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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1226
Trust Asset Management
Texas
$389K +$48.1K +719 +15%
WCA
1227
Westover Capital Advisors
Delaware
$382K +$2.48K +37 +0.7%
MIM
1228
Montgomery Investment Management
Maryland
$381K – – –
TFS
1229
TrustCore Financial Services
Tennessee
$380K -$24.8K -370 -6%
CA
1230
Calton & Associates
Florida
$378K -$167K -2,496 -32%
CCM
1231
Coldstream Capital Management
Washington
$376K +$94.1K +1,407 +36%
BWP
1232
Bernardo Wealth Planning
Pennsylvania
$375K +$4.48K +67 +1%
FA
1233
Fortis Advisors
Pennsylvania
$374K – – –
CCMT
1234
CMT Capital Markets Trading
Germany
$373K -$238K -3,555 -40%
PP
1235
PagnatoKarp Partners
Virginia
$371K +$30.6K +458 +9%
BB
1236
Bell Bank
North Dakota
$370K -$1.14K -17 -0.3%
RIA
1237
RPG Investment Advisory
California
$370K +$348K +5,202 +20,808%
NFC
1238
Northeast Financial Consultants
Connecticut
$369K -$115K -1,720 -25%
CPA
1239
Clear Perspective Advisors
Illinois
$366K -$66.9K -1,000 -16%
SP
1240
Successful Portfolios
Florida
$366K -$10K -150 -3%
AWA
1241
Arete Wealth Advisors
Illinois
$365K +$348K +5,201 New
IA
1242
IFG Advisory
Georgia
$364K -$50.8K -759 -13%
RWM
1243
Rench Wealth Management
Texas
$364K +$2.27K +34 +0.7%
WAG
1244
Winthrop Advisory Group
Massachusetts
$364K +$29.8K +446 +9%
HWA
1245
Heritage Wealth Advisors
Virginia
$364K +$66.9K +1,000 +19%
AAP
1246
Arax Advisory Partners
Colorado
$363K +$347K +5,185 New
WCM
1247
Weik Capital Management
Pennsylvania
$361K -$26.8K -400 -7%
MA
1248
Mutual Advisors
Nebraska
$360K +$4.55K +68 +1%
LFA
1249
Legacy Financial Advisors
Kentucky
$359K -$20K -299 -6%
JAFL
1250
Jay A. Fishman Ltd
Michigan
$359K -$13.4K -201 -4%
48 49
50
51 52