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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1376
Baystate Wealth Management
Massachusetts
$61K +$45.6K +668 +477%
EP
1377
Edinburgh Partners
United Kingdom
$60K – – –
CFD
1378
Creative Financial Designs
Indiana
$59K +$137 +2 +0.2%
OFW
1379
Omnia Family Wealth
Florida
$58K -$17.5K -256 -24%
FCMT
1380
Founders Capital Management (Texas)
Texas
$58K – – –
WAS
1381
Winch Advisory Services
Wisconsin
$58K +$54.5K +799 New
AC
1382
Alexandria Capital
Virginia
$57K – – –
LWM
1383
Lenox Wealth Management
Ohio
$50K +$22.1K +323 +86%
CWM
1384
Cranbrook Wealth Management
Michigan
$49K – – –
AWM
1385
AllSquare Wealth Management
New York
$49K +$6.83K +100 +18%
AF
1386
Allworth Financial
California
$42K -$23.6K -346 -37%
LJHT
1387
Laurie J. Hall Trustee
$41.5K +$54.6K +800 +140%
KPCM
1388
Kings Point Capital Management
New York
$40K -$17.7K -259 -32%
OTC
1389
Opera Trading Capital
France
$40K – – –
CCM
1390
Cribstone Capital Management
Maine
$37K – – –
LCM
1391
Liberty Capital Management
Michigan
$37K – – –
JFA
1392
JNBA Financial Advisors
Minnesota
$37K +$11.3K +166 +48%
HCM
1393
Horrell Capital Management
Arkansas
$36K – – –
RFWA
1394
RPg Family Wealth Advisory
Massachusetts
$34.6K – – –
CB
1395
Community Bank
New York
$34K +$12.4K +181 +64%
ECM
1396
Exchange Capital Management
Michigan
$34K +$24.9K +365 +341%
SIM
1397
Sonora Investment Management
Arizona
$33.8K +$3.75K +55 +13%
AIS
1398
AlphaOne Investment Services
Pennsylvania
$33K -$9.21M -134,950 -100%
SFG
1399
Sage Financial Group
Pennsylvania
$33K – – –
SMFG
1400
Sumitomo Mitsui Financial Group
Japan
$33K – – –