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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
GAG
1251
GM Advisory Group
New York
$375K – – –
HB
1252
Homrich & Berg
Georgia
$373K +$74K +1,047 +25%
ST
1253
Smithfield Trust
Pennsylvania
$372K -$38K -537 -9%
PWM
1254
Perigon Wealth Management
California
$372K +$367K +5,187 New
TBNY
1255
Trustco Bank (New York)
New York
$371K – – –
GCM
1256
Gladius Capital Management
Illinois
$370K -$266K -3,764 -42%
MWP
1257
MYCIO Wealth Partners
Pennsylvania
$370K +$16.1K +228 +5%
AAMU
1258
AEGON Asset Management (UK)
United Kingdom
$370K +$365K +5,161 New
BAM
1259
Brave Asset Management
New Jersey
$369K +$70.7K +1,000 +24%
OGC
1260
Oak Grove Capital
New Hampshire
$368K -$17.7K -250 -5%
PGWM
1261
Parisi Gray Wealth Management
New Jersey
$366K -$8.84K -125 -2%
XS
1262
XR Securities
Illinois
$366K +$35.4K +500 +11%
SBSB
1263
Sullivan, Bruyette, Speros & Blaney
Virginia
$365K -$31.2K -441 -8%
SYBT
1264
Stock Yards Bank & Trust
Kentucky
$365K -$9.97K -141 -3%
RWM
1265
Rench Wealth Management
Texas
$365K +$2.12K +30 +0.6%
APP
1266
Avantax Planning Partners
Iowa
$365K +$9.12K +129 +3%
CGT
1267
Capital Guardian Trust
California
$365K +$360K +5,093 New
SFSIG
1268
San Francisco Sentry Investment Group
California
$364K +$79.8K +1,129 +29%
EWM
1269
Evermay Wealth Management
Virginia
$359K -$124K -1,750 -26%
HA
1270
Harbor Advisors
Florida
$359K – – –
GFP
1271
Gryphon Financial Partners
Ohio
$356K +$255K +3,609 +267%
CAM
1272
Claret Asset Management
Quebec, Canada
$354K +$39.7K +562 +13%
MBA
1273
McQueen Ball & Associates
Pennsylvania
$353K – – –
PG
1274
Patten Group
Tennessee
$353K +$82.4K +1,166 +31%
FPCP
1275
Fort Point Capital Partners
California
$352K +$88.4K +1,251 +34%
49 50
51
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