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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
RM
1201
Resource Management
Louisiana
$406K -$8.71K -128 -2%
FMT
1202
First Mercantile Trust
Tennessee
$406K -$612 -9 -0.2%
CCA
1203
Cobblestone Capital Advisors
New York
$406K +$70K +1,029 +21%
BFPW
1204
BOK Financial Private Wealth
Colorado
$405K +$3.33K +49 +0.8%
CF
1205
Centaurus Financial
California
$398K -$623K -9,159 -61%
CL
1206
Choreo LLC
Illinois
$398K -$150K -2,198 -28%
SFFS
1207
Stonehage Fleming Financial Services
Jersey
$398K – – –
M
1208
Mirova
France
$398K +$82K +1,206 +26%
RCM
1209
RB Capital Management
Nevada
$392K -$3.13K -46 -0.8%
MWM
1210
Meridian Wealth Management
Kentucky
$392K +$108K +1,588 +39%
TFO
1211
Tarbox Family Office
California
$390K – – –
VRM
1212
Vectors Research Management
New York
$390K +$83.8K +1,232 +28%
RIA
1213
RPG Investment Advisory
California
$389K +$27.2K +400 +8%
TFCP
1214
Twin Focus Capital Partners
Massachusetts
$388K -$14.9K -219 -4%
PPP
1215
Private Portfolio Partners
New Jersey
$384K -$203K -2,984 -35%
GPA
1216
Garrison Point Advisors
California
$384K – – –
TFS
1217
TrustCore Financial Services
Tennessee
$383K +$8.5K +125 +2%
HC
1218
HNP Capital
New York
$377K +$83.8K +1,232 +28%
JAFL
1219
Jay A. Fishman Ltd
Michigan
$376K +$22.1K +325 +6%
MIM
1220
Montgomery Investment Management
Maryland
$376K – – –
PP
1221
PagnatoKarp Partners
Virginia
$371K +$4.96K +73 +1%
NFC
1222
Northeast Financial Consultants
Connecticut
$371K +$7.28K +107 +2%
KF
1223
Krilogy Financial
Missouri
$370K -$14.3K -210 -4%
BFM
1224
Boothbay Fund Management
New York
$366K -$42.4K -624 -11%
BB
1225
Bell Bank
North Dakota
$365K – – –
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