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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
LFR
1226
Lehman Financial Resources
Pennsylvania
$11K -$109K -2,000 -90%
RBC
1227
Roble Belko & Company
Pennsylvania
$11K -$5.44K -100 -34%
TCM
1228
Tradewinds Capital Management
Washington
$11K -$1.09K -20 -9%
EMA
1229
Efficient Market Advisors
California
$11K – – –
M
1230
MOTCO
Texas
$11K – – –
IMS
1231
Index Management Solutions
Pennsylvania
$11K +$6.8K +125 +167%
AP
1232
Atwood & Palmer
Missouri
$10K – – –
PIM
1233
Parasol Investment Management
Illinois
$10K – – –
WCM
1234
Wealthcare Capital Management
Virginia
$9K -$25K -460 -73%
BCI
1235
Brinker Capital Investments
Pennsylvania
$9K – – –
FNBSF
1236
First National Bank Sioux Falls
South Dakota
$8K -$2.34K -43 -24%
TC
1237
Trust Company
Kansas
$8K +$7.62K +140 +1,400%
PTC
1238
Philadelphia Trust Company
Pennsylvania
$7.83K -$402K -7,381 -94%
BAM
1239
Barrett Asset Management
New York
$7K – – –
CFA
1240
CT Financial Advisors
Pennsylvania
$6.08K – – –
TF
1241
Tompkins Financial
New York
$6K -$1.25K -23 -19%
SGC
1242
South Georgia Capital
Illinois
$6K – – –
PRS
1243
Pinkerton Retirement Specialists
Idaho
$6K +$5.5K +101 New
CAL
1244
Capital Analysts LLC
Pennsylvania
$5.52K -$50.6K -930 -90%
CFSG
1245
Community Financial Services Group
Vermont
$5K -$6.58K -121 -56%
RCWMU
1246
Rothschild & Co Wealth Management (UK)
United Kingdom
$5K +$4.52K +83 New
ARMC
1247
American Research & Management Company
Massachusetts
$4K +$1.63K +30 +75%
APSP
1248
Asset Planning Services (Pennsylvania)
Pennsylvania
$4K +$4.03K +74 New
RWM
1249
Raffa Wealth Management
District of Columbia
$3.48K – – –
PIA
1250
Peachtree Investment Advisors
Georgia
$3K -$9.25K -170 -77%
48 49
50
51 52