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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1201
Trust Asset Management
Texas
$248K – – –
RIA
1202
RPG Investment Advisory
California
$243K -$10.1K -150 -3%
SFFS
1203
Stonehage Fleming Financial Services
Jersey
$242K -$134K -2,000 -26%
RCM
1204
RB Capital Management
Nevada
$241K +$124K +1,843 +43%
FFA
1205
First Foundation Advisors
California
$238K -$78.1K -1,163 -17%
CBFP
1206
Cedar Brook Financial Partners
Ohio
$238K +$104K +1,555 +38%
TCA
1207
Transcend Capital Advisors
New Jersey
$236K -$966K -14,391 -72%
PAS
1208
Partnervest Advisory Services
California
$235K +$98.8K +1,472 +36%
SIAP
1209
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$235K +$326K +4,850 +644%
TFS
1210
TrustCore Financial Services
Tennessee
$234K +$10.4K +155 +3%
ADL
1211
Asset Dedication LLC
California
$233K -$129K -1,915 -26%
BDS
1212
Banco de Sabadell
Florida
$232K -$53.7K -800 -13%
PFC
1213
Phocas Financial Corp
California
$230K -$69.8K -1,040 -16%
MIM
1214
Montgomery Investment Management
Maryland
$228K -$1.48K -22 -0.4%
CIC
1215
Chilton Investment Company
Connecticut
$228K +$363K +5,411 New
CL
1216
CPWM LLC
Washington
$227K -$699K -10,414 -66%
LC
1217
LCNB Corp
Ohio
$227K +$59.3K +883 +20%
BPA
1218
Beacon Pointe Advisors
California
$227K +$76.4K +1,138 +27%
HIA
1219
Harbor Investment Advisory
Maryland
$226K +$111K +1,650 +44%
WAG
1220
Winthrop Advisory Group
Massachusetts
$226K +$180K +2,675 +69%
WAS
1221
WESPAC Advisors SoCal
California
$225K -$237K -3,535 -42%
WT
1222
Washington Trust
Rhode Island
$224K +$356K +5,309 New
BPCE
1223
Bank Pictet & Cie (Europe)
Germany
$223K -$289K -4,300 -45%
HPWM
1224
Highland Private Wealth Management
Washington
$223K -$23.6K -352 -6%
CF
1225
Centaurus Financial
California
$222K -$54.9K -818 -13%
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