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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
FMII
1301
Farmers & Merchants Investments Inc
Nebraska
$95K +$14.5K +236 +20%
SGAM
1302
Smith Group Asset Management
Texas
$93K -$12.3K -200 -13%
BWA
1303
BDO Wealth Advisors
Florida
$93K +$85.2K +1,390 New
LF
1304
Lee Financial
Texas
$92K +$62.1K +1,012 +277%
IIC
1305
Integrated Investment Consultants
Michigan
$90K – – –
MCM
1306
MV Capital Management
Maryland
$89K – – –
VNA
1307
Valley National Advisers
Pennsylvania
$89K – – –
GBT
1308
Grove Bank & Trust
Florida
$89K +$44.5K +725 +120%
NAMA
1309
Nikko Asset Management Americas
New York
$87K – – –
PFSC
1310
Peoples Financial Services Corp
Pennsylvania
$81K – – –
OC
1311
Oakworth Capital
Alabama
$80K – – –
JT
1312
Jump Trading
Illinois
$79K -$82.8K -1,350 -53%
EWM
1313
Edge Wealth Management
New York
$77K -$1.93M -31,457 -97%
MSFP
1314
Mark Sheptoff Financial Planning
Connecticut
$76K -$61 -1 -0.1%
TIM
1315
Tortoise Investment Management
New York
$76K – – –
PMFA
1316
Plante Moran Financial Advisors
Michigan
$75K – – –
BG
1317
Bollard Group
Massachusetts
$73K +$184 +3 +0.3%
OFW
1318
Omnia Family Wealth
Florida
$71K – – –
HI
1319
Hudock Inc
Pennsylvania
$69K +$61 +1 +0.1%
SBL
1320
Sargent Bickham Lagudis
Colorado
$68K +$62.4K +1,017 New
VIA
1321
Vantage Investment Advisors
Pennsylvania
$67K -$3.13K -51 -5%
CS
1322
Credential Securities
$64.1K +$58.7K +957 New
HR
1323
Howe & Rusling
New York
$64K -$2.51K -41 -4%
WIM
1324
Westside Investment Management
California
$63.2K +$4.23K +69 +8%
HFM
1325
Harvest Fund Management
China
$63K +$7.54K +123 +15%