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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1201
Ackerman Capital Advisors
Texas
$559K – – –
SIC
1202
Samalin Investment Counsel
New York
$558K +$516K +6,989 New
BAM
1203
Brave Asset Management
New Jersey
$557K -$251K -3,400 -33%
IAMOG
1204
Investors Asset Management of Georgia
Georgia
$557K -$8.87K -120 -2%
WSTAM
1205
Wilbanks Smith & Thomas Asset Management
Virginia
$555K -$9.16K -124 -2%
DSC
1206
Duncker Streett & Co
Missouri
$553K -$29.4K -398 -5%
HB
1207
Homrich & Berg
Georgia
$552K +$34.5K +467 +7%
MFW
1208
Meristem Family Wealth
Minnesota
$546K -$591 -8 -0.1%
FFA
1209
First Foundation Advisors
California
$543K -$1.97M -26,633 -80%
PFS
1210
Prospera Financial Services
Texas
$542K +$13K +176 +3%
BS
1211
Boenning & Scattergood
Pennsylvania
$542K +$129K +1,749 +35%
TU
1212
TDAM USA
Ontario, Canada
$535K -$172K -2,332 -26%
CB
1213
CNB Bank
Pennsylvania
$530K -$38.1K -515 -7%
AWA
1214
Arete Wealth Advisors
Illinois
$526K -$230K -3,109 -32%
CM
1215
Columbus Macro
Pennsylvania
$526K -$30.5K -413 -6%
HC
1216
HNP Capital
New York
$526K +$72.7K +984 +17%
SBSB
1217
Sullivan, Bruyette, Speros & Blaney
Virginia
$524K +$16K +217 +3%
CWP
1218
CFM Wealth Partners
Texas
$524K +$478K +6,474 New
VRM
1219
Vectors Research Management
New York
$522K +$65.8K +891 +16%
PFC
1220
Phocas Financial Corp
California
$520K – – –
KF
1221
Krilogy Financial
Missouri
$518K +$83.4K +1,129 +21%
AA
1222
Apriem Advisors
California
$517K +$29.9K +405 +7%
HAM
1223
Highstreet Asset Management
Ontario, Canada
$514K -$124K -1,674 -21%
GLI
1224
Guardian Life Insurance
New York
$514K -$13.4K -182 -3%
MWC
1225
MBM Wealth Consultants
Missouri
$514K +$17.4K +236 +4%
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