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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1251
Baldwin Wealth Partners
Massachusetts
$53K -$51.3K -950 -51%
SQA
1252
Simon Quick Advisors
New Jersey
$53K +$48.1K +891 New
DBT
1253
Dubuque Bank & Trust
Iowa
$52K +$1.13K +21 +2%
PFGIA
1254
Patriot Financial Group Insurance Agency
Massachusetts
$52K +$50K +926 New
PWM
1255
Perigon Wealth Management
California
$51K – – –
ANBT
1256
American National Bank & Trust
Texas
$51K +$11.9K +220 +35%
EP
1257
Edinburgh Partners
United Kingdom
$49K – – –
HFM
1258
Harvest Fund Management
China
$49K +$44.6K +826 New
PFSC
1259
Peoples Financial Services Corp
Pennsylvania
$47K -$7.61K -141 -11%
AC
1260
Alexandria Capital
Virginia
$47K +$18.1K +336 +73%
WA
1261
Winfield Associates
Ohio
$46K +$8.2K +152 +24%
SNT
1262
Security National Trust
West Virginia
$45K – – –
AF
1263
Allworth Financial
California
$44K +$9.17K +170 +30%
HCM
1264
Horrell Capital Management
Arkansas
$42K – – –
CFS
1265
Commonwealth Financial Services
West Virginia
$41K – – –
DAM
1266
Delta Asset Management
Tennessee
$37K – – –
FFW
1267
Fusion Family Wealth
New York
$37K +$33.6K +622 New
HCC
1268
Hirtle Callaghan & Co
Pennsylvania
$36K -$210K -3,886 -87%
IR
1269
Invictus RG
Bermuda
$35K -$134K -2,490 -81%
LJHT
1270
Laurie J. Hall Trustee
$35K +$30.8K +570 New
LWM
1271
Lenox Wealth Management
Ohio
$34K +$10.4K +193 +51%
IIC
1272
Integrated Investment Consultants
Michigan
$30K -$28.1K -520 -51%
M
1273
MOTCO
Texas
$30K -$9.98K -185 -27%
CCM
1274
Cribstone Capital Management
Maine
$29K – – –
LCM
1275
Liberty Capital Management
Michigan
$29K – – –
49 50
51
52 53