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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1226
Stonegate Investment Group
Alabama
$246K -$227K -5,003 -48%
OWA
1227
One Wealth Advisors
California
$244K -$387K -8,511 -61%
BFM
1228
Boothbay Fund Management
New York
$244K -$506K -11,149 -67%
GIM
1229
Grassi Investment Management
California
$244K -$332K -7,318 -58%
WP
1230
WealthSource Partners
California
$243K +$91 +2 +0%
SFFS
1231
Stonehage Fleming Financial Services
Jersey
$242K -$88.6K -1,950 -27%
AIA
1232
Angeles Investment Advisors
California
$242K +$243K +5,341 New
PCM
1233
Pointe Capital Management
Michigan
$241K -$10.6K -234 -4%
AWM
1234
Accurate Wealth Management
Florida
$241K -$32.3K -712 -12%
SM
1235
Salzhauer Michael
$240K -$2.09M -46,000 -90%
BWG
1236
Beta Wealth Group
California
$240K +$13.6K +300 +6%
GL
1237
Graypoint LLC
New York
$239K -$70.9K -1,560 -23%
ICP
1238
Interchange Capital Partners
Pennsylvania
$238K -$625K -13,763 -72%
JE
1239
JMAC Enterprises
Pennsylvania
$236K -$119K -2,610 -33%
PCMC
1240
Private Capital Management (Colorado)
Colorado
$235K -$39.7K -875 -14%
DAM
1241
Deltec Asset Management
New York
$235K – – –
BDWCC
1242
B&D White Capital Company
Texas
$235K +$236K +5,200 New
HKIM
1243
Hayek Kallen Investment Management
Alabama
$235K +$236K +5,202 New
WFPG
1244
Waller Financial Planning Group
Ohio
$235K +$1.27K +28 +0.5%
WI
1245
WBI Investments
New Jersey
$234K -$631K -13,891 -73%
OIM
1246
Orca Investment Management
Oregon
$233K – – –
BFEC
1247
Benjamin F. Edwards & Company
Missouri
$232K -$1.32K -29 -0.6%
RRA
1248
Round Rock Advisors
Connecticut
$231K +$13.6K +300 +6%
SIC
1249
SJS Investment Consulting
Ohio
$231K +$1.14K +25 +0.5%
CWP
1250
CFM Wealth Partners
Texas
$231K -$1.45K -32 -0.6%
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50
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