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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
1401
Garrison Point Advisors
California
$238K – – –
T
1402
TRUADVICE
Florida
$237K +$258K +3,492 New
SG
1403
Stonnington Group
California
$236K -$777K -10,500 -75%
CAMG
1404
CWA Asset Management Group
Florida
$234K -$50.1K -677 -17%
RI
1405
Ridgewood Investments
New Jersey
$233K -$83.5K -1,129 -26%
GAM
1406
Gould Asset Management
California
$233K +$244K +3,299 New
SM
1407
Salzhauer Michael
$231K -$962 -13 -0.4%
RWB
1408
RMR Wealth Builders
New Jersey
$229K -$68.2K -922 -22%
LWCFA
1409
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$228K -$7.03K -95 -3%
BHC
1410
Bowen Hanes & Co
Florida
$228K – – –
CT
1411
Cambridge Trust
Massachusetts
$227K -$116K -1,570 -33%
NJBEST
1412
New Jersey Better Educational Savings Trust
New Jersey
$227K – – –
VI
1413
Versor Investments
New York
$226K -$1.41M -19,047 -86%
PCFFS
1414
Pacific Center for Financial Services
California
$226K – – –
RCG
1415
Rock Creek Group
District of Columbia
$226K +$25.1K +339 +12%
LDB
1416
Lee, Danner & Bass
Tennessee
$225K – – –
AWA
1417
Arete Wealth Advisors
Illinois
$224K -$27.6K -373 -6%
PIA
1418
Perennial Investment Advisors
California
$224K -$25.7K -347 -10%
DOA
1419
D'Orazio & Associates
Virginia
$222K +$148K +2,004 +178%
LC
1420
Lavaca Capital
Texas
$220K +$230K +3,108 New
DS
1421
DRW Securities
Illinois
$220K +$230K +3,114 New
CBFP
1422
Cedar Brook Financial Partners
Ohio
$219K +$7.62K +103 +3%
CMO
1423
Covenant Multifamily Offices
Texas
$219K +$229K +3,099 New
NCM
1424
Noesis Capital Mangement
Florida
$218K -$1.11K -15 -0.5%
LFA
1425
Legacy Financial Advisors
Kentucky
$217K -$19.6K -265 -8%
55 56
57
58 59