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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
1226
Edge Capital Group
Georgia
$207K -$15K -302 -6%
PCP
1227
Proficio Capital Partners
Massachusetts
$206K -$975K -19,581 -79%
CA
1228
Commerzbank Aktiengesellschaft
Germany
$206K -$7.47K -150 -3%
BDWM
1229
Brewin Dolphin Wealth Management
Ireland
$205K -$1.36M -27,390 -85%
PFC
1230
Phocas Financial Corp
California
$205K -$233K -4,677 Closed
ECM
1231
Evergreen Capital Management
Washington
$205K -$63.7K -1,279 -21%
GW
1232
GW & Wade
Massachusetts
$205K -$897 -18 -0.4%
SIAP
1233
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$205K – – –
PGFC
1234
Peapack-Gladstone Financial Corp
New Jersey
$205K +$13.9K +279 +6%
CDH
1235
Charles D. Hyman
$205K +$236K +4,746 New
UBG
1236
United Bank (Georgia)
Georgia
$203K -$137K -2,745 -37%
TBNY
1237
Trustco Bank (New York)
New York
$203K – – –
GL
1238
Graypoint LLC
New York
$203K +$10.6K +212 +5%
BWM
1239
Buckley Wealth Management
Nevada
$203K +$22.6K +453 +11%
GEA
1240
Glen Eagle Advisors
New Jersey
$203K -$12.5K -250 -5%
PNC
1241
Park National Corp
Ohio
$201K +$9.96K +200 +4%
SBSB
1242
Sullivan, Bruyette, Speros & Blaney
Virginia
$197K -$47.3K -950 -17%
APWA
1243
Atlas Private Wealth Advisors
New Jersey
$193K -$91.7K -1,841 -29%
CF
1244
Centaurus Financial
California
$190K -$72.7K -1,459 -25%
ZB
1245
Zions Bancorporation
Utah
$189K +$33.5K +673 +18%
HFM
1246
Hartford Financial Management
Connecticut
$186K – – –
TAIM
1247
TD Ameritrade Investment Management
Nebraska
$184K +$90.2K +1,810 +74%
HWA
1248
Heritage Wealth Advisors
Virginia
$184K +$27.1K +544 +12%
AP
1249
Atwood & Palmer
Missouri
$182K -$7.52K -151 -3%
OC
1250
Oakworth Capital
Alabama
$180K -$199 -4 -0.1%
48 49
50
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