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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
1251
Winthrop Advisory Group
Massachusetts
$364K +$29.8K +446 +9%
HWA
1252
Heritage Wealth Advisors
Virginia
$364K +$66.9K +1,000 +19%
AAP
1253
Arax Advisory Partners
Colorado
$363K +$347K +5,185 New
WCM
1254
Weik Capital Management
Pennsylvania
$361K -$26.8K -400 -7%
MA
1255
Mutual Advisors
Nebraska
$360K +$4.55K +68 +1%
LFA
1256
Legacy Financial Advisors
Kentucky
$359K -$20K -299 -6%
JAFL
1257
Jay A. Fishman Ltd
Michigan
$359K -$13.4K -201 -4%
BJL
1258
Brighton Jones LLC
Washington
$357K -$250K -3,737 -42%
COI
1259
Capital One Investing
Virginia
$357K +$80.3K +1,200 +31%
TBNY
1260
Trustco Bank (New York)
New York
$356K -$6.69K -100 -2%
HA
1261
Harbor Advisors
Florida
$350K – – –
MWP
1262
MYCIO Wealth Partners
Pennsylvania
$350K +$1.27K +19 +0.4%
LSPW
1263
Lake Street Private Wealth
Illinois
$348K +$332K +4,967 New
SVWAG
1264
Sound View Wealth Advisors Group
Georgia
$347K +$332K +4,958 New
CAM
1265
Claret Asset Management
Quebec, Canada
$345K – – –
FAIM
1266
Financial Advocates Investment Management
Washington
$344K +$51.1K +764 +18%
TIA
1267
Tiemann Investment Advisors
California
$343K -$6.69K -100 -2%
SW
1268
SlateStone Wealth
Florida
$342K -$10.4K -155 -3%
LIC
1269
Lodestar Investment Counsel
Illinois
$342K -$10K -150 -3%
JMH
1270
J.M. Hartwell
New York
$341K +$325K +4,863 New
CCA
1271
Cobblestone Capital Advisors
New York
$340K -$1.61K -24 -0.5%
IOOF
1272
Independent Order of Foresters
Ontario, Canada
$338K -$22.1K -330 -6%
HFM
1273
Hartford Financial Management
Connecticut
$338K – – –
ST
1274
Smithfield Trust
Pennsylvania
$334K -$2.48K -37 -0.8%
CC
1275
Cedar Capital
Illinois
$334K +$25.2K +377 +9%
49 50
51
52 53