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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
1201
Westover Capital Advisors
Delaware
$422K +$44.4K +653 +12%
AA
1202
Apriem Advisors
California
$419K -$544 -8 -0.1%
AIA
1203
Avalon Investment & Advisory
Texas
$417K -$136K -1,993 -25%
EF
1204
Empirical Finance
Pennsylvania
$416K +$6.26K +92 +2%
TAM
1205
Trust Asset Management
Texas
$412K +$27.9K +410 +7%
SW
1206
SlateStone Wealth
Florida
$408K +$69.7K +1,025 +21%
RM
1207
Resource Management
Louisiana
$406K -$8.71K -128 -2%
FMT
1208
First Mercantile Trust
Tennessee
$406K -$612 -9 -0.2%
CCA
1209
Cobblestone Capital Advisors
New York
$406K +$70K +1,029 +21%
BFPW
1210
BOK Financial Private Wealth
Colorado
$405K +$3.33K +49 +0.8%
CF
1211
Centaurus Financial
California
$398K -$623K -9,159 -61%
CL
1212
Choreo LLC
Illinois
$398K -$150K -2,198 -28%
SFFS
1213
Stonehage Fleming Financial Services
Jersey
$398K – – –
M
1214
Mirova
France
$398K +$82K +1,206 +26%
RCM
1215
RB Capital Management
Nevada
$392K -$3.13K -46 -0.8%
MWM
1216
Meridian Wealth Management
Kentucky
$392K +$108K +1,588 +39%
TFO
1217
Tarbox Family Office
California
$390K – – –
VRM
1218
Vectors Research Management
New York
$390K +$83.8K +1,232 +28%
RIA
1219
RPG Investment Advisory
California
$389K +$27.2K +400 +8%
TFCP
1220
Twin Focus Capital Partners
Massachusetts
$388K -$14.9K -219 -4%
PPP
1221
Private Portfolio Partners
New Jersey
$384K -$203K -2,984 -35%
GPA
1222
Garrison Point Advisors
California
$384K – – –
TFS
1223
TrustCore Financial Services
Tennessee
$383K +$8.5K +125 +2%
HC
1224
HNP Capital
New York
$377K +$83.8K +1,232 +28%
JAFL
1225
Jay A. Fishman Ltd
Michigan
$376K +$22.1K +325 +6%
47 48
49
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