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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1251
Sather Financial Group
Texas
$372K +$370K +5,300 New
IFS
1252
Ifrah Financial Services
Arkansas
$370K -$629 -9 -0.2%
GWCM
1253
Godshalk Welsh Capital Management
Pennsylvania
$370K – – –
KAM
1254
Knightsbridge Asset Management
California
$368K +$12.4K +178 +4%
BAS
1255
Brown Advisory Securities
Maryland
$367K -$2.17M -31,066 -86%
1SB
1256
1ST Source Bank
Indiana
$367K -$28.7K -410 -7%
TFO
1257
Tarbox Family Office
California
$367K – – –
SIAP
1258
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$365K – – –
KFC
1259
Klingenstein Fields & Co
New York
$364K – – –
DAS
1260
Dynamic Advisor Solutions
Arizona
$364K +$210 +3 +0.1%
AWM
1261
Apollon Wealth Management
South Carolina
$364K +$14.8K +212 +4%
LF
1262
Lantz Financial
Illinois
$363K +$7.2K +103 +2%
GG
1263
Golden Green
South Carolina
$361K -$94.4K -1,351 -21%
RIG
1264
Roosevelt Investment Group
New York
$360K -$28K -400 -7%
CCMG
1265
Clark Capital Management Group
Pennsylvania
$360K -$70 -1 -0%
WA
1266
WBH Advisory
Maryland
$360K +$419 +6 +0.1%
XSC
1267
X-Square Capital
Puerto Rico
$358K +$3.08K +44 +0.9%
WP
1268
WealthSource Partners
California
$358K +$38.4K +550 +12%
AG
1269
AlphaSimPlex Group
Massachusetts
$357K -$428K -6,117 -55%
PCP
1270
Proficio Capital Partners
Massachusetts
$356K +$67.1K +960 +23%
SP
1271
Successful Portfolios
Florida
$355K – – –
SMH
1272
Sanders Morris Harris
Texas
$354K +$353K +5,044 New
NB
1273
Nicolet Bankshares
Wisconsin
$353K -$246K -3,525 -41%
GJIC
1274
Gamble Jones Investment Counsel
California
$352K +$70.6K +1,010 +25%
CFA
1275
Carroll Financial Associates
North Carolina
$351K -$95.9K -1,372 -22%
49 50
51
52 53