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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
1251
Buckingham Strategic Wealth
Missouri
$354K +$21K +280 +6%
FFA
1252
First Foundation Advisors
California
$353K -$65.7K -874 -14%
HH
1253
Hilltop Holdings
Texas
$352K -$1.15M -15,308 -75%
TBNY
1254
Trustco Bank (New York)
New York
$350K -$7.52K -100 -2%
LFR
1255
Lehman Financial Resources
Pennsylvania
$348K -$52.6K -700 -12%
MCP
1256
Mirador Capital Partners
California
$348K +$31.2K +415 +9%
GEM
1257
Global Endowment Management
North Carolina
$347K -$7.52K -100 -2%
IAM
1258
ICM Asset Management
Washington
$344K – – –
HCM
1259
Hilton Capital Management
New York
$343K -$89.1K -1,185 -19%
NAM
1260
NTV Asset Management
West Virginia
$343K – – –
GAG
1261
GM Advisory Group
New York
$341K -$8.57K -114 -2%
RWM
1262
Rench Wealth Management
Texas
$340K +$1.5K +20 +0.4%
USGIU
1263
U.S. Global Investors (USGI)
Texas
$338K -$150K -2,000 -29%
EIP
1264
Epoch Investment Partners
New York
$338K – – –
HA
1265
Harbor Advisors
Florida
$338K – – –
1WA
1266
180 Wealth Advisors
Washington
$337K -$18.7K -249 -5%
TNAM
1267
Terra Nova Asset Management
New York
$337K – – –
LNC
1268
Lincoln National Corp
Pennsylvania
$336K -$229K -3,042 -38%
CPP
1269
Crow Point Partners
Massachusetts
$334K -$246K -3,276 -40%
IC
1270
InterOcean Capital
Illinois
$334K +$371K +4,942 New
IOOF
1271
Independent Order of Foresters
Ontario, Canada
$332K -$2.25K -30 -0.6%
MBA
1272
McQueen Ball & Associates
Pennsylvania
$332K – – –
BC
1273
Blueport Capital
Texas
$331K +$264K +3,507 +252%
RMDI
1274
R.M. Davis Inc
Maine
$330K +$14.9K +198 +4%
CWM
1275
Circle Wealth Management
New Jersey
$328K +$12.5K +166 +4%
49 50
51
52 53