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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
IMS
1226
Index Management Solutions
Pennsylvania
$11K +$6.8K +125 +167%
AP
1227
Atwood & Palmer
Missouri
$10K – – –
PIM
1228
Parasol Investment Management
Illinois
$10K – – –
WCM
1229
Wealthcare Capital Management
Virginia
$9K -$25K -460 -73%
BCI
1230
Brinker Capital Investments
Pennsylvania
$9K – – –
FNBSF
1231
First National Bank Sioux Falls
South Dakota
$8K -$2.34K -43 -24%
TC
1232
Trust Company
Kansas
$8K +$7.62K +140 +1,400%
PTC
1233
Philadelphia Trust Company
Pennsylvania
$7.83K -$402K -7,381 -94%
BAM
1234
Barrett Asset Management
New York
$7K – – –
LM
1235
Lincluden Management
Ontario, Canada
$6.48K -$449K -8,250 -7%
FNBOO
1236
First National Bank of Omaha
Nebraska
$6.46K – – –
CFA
1237
CT Financial Advisors
Pennsylvania
$6.08K – – –
TF
1238
Tompkins Financial
New York
$6K -$1.25K -23 -19%
SGC
1239
South Georgia Capital
Illinois
$6K – – –
PRS
1240
Pinkerton Retirement Specialists
Idaho
$6K +$5.5K +101 New
CAL
1241
Capital Analysts LLC
Pennsylvania
$5.52K -$50.6K -930 -90%
CFSG
1242
Community Financial Services Group
Vermont
$5K -$6.58K -121 -56%
RCWMU
1243
Rothschild & Co Wealth Management (UK)
United Kingdom
$5K +$4.52K +83 New
ARMC
1244
American Research & Management Company
Massachusetts
$4K +$1.63K +30 +75%
APSP
1245
Asset Planning Services (Pennsylvania)
Pennsylvania
$4K +$4.03K +74 New
RWM
1246
Raffa Wealth Management
District of Columbia
$3.48K – – –
PIA
1247
Peachtree Investment Advisors
Georgia
$3K -$9.25K -170 -77%
AA
1248
AlphaMark Advisors
Kentucky
$3K – – –
AT
1249
Arden Trust
Delaware
$2.24K -$127K -2,336 -5%
WA
1250
Winfield Associates
Ohio
$2K -$10.9K -200 -83%
48 49
50
51 52