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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1226
MV Capital Management
Maryland
$79K – – –
MWM
1227
MinichMacGregor Wealth Management
New York
$78K -$81.6K -1,513 -53%
RFA
1228
Reilly Financial Advisors
California
$77K -$8.26K -153 -11%
MBT
1229
Montecito Bank & Trust
California
$76K +$68.1K +1,263 New
OC
1230
Oakworth Capital
Alabama
$73K +$14.3K +265 +26%
FMII
1231
Farmers & Merchants Investments Inc
Nebraska
$71K -$5.34K -99 -8%
LNB
1232
Ledyard National Bank
$71K +$2.7K +50 +4%
LF
1233
Lee Financial
Texas
$71K +$64.7K +1,199 New
MSFP
1234
Mark Sheptoff Financial Planning
Connecticut
$68K -$1.08K -20 -2%
BG
1235
Bollard Group
Massachusetts
$65K +$162 +3 +0.3%
BKA
1236
Brick & Kyle Associates
Pennsylvania
$65K +$40.7K +755 +218%
CFD
1237
Creative Financial Designs
Indiana
$64K +$58.4K +1,083 New
PMFA
1238
Plante Moran Financial Advisors
Michigan
$62K +$2.48K +46 +5%
LWM
1239
LBA Wealth Management
Florida
$61K +$54K +1,000 +5,000%
AIS
1240
Accurate Investment Solutions
Pennsylvania
$60K +$19K +353 +54%
MUS
1241
Mitsubishi UFJ Securities
Japan
$59K +$34K +630 +170%
AIM
1242
Advantage Investment Management
Iowa
$56K -$8.42K -156 -14%
VIA
1243
Vantage Investment Advisors
Pennsylvania
$56K -$5.77K -107 -10%
BWP
1244
Baldwin Wealth Partners
Massachusetts
$53K -$51.3K -950 -51%
SQA
1245
Simon Quick Advisors
New Jersey
$53K +$48.1K +891 New
DBT
1246
Dubuque Bank & Trust
Iowa
$52K +$1.13K +21 +2%
PFGIA
1247
Patriot Financial Group Insurance Agency
Massachusetts
$52K +$50K +926 New
PWM
1248
Perigon Wealth Management
California
$51K – – –
ANBT
1249
American National Bank & Trust
Texas
$51K +$11.9K +220 +35%
EP
1250
Edinburgh Partners
United Kingdom
$49K – – –
48 49
50
51 52