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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1251
Harvest Fund Management
China
$49K +$44.6K +826 New
PFSC
1252
Peoples Financial Services Corp
Pennsylvania
$47K -$7.61K -141 -11%
AC
1253
Alexandria Capital
Virginia
$47K +$18.1K +336 +73%
WA
1254
Winfield Associates
Ohio
$46K +$8.2K +152 +24%
SNT
1255
Security National Trust
West Virginia
$45K – – –
AF
1256
Allworth Financial
California
$44K +$9.17K +170 +30%
HCM
1257
Horrell Capital Management
Arkansas
$42K – – –
CFS
1258
Commonwealth Financial Services
West Virginia
$41K – – –
DAM
1259
Delta Asset Management
Tennessee
$37K – – –
FFW
1260
Fusion Family Wealth
New York
$37K +$33.6K +622 New
HCC
1261
Hirtle Callaghan & Co
Pennsylvania
$36K -$210K -3,886 -87%
IR
1262
Invictus RG
Bermuda
$35K -$134K -2,490 -81%
LJHT
1263
Laurie J. Hall Trustee
$35K +$30.8K +570 New
LWM
1264
Lenox Wealth Management
Ohio
$34K +$10.4K +193 +51%
IIC
1265
Integrated Investment Consultants
Michigan
$30K -$28.1K -520 -51%
M
1266
MOTCO
Texas
$30K -$9.98K -185 -27%
CCM
1267
Cribstone Capital Management
Maine
$29K – – –
LCM
1268
Liberty Capital Management
Michigan
$29K – – –
AWM
1269
AllSquare Wealth Management
New York
$28K – – –
GI
1270
Gradient Investments
Minnesota
$28K +$4.21K +78 +20%
AWMS
1271
Advocacy Wealth Management Services
Georgia
$27K -$5.77K -107 -19%
SFG
1272
Sage Financial Group
Pennsylvania
$27K – – –
JFA
1273
JNBA Financial Advisors
Minnesota
$26K -$296K -5,495 -93%
CBT
1274
Central Bank & Trust
Kentucky
$25K – – –
KPCM
1275
Kings Point Capital Management
New York
$25K – – –
49 50
51
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