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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
UIA
1301
UBP Investment Advisors
Switzerland
$301K -$58.5K -875 -17%
QAM
1302
QCI Asset Management
New York
$300K -$62.1K -928 -18%
BCA
1303
Berman Capital Advisors
Georgia
$300K +$63.6K +950 +28%
BPA
1304
Beacon Pointe Advisors
California
$300K +$287K +4,282 New
DACG
1305
Donor Advised Charitable Giving
California
$299K +$286K +4,270 New
QT
1306
Quantamental Technologies
New York
$297K -$425K -6,347 -60%
LDFR
1307
Lehman & Derafelo Financial Resources
Pennsylvania
$297K -$87K -1,300 -24%
CT
1308
Cambridge Trust
Massachusetts
$297K +$5.42K +81 +2%
AC
1309
Abbrea Capital
California
$296K +$26.9K +402 +11%
RBC
1310
Roble Belko & Company
Pennsylvania
$295K +$268K +4,000 +1,905%
GEA
1311
Glen Eagle Advisors
New Jersey
$294K – – –
HHGA
1312
Halbert Hargrove Global Advisors
California
$293K +$280K +4,188 New
BHC
1313
Bowen Hanes & Co
Florida
$289K – – –
PAG
1314
Pinnacle Advisory Group
Maryland
$288K – – –
VDI
1315
Vaughan David Investments
Illinois
$288K +$19.1K +286 +7%
CPA
1316
Court Place Advisors
Maryland
$284K – – –
BMC
1317
Beaton Management Company
Massachusetts
$284K +$10K +150 +4%
PGWM
1318
Parisi Gray Wealth Management
New Jersey
$283K -$65K -972 -19%
SWA
1319
Stratos Wealth Advisors
Ohio
$282K -$1.67K -25 -0.6%
NAM
1320
NTV Asset Management
West Virginia
$281K -$33.5K -500 -11%
LFA
1321
Landmark Financial Advisors
Kentucky
$281K – – –
WPP
1322
Whalerock Point Partners
Rhode Island
$281K – – –
GVAG
1323
Great Valley Advisor Group
Delaware
$281K +$48.7K +728 +22%
BA
1324
Birinyi Associates
Connecticut
$280K -$66.9K -1,000 -20%
GJIC
1325
Gamble Jones Investment Counsel
California
$280K – – –
51 52
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