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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1276
Evermay Wealth Management
Virginia
$373K +$370K +5,010 New
BHIA
1277
Birch Hill Investment Advisors
Massachusetts
$372K -$739K -10,000 -67%
HA
1278
Harbor Advisors
Florida
$372K – – –
TNAM
1279
Terra Nova Asset Management
New York
$372K +$10.4K +140 +3%
BSW
1280
Buckingham Strategic Wealth
Missouri
$370K -$70.5K -953 -16%
IOOF
1281
Independent Order of Foresters
Ontario, Canada
$369K -$164K -2,220 -31%
DWM
1282
Dynasty Wealth Management
Florida
$369K +$366K +4,956 New
MC
1283
Miles Capital
Iowa
$366K -$22K -297 -6%
MBA
1284
McQueen Ball & Associates
Pennsylvania
$366K – – –
FA
1285
FCG Advisors
New Jersey
$365K +$24.8K +335 +7%
MWP
1286
MYCIO Wealth Partners
Pennsylvania
$361K +$666 +9 +0.2%
GP
1287
Girard Partners
Pennsylvania
$360K -$12.9K -174 -3%
BCM
1288
Brasada Capital Management
Texas
$360K +$173K +2,340 New
AWA
1289
AmeriServ Wealth Advisors
Pennsylvania
$360K +$353K +4,770 New
SWM
1290
SVA Wealth Management
Wisconsin
$358K -$35.2K -476 -9%
FA
1291
Fortis Advisors
Pennsylvania
$356K – – –
AFM
1292
Abbot Financial Management
Massachusetts
$351K – – –
RMDI
1293
R.M. Davis Inc
Maine
$350K -$3.92K -53 -1%
CWM
1294
Circle Wealth Management
New Jersey
$350K +$739 +10 +0.2%
MCP
1295
Mirador Capital Partners
California
$349K +$7.03K +95 +2%
PSF
1296
Pacific Sun Financial
California
$349K +$347K +4,686 New
AI
1297
Accredited Investors
Minnesota
$348K +$29.9K +404 +9%
WAG
1298
Winthrop Advisory Group
Massachusetts
$347K +$340K +4,596 New
BO
1299
BRR OpCo
Ohio
$345K -$4.73K -64 -1%
BB
1300
Bell Bank
North Dakota
$342K +$7.39K +100 +2%
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