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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
1251
Argent Trust Co
Tennessee
$404K -$16.8K -227 -4%
SWMG
1252
Signature Wealth Management Group
Georgia
$402K +$400K +5,404 New
CCM
1253
Coldstream Capital Management
Washington
$396K +$80.8K +1,093 +26%
RIA
1254
Regal Investment Advisors
Michigan
$395K +$31.6K +427 +9%
TBNY
1255
Trustco Bank (New York)
New York
$393K – – –
CCIA
1256
Campbell & Co Investment Adviser
Maryland
$391K +$389K +5,260 New
GEM
1257
Global Endowment Management
North Carolina
$390K -$104K -1,400 -21%
CFA
1258
Carroll Financial Associates
North Carolina
$389K +$15.8K +213 +4%
1WA
1259
180 Wealth Advisors
Washington
$387K +$384K +5,197 New
QAM
1260
Quantres Asset Management
Cayman Islands
$387K +$385K +5,200 New
AC
1261
Abbrea Capital
California
$385K +$19.6K +265 +5%
GAG
1262
GM Advisory Group
New York
$385K +$382K +5,172 New
CNBT
1263
Canandaigua National Bank & Trust
New York
$384K – – –
PGFC
1264
Peapack-Gladstone Financial Corp
New Jersey
$383K -$54.5K -737 -13%
CAG
1265
Crestwood Advisors Group
Massachusetts
$383K +$14.8K +200 +4%
BTIS
1266
BB&T Investment Services
North Carolina
$379K +$17.8K +241 +5%
IAM
1267
ICM Asset Management
Washington
$379K +$88K +1,190 +31%
NAM
1268
NTV Asset Management
West Virginia
$378K – – –
RWM
1269
Rench Wealth Management
Texas
$373K -$3.99K -54 -1%
EIP
1270
Epoch Investment Partners
New York
$373K +$73.2K +990 +25%
EWM
1271
Evermay Wealth Management
Virginia
$373K +$370K +5,010 New
BHIA
1272
Birch Hill Investment Advisors
Massachusetts
$372K -$739K -10,000 -67%
HA
1273
Harbor Advisors
Florida
$372K – – –
TNAM
1274
Terra Nova Asset Management
New York
$372K +$10.4K +140 +3%
BSW
1275
Buckingham Strategic Wealth
Missouri
$370K -$70.5K -953 -16%
49 50
51
52 53