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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1401
McRae Capital Management
New Jersey
$205K +$203K +2,750 New
AIA
1402
Allied Investment Advisors
Montana
$205K +$203K +2,751 New
CBT
1403
Capital Bank & Trust
California
$204K -$438K -5,927 -68%
HFM
1404
Harvest Fund Management
China
$204K – – –
PL
1405
Parkwood LLC
Ohio
$204K +$202K +2,736 New
BTW
1406
Boston Trust Walden
Massachusetts
$204K +$203K +2,744 New
AAM
1407
AR Asset Management
California
$204K +$203K +2,746 New
AWA
1408
ARS Wealth Advisors
Florida
$204K +$203K +2,746 New
IC
1409
Intersect Capital
California
$203K +$201K +2,724 New
PP
1410
PagnatoKarp Partners
Virginia
$202K +$200K +2,709 New
WI
1411
Wedgewood Investors
Pennsylvania
$202K +$201K +2,721 New
NFC
1412
Northeast Financial Consultants
Connecticut
$200K +$200K +2,700 New
SC
1413
SRB Corp
Massachusetts
$199K – – –
PFBT
1414
Parkside Financial Bank & Trust
Missouri
$199K +$1.55K +21 +0.8%
LWCFA
1415
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$197K -$32.5K -440 -14%
TWA
1416
TCI Wealth Advisors
Arizona
$194K +$6.14K +83 +3%
KA
1417
Kaizen Advisory
Illinois
$193K +$192K +2,594 New
CWM
1418
Cedar Wealth Management
California
$189K -$518 -7 -0.3%
NCM
1419
Nelson Capital Management
California
$182K +$3.55K +48 +2%
JWA
1420
JFS Wealth Advisors
Pennsylvania
$180K +$6.36K +86 +4%
AWM
1421
Aevitas Wealth Management
Massachusetts
$173K +$172K +2,330 New
OFW
1422
Omnia Family Wealth
Florida
$171K +$111K +1,500 +188%
LF
1423
Lee Financial
Texas
$167K +$60.1K +813 +57%
ME
1424
McIlrath & Eck
Washington
$166K +$165K +2,237 New
MFW
1425
Mosaic Family Wealth
Missouri
$160K -$625K -8,453 -80%
55 56
57
58 59