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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1201
Cipher Capital
New York
$343K -$2.93M -57,668 -91%
RIA
1202
RPG Investment Advisory
California
$343K -$15.3K -300 -5%
CFA
1203
Carroll Financial Associates
North Carolina
$341K -$22.1K -434 -7%
GVAG
1204
Great Valley Advisor Group
Delaware
$341K +$9.66K +190 +4%
CWP
1205
CFM Wealth Partners
Texas
$340K -$103K -2,035 -27%
BSW
1206
Buckingham Strategic Wealth
Missouri
$339K +$16.3K +320 +6%
AIC
1207
Ayalon Insurance Company
Israel
$338K +$201K +3,950 +258%
TFS
1208
Thoroughbred Financial Services
Tennessee
$336K -$98.6K -1,940 -26%
RCAG
1209
Rehmann Capital Advisory Group
Michigan
$335K -$74.8K -1,471 -21%
PTP
1210
Platform Technology Partners
New York
$334K +$275K +5,414 New
NDSI
1211
Newman Dignan & Sheerar Inc
Rhode Island
$333K -$44.4K -874 -14%
EA
1212
Emerald Advisors
Washington
$331K -$183K -3,592 -40%
STA
1213
Summit Trail Advisors
New York
$330K -$77.8K -1,530 -22%
JWM
1214
Jeppson Wealth Management
California
$330K +$1.32K +26 +0.5%
CFD
1215
Creative Financial Designs
Indiana
$330K +$11.4K +224 +4%
LWCFA
1216
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$328K +$166K +3,270 +160%
PA
1217
Parallel Advisors
California
$324K -$476K -9,364 -64%
TFO
1218
Tarbox Family Office
California
$323K +$7.32K +144 +3%
PCS
1219
Personal CFO Solutions
New Jersey
$322K +$266K +5,227 New
SCM
1220
Shapiro Capital Management
Georgia
$322K +$265K +5,220 New
WA
1221
WBH Advisory
Maryland
$321K -$77.4K -1,522 -23%
FLPIM
1222
F.L. Putnam Investment Management
Massachusetts
$320K -$3.81K -75 -1%
OIA
1223
Optimum Investment Advisors
Illinois
$319K -$169K -3,320 -39%
GWCM
1224
Godshalk Welsh Capital Management
Pennsylvania
$319K – – –
WCM
1225
Whitener Capital Management
North Carolina
$318K -$51.8K -1,020 -16%
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