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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1226
Parkside Financial Bank & Trust
Missouri
$127K +$16.4K +277 +15%
RFA
1227
Reilly Financial Advisors
California
$125K +$46.5K +786 +60%
SEIA
1228
Signature Estate & Investment Advisors
California
$123K +$121K +2,049 New
PB
1229
Pinnacle Bancorp
Nebraska
$123K +$122K +2,059 New
MRCM
1230
M&R Capital Management
New Jersey
$121K – – –
JWM
1231
Jacobus Wealth Management
Wisconsin
$119K +$5.21K +88 +5%
AIM
1232
Advantage Investment Management
Iowa
$118K +$60.7K +1,026 +109%
AF
1233
Arrow Financial
New York
$113K +$5.03K +85 +5%
GRP
1234
Global Retirement Partners
California
$112K +$23.8K +402 +27%
EFSCE
1235
Enterprise Financial Services Corp (EFSC)
Missouri
$110K – – –
CCS
1236
Crosspoint Capital Strategies
California
$105K – – –
PG
1237
Patten Group
Tennessee
$105K +$6.51K +110 +7%
CAW
1238
Cornerstone Advisors (Washington)
Washington
$103K -$887 -15 -0.9%
BTIS
1239
BB&T Investment Services
North Carolina
$98K +$81K +1,369 +523%
BIG
1240
Bellwether Investment Group
Tennessee
$97K -$110K -1,855 -53%
WPA
1241
West Paces Advisors
Georgia
$96.9K – – –
HFM
1242
Hartford Financial Management
Connecticut
$96K – – –
CHP
1243
Cable Hill Partners
Oregon
$96K +$8.75K +148 +10%
SGAM
1244
Smith Group Asset Management
Texas
$95K -$2.96K -50 -3%
MCM
1245
Manchester Capital Management
Vermont
$93K -$59.1K -1,000 -39%
WA
1246
WealthTrust-Arizona
Arizona
$91K – – –
DAL
1247
David A. Lorber
$90K -$8.69K -147 -9%
CFG
1248
CKW Financial Group
Hawaii
$90K – – –
SNT
1249
Security National Trust
West Virginia
$90K +$43.8K +740 +97%
CHC
1250
City Holding Co
West Virginia
$87K – – –
48 49
50
51 52