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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
MBA
1276
McQueen Ball & Associates
Pennsylvania
$332K – – –
BC
1277
Blueport Capital
Texas
$331K +$264K +3,507 +252%
RMDI
1278
R.M. Davis Inc
Maine
$330K +$14.9K +198 +4%
CWM
1279
Circle Wealth Management
New Jersey
$328K +$12.5K +166 +4%
MWP
1280
MYCIO Wealth Partners
Pennsylvania
$326K -$2.86K -38 -0.8%
FA
1281
Fortis Advisors
Pennsylvania
$323K – – –
AWA
1282
AmeriServ Wealth Advisors
Pennsylvania
$322K – – –
AFM
1283
Abbot Financial Management
Massachusetts
$319K – – –
QAM
1284
Quantres Asset Management
Cayman Islands
$317K -$37.6K -500 -10%
DCM
1285
Delpha Capital Management
New York
$317K +$353K +4,696 New
AI
1286
Accredited Investors
Minnesota
$316K – – –
BO
1287
BRR OpCo
Ohio
$314K +$1.43K +19 +0.4%
BB
1288
Bell Bank
North Dakota
$311K +$451 +6 +0.1%
HHGA
1289
Halbert Hargrove Global Advisors
California
$310K +$12K +160 +4%
PP
1290
PagnatoKarp Partners
Virginia
$307K +$139K +1,846 +68%
MFW
1291
Meristem Family Wealth
Minnesota
$307K +$30.1K +400 +10%
WAG
1292
Winthrop Advisory Group
Massachusetts
$306K -$11.7K -156 -3%
RWA
1293
River Wealth Advisors
Pennsylvania
$306K +$56K +745 +20%
BWM
1294
BigSur Wealth Management
Florida
$306K +$340K +4,530 New
CB
1295
Cadence Bank
Mississippi
$304K – – –
PCA
1296
Personal Capital Advisors
California
$304K +$20.9K +278 +7%
MA
1297
Mutual Advisors
Nebraska
$304K +$339K +4,508 New
GI
1298
GS Investments
Minnesota
$304K – – –
BBHC
1299
Brown Brothers Harriman & Co
New York
$302K -$356K -4,740 -51%
KWMG
1300
King Wealth Management Group
Florida
$302K – – –