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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
QAM
1276
QCI Asset Management
New York
$355K -$4.21K -63 -1%
WCM
1277
Weik Capital Management
Pennsylvania
$354K – – –
KFC
1278
Klingenstein Fields & Co
New York
$352K +$323K +4,844 New
MA
1279
Mutual Advisors
Nebraska
$351K -$57.3K -859 -15%
MFW
1280
Meristem Family Wealth
Minnesota
$350K +$1.87K +28 +0.6%
FB
1281
First Bancorp
Maine
$350K +$321K +4,812 New
GAM
1282
Grandview Asset Management
Pennsylvania
$349K +$31.2K +467 +11%
WG
1283
Welch Group
Alabama
$349K +$320K +4,791 New
PCP
1284
Proficio Capital Partners
Massachusetts
$348K +$59.3K +888 +23%
CT
1285
Cambridge Trust
Massachusetts
$348K +$319K +4,785 New
HFM
1286
Hartford Financial Management
Connecticut
$347K -$5.27K -79 -2%
SC
1287
Steph & Co
Wisconsin
$347K +$16.6K +249 +6%
DAS
1288
Dynamic Advisor Solutions
Arizona
$346K -$9.41K -141 -3%
GW
1289
GW & Wade
Massachusetts
$346K +$18.6K +279 +6%
BCP
1290
Berkeley Capital Partners
Georgia
$345K +$13.7K +205 +5%
BWM
1291
Buckley Wealth Management
Nevada
$343K – – –
SGI
1292
Summit Global Investments
Utah
$343K +$20.1K +301 +7%
JSL
1293
JT Stratford LLC
Georgia
$342K +$28K +420 +10%
WDC
1294
Woodward Diversified Capital
California
$342K +$60.5K +906 +24%
SCG
1295
Sonata Capital Group
Washington
$341K -$18.8K -281 -6%
SAMT
1296
Select Asset Management & Trust
Pennsylvania
$339K +$311K +4,653 New
PFGIA
1297
Patriot Financial Group Insurance Agency
Massachusetts
$338K +$30K +449 +11%
WPW
1298
Waldron Private Wealth
Pennsylvania
$336K +$67 +1 +0%
BHA
1299
Beech Hill Advisors
New York
$335K +$307K +4,600 New
CWC
1300
Carolinas Wealth Consulting
North Carolina
$333K +$39.9K +598 +15%
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