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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
1226
HM Payson & Co
Maine
$411K -$56K -792 -12%
IOOF
1227
Independent Order of Foresters
Ontario, Canada
$411K – – –
TFO
1228
Tarbox Family Office
California
$410K – – –
SSP
1229
Sapphire Star Partners
Washington
$409K – – –
SP
1230
Successful Portfolios
Florida
$407K -$1.41K -20 -0.4%
TG
1231
TLP Group
Illinois
$406K +$19.4K +275 +5%
EP
1232
Edgestream Partners
New Jersey
$406K +$400K +5,656 New
FC
1233
Ferris Capital
Massachusetts
$404K -$10.2K -144 -2%
RIA
1234
Regal Investment Advisors
Michigan
$403K +$60K +849 +18%
PAG
1235
Pinnacle Advisory Group
Maryland
$402K -$41.4K -586 -9%
QAM
1236
QCI Asset Management
New York
$402K -$14.1K -200 -3%
BB
1237
Bell Bank
North Dakota
$402K -$71 -1 -0%
BBA
1238
BLB&B Advisors
Pennsylvania
$400K +$174K +2,460 +79%
AC
1239
Abbrea Capital
California
$399K +$8.27K +117 +2%
WAG
1240
Winthrop Advisory Group
Massachusetts
$394K +$73.5K +1,039 +23%
GWCM
1241
Godshalk Welsh Capital Management
Pennsylvania
$393K +$3.54K +50 +0.9%
PWPS
1242
Pinnacle Wealth Planning Services
Ohio
$392K -$3.04K -43 -0.8%
MIM
1243
Montgomery Investment Management
Maryland
$392K -$1.13K -16 -0.3%
FA
1244
Fortis Advisors
Pennsylvania
$391K – – –
OWA
1245
One Wealth Advisors
California
$388K +$12K +170 +3%
TFS
1246
TrustCore Financial Services
Tennessee
$386K +$14.5K +205 +4%
AAP
1247
Arax Advisory Partners
Colorado
$382K -$175K -2,472 -32%
GLA
1248
Good Life Advisors
Pennsylvania
$377K -$58K -820 -14%
EF
1249
Empirical Finance
Pennsylvania
$376K +$40.4K +572 +12%
CA
1250
Clearstead Advisors
Ohio
$375K -$40.6K -574 -10%
48 49
50
51 52