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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
OWD
1501
Osborn Williams & Donohoe
Ohio
$43K +$40.1K +645 New
DOA
1502
D'Orazio & Associates
Virginia
$42K +$5.59K +90 +15%
SIM
1503
Sonora Investment Management
Arizona
$42K +$7.95K +128 +23%
AA
1504
Advisory Alpha
Michigan
$41K +$37.7K +607 New
HCA
1505
Horan Capital Advisors
Ohio
$41K +$40.6K +654 New
GT
1506
Glenmede Trust
Pennsylvania
$40.9K +$36.2M +582,152 +777%
KPCM
1507
Kings Point Capital Management
New York
$39K -$7.7K -124 -17%
LFG
1508
Larson Financial Group
Missouri
$38K +$2.92K +47 +8%
SIS
1509
Sound Income Strategies
Florida
$38K +$12.7K +205 +50%
AIA
1510
Alera Investment Advisors
Illinois
$38K +$13K +209 +52%
CWM
1511
Cranbrook Wealth Management
Michigan
$37K – – –
THWM
1512
Taylor Hoffman Wealth Management
Virginia
$37K – – –
TL
1513
TrueWealth LLC
Georgia
$36K – – –
CQS
1514
Credential Qtrade Securities
$35.6K -$36.8K -593 -51%
LJHT
1515
Laurie J. Hall Trustee
$35K – – –
FNB
1516
Farmers National Bank
Kentucky
$34K +$33.9K +546 New
EWM
1517
Executive Wealth Management
Michigan
$33K -$15.8K -254 -32%
ATC
1518
Adirondack Trust Company
New York
$33K -$1.86K -30 -6%
AC
1519
Avestar Capital
New York
$33K +$9.81K +158 +35%
PWM
1520
PRW Wealth Management
Massachusetts
$32K -$9.81K -158 -24%
CBT
1521
Central Bank & Trust
Kentucky
$32K – – –
MAM
1522
Marquette Asset Management
Minnesota
$32K +$31.9K +514 New
HCM
1523
Horrell Capital Management
Arkansas
$31K – – –
ONST
1524
Old North State Trust
North Carolina
$31K – – –
CFD
1525
Creative Financial Designs
Indiana
$30K +$4.59K +74 +18%
59 60
61
62 63