM Payson & Co
Maine
$400K +$1.88K +25 +0.4%
FAM
1225
Flaharty Asset Management
Florida
$400K +$444K +5,901 New
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