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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
WQ
1401
Wealth Quarterback
New Jersey
$242K +$253K +3,420 New
SM
1402
SG3 Management
Puerto Rico
$241K -$577K -7,800 -70%
KOC
1403
Koss-Olinger Consulting
Florida
$240K -$59.6K -805 -19%
GA
1404
GFS Advisors
Texas
$239K -$462K -6,247 -65%
CP
1405
Camelot Portfolios
Ohio
$239K -$80.9K -1,093 -24%
CCFM
1406
Clear Creek Financial Management
Washington
$239K +$250K +3,377 New
ZB
1407
Zions Bancorporation
Utah
$238K -$74.7K -1,010 -23%
GPA
1408
Garrison Point Advisors
California
$238K – – –
T
1409
TRUADVICE
Florida
$237K +$258K +3,492 New
SG
1410
Stonnington Group
California
$236K -$777K -10,500 -75%
CAMG
1411
CWA Asset Management Group
Florida
$234K -$50.1K -677 -17%
RI
1412
Ridgewood Investments
New Jersey
$233K -$83.5K -1,129 -26%
GAM
1413
Gould Asset Management
California
$233K +$244K +3,299 New
SM
1414
Salzhauer Michael
$231K -$962 -13 -0.4%
RWB
1415
RMR Wealth Builders
New Jersey
$229K -$68.2K -922 -22%
LWCFA
1416
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$228K -$7.03K -95 -3%
BHC
1417
Bowen Hanes & Co
Florida
$228K – – –
CT
1418
Cambridge Trust
Massachusetts
$227K -$116K -1,570 -33%
NJBEST
1419
New Jersey Better Educational Savings Trust
New Jersey
$227K – – –
VI
1420
Versor Investments
New York
$226K -$1.41M -19,047 -86%
PCFFS
1421
Pacific Center for Financial Services
California
$226K – – –
RCG
1422
Rock Creek Group
District of Columbia
$226K +$25.1K +339 +12%
LDB
1423
Lee, Danner & Bass
Tennessee
$225K – – –
AWA
1424
Arete Wealth Advisors
Illinois
$224K -$27.6K -373 -6%
PIA
1425
Perennial Investment Advisors
California
$224K -$25.7K -347 -10%
55 56
57
58 59