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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1301
Liberty Capital Management
Michigan
$30K – – –
SFG
1302
Sage Financial Group
Pennsylvania
$27K – – –
KPCM
1303
Kings Point Capital Management
New York
$26K +$591 +10 +2%
PCC
1304
Park Circle Company
Maryland
$25K -$59.1K -1,000 -71%
IF
1305
Ironwood Financial
Arizona
$24K – – –
OSNBOA
1306
Old Second National Bank of Aurora
Illinois
$24K – – –
JAM
1307
Jolley Asset Management
North Carolina
$24K +$2.96K +50 +14%
SP
1308
Symmetry Partners
Connecticut
$24K +$23.7K +400 New
SIM
1309
Sonora Investment Management
Arizona
$23.9K +$17.7K +300 +300%
LWM
1310
Lenox Wealth Management
Ohio
$23K -$11.4K -193 -34%
FCB
1311
First Command Bank
Texas
$23K +$20.5K +346 +989%
FCFS
1312
First Command Financial Services
Texas
$23K +$20.5K +346 +989%
LF
1313
Lee Financial
Texas
$22K -$49.3K -834 -70%
AWMS
1314
Advocacy Wealth Management Services
Georgia
$22K -$4.91K -83 -18%
GBBWRPM
1315
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$22K +$2.96K +50 +16%
JFA
1316
JNBA Financial Advisors
Minnesota
$21K -$5.91K -100 -22%
RFWA
1317
RPg Family Wealth Advisory
Massachusetts
$20.5K -$98.1K -1,659 -83%
BC
1318
Bartlett & Co
Ohio
$20K – – –
NC
1319
NewSquare Capital
Pennsylvania
$20K – – –
NYLT
1320
New York Life Trust
New York
$18K -$214K -3,621 -92%
BWA
1321
Burt Wealth Advisors
Maryland
$18K +$16.4K +278 +1,853%
IUHSA
1322
Itau Unibanco Holding S.A.
Brazil
$18K +$17.7K +300 New
RPG
1323
Risk Paradigm Group
Texas
$17.2K -$73.3K -1,239 -81%
AIM
1324
Arcadia Investment Management
Michigan
$17K – – –
CB
1325
Community Bank
New York
$17K – – –
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