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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1251
Shepherd Financial Partners
Massachusetts
$358K -$16.6K -221 -4%
MA
1252
MANA Advisors
New York
$355K +$395K +5,257 New
CLOS
1253
Compagnie Lombard Odier SCmA
Switzerland
$354K -$211K -2,802 -35%
BFEC
1254
Benjamin F. Edwards & Company
Missouri
$354K -$21.6K -287 -5%
BSW
1255
Buckingham Strategic Wealth
Missouri
$354K +$21K +280 +6%
FFA
1256
First Foundation Advisors
California
$353K -$65.7K -874 -14%
HH
1257
Hilltop Holdings
Texas
$352K -$1.15M -15,308 -75%
TBNY
1258
Trustco Bank (New York)
New York
$350K -$7.52K -100 -2%
LFR
1259
Lehman Financial Resources
Pennsylvania
$348K -$52.6K -700 -12%
MCP
1260
Mirador Capital Partners
California
$348K +$31.2K +415 +9%
GEM
1261
Global Endowment Management
North Carolina
$347K -$7.52K -100 -2%
IAM
1262
ICM Asset Management
Washington
$344K – – –
HCM
1263
Hilton Capital Management
New York
$343K -$89.1K -1,185 -19%
NAM
1264
NTV Asset Management
West Virginia
$343K – – –
GAG
1265
GM Advisory Group
New York
$341K -$8.57K -114 -2%
RWM
1266
Rench Wealth Management
Texas
$340K +$1.5K +20 +0.4%
USGIU
1267
U.S. Global Investors (USGI)
Texas
$338K -$150K -2,000 -29%
EIP
1268
Epoch Investment Partners
New York
$338K – – –
HA
1269
Harbor Advisors
Florida
$338K – – –
1WA
1270
180 Wealth Advisors
Washington
$337K -$18.7K -249 -5%
TNAM
1271
Terra Nova Asset Management
New York
$337K – – –
LNC
1272
Lincoln National Corp
Pennsylvania
$336K -$229K -3,042 -38%
CPP
1273
Crow Point Partners
Massachusetts
$334K -$246K -3,276 -40%
IC
1274
InterOcean Capital
Illinois
$334K +$371K +4,942 New
IOOF
1275
Independent Order of Foresters
Ontario, Canada
$332K -$2.25K -30 -0.6%
49 50
51
52 53