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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
1351
First Heartland Consultants
Missouri
$254K +$250K +3,537 New
AWM
1352
AllSquare Wealth Management
New York
$252K +$21.2K +300 +9%
HCC
1353
Hirtle Callaghan & Co
Pennsylvania
$251K – – –
EGA
1354
Eagle Global Advisors
Texas
$249K – – –
KCPG
1355
Kavar Capital Partners Group
Kansas
$248K -$141K -2,000 -37%
BWFA
1356
Baltimore-Washington Financial Advisors
Maryland
$248K +$7.28K +103 +3%
TF
1357
Tompkins Financial
New York
$247K – – –
JFA
1358
Johanson Financial Advisors
California
$245K -$34.2K -484 -12%
DWA
1359
Douglass Winthrop Advisors
New York
$245K – – –
BCA
1360
Bay Colony Advisors
Massachusetts
$245K +$150K +2,121 +164%
NERM
1361
New England Research & Management
Illinois
$244K -$862K -12,195 -78%
BCP
1362
Blackhawk Capital Partners
Wisconsin
$244K -$55K -778 -6%
RMAM
1363
Raab & Moskowitz Asset Management
New Jersey
$244K +$12.9K +182 +6%
BWM
1364
Buckley Wealth Management
Nevada
$242K +$6.36K +90 +3%
HTC
1365
Haverford Trust Company
Pennsylvania
$242K +$9.47K +134 +4%
KJHP
1366
K.J. Harrison & Partners
Ontario, Canada
$241K -$1.47M -20,840 -86%
RMDI
1367
R.M. Davis Inc
Maine
$241K -$53.7K -759 -18%
SIAP
1368
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$241K -$18.4K -260 -7%
HPWM
1369
Highland Private Wealth Management
Washington
$241K +$11K +155 +5%
CA
1370
Continuum Advisory
Idaho
$239K -$2.62K -37 -1%
LBC
1371
Lowe Brockenbrough & Co
Virginia
$237K +$233K +3,300 New
PCM
1372
Princeton Capital Management
New Jersey
$236K – – –
SWM
1373
Segment Wealth Management
Texas
$234K +$230K +3,259 New
PAA
1374
Peregrine Asset Advisers
Oregon
$232K -$12.8K -181 -5%
F
1375
Filament
Washington
$232K +$229K +3,245 New
53 54
55
56 57