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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
1351
Beacon Pointe Advisors
California
$342K -$145K -1,962 -31%
GJIC
1352
Gamble Jones Investment Counsel
California
$342K +$20.7K +280 +7%
IA
1353
IFG Advisory
Georgia
$340K +$5.84K +79 +2%
CONA
1354
Capital One National Association
New York
$339K +$314K +4,245 New
VWM
1355
Vigilare Wealth Management
Arizona
$339K +$334K +4,518 New
QAM
1356
QCI Asset Management
New York
$338K -$12.4K -168 -4%
CFGS
1357
Concourse Financial Group Securities
Alabama
$331K +$117K +1,588 +62%
SWM
1358
Segment Wealth Management
Texas
$330K +$305K +4,126 New
TSS
1359
Two Sigma Securities
New York
$329K -$426K -5,759 -58%
RBC
1360
Roble Belko & Company
Pennsylvania
$329K -$7.24K -98 -2%
BHC
1361
Bowen Hanes & Co
Florida
$329K – – –
PAS
1362
Partnervest Advisory Services
California
$329K +$304K +4,114 New
PNC
1363
Park National Corp
Ohio
$327K -$222 -3 -0.1%
CBFP
1364
Cedar Brook Financial Partners
Ohio
$327K +$58.7K +794 +24%
RI
1365
Ridgewood Investments
New Jersey
$326K – – –
BCM
1366
Beck Capital Management
Texas
$326K +$301K +4,078 New
BMC
1367
Beaton Management Company
Massachusetts
$325K -$665 -9 -0.2%
BEI
1368
Benjamin Edwards Inc
Missouri
$325K +$206K +2,791 +218%
NAS
1369
Nicolet Advisory Services
Wisconsin
$322K -$24.4K -330 -8%
KPW
1370
Kore Private Wealth
New York
$322K +$36K +487 +14%
GDP
1371
Great Diamond Partners
Maine
$321K +$297K +4,019 New
NAM
1372
NTV Asset Management
West Virginia
$320K – – –
VC
1373
Veracity Capital
Georgia
$320K +$296K +4,002 New
RPWA
1374
Regent Peak Wealth Advisors
Georgia
$320K +$297K +4,016 New
CAM
1375
Claret Asset Management
Quebec, Canada
$318K -$1.85K -25 -0.6%