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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
B
1226
Bailard
California
$307K -$25K -395 -6%
EWA
1227
EP Wealth Advisors
California
$303K -$32.3K -510 -8%
WCA
1228
Westover Capital Advisors
Delaware
$300K +$85.9K +1,356 +31%
BWP
1229
Bernardo Wealth Planning
Pennsylvania
$300K +$365K +5,757 New
SFSIG
1230
San Francisco Sentry Investment Group
California
$299K +$42.6K +672 +13%
HCM
1231
Highlander Capital Management
New Jersey
$297K -$508K -8,021 -59%
EMG
1232
Ellington Management Group
Connecticut
$297K -$76K -1,200 -17%
SSP
1233
Sapphire Star Partners
Washington
$297K – – –
LDFR
1234
Lehman & Derafelo Financial Resources
Pennsylvania
$297K +$361K +5,700 New
IOOF
1235
Independent Order of Foresters
Ontario, Canada
$296K -$3.17K -50 -0.9%
CA
1236
Clearstead Advisors
Ohio
$296K +$29.1K +459 +9%
LC
1237
Lourd Capital
California
$295K -$195K -3,077 -35%
BJL
1238
Brighton Jones LLC
Washington
$294K -$35K -552 -9%
TFO
1239
Tarbox Family Office
California
$292K -$6.46K -102 -2%
MIH
1240
Meitav Investment House
Israel
$292K – – –
QAM
1241
QCI Asset Management
New York
$292K – – –
JWBC
1242
J.W. Burns & Co
New York
$290K -$81.2K -1,282 -19%
IA
1243
IFG Advisory
Georgia
$289K -$127K -2,001 -26%
WCM
1244
Weik Capital Management
Pennsylvania
$289K -$101K -1,600 -22%
SDWMA
1245
Schneider Downs Wealth Management Advisors
Pennsylvania
$289K +$351K +5,550 New
MMG
1246
Monetary Management Group
Missouri
$288K -$15.8K -250 -4%
SP
1247
Successful Portfolios
Florida
$287K -$9.81K -155 -3%
WCA
1248
Windsor Creek Advisors
Vermont
$286K +$348K +5,500 New
IWC
1249
Integrated Wealth Concepts
Massachusetts
$285K +$93.8K +1,481 +37%
EGA
1250
Eagle Global Advisors
Texas
$285K +$127K +2,000 +58%
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50
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