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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
GEM
1676
Global Endowment Management
North Carolina
– -$457K -6,360 Closed
CAG
1677
Crestwood Advisors Group
Massachusetts
– -$435K -6,063 Closed
AWA
1678
ARS Wealth Advisors
Florida
– -$431K -6,004 Closed
SCA
1679
Sage Capital Advisors
South Dakota
– -$427K -5,945 Closed
I
1680
IberiaBank
Louisiana
– -$414K -5,765 Closed
HPC
1681
HM Payson & Co
Maine
– -$411K -5,728 Closed
EP
1682
Edgestream Partners
New Jersey
– -$406K -5,656 Closed
RIA
1683
Regal Investment Advisors
Michigan
– -$403K -5,619 Closed
BBA
1684
BLB&B Advisors
Pennsylvania
– -$400K -5,581 Closed
AC
1685
Abbrea Capital
California
– -$399K -5,555 Closed
OWA
1686
One Wealth Advisors
California
– -$388K -5,410 Closed
TFS
1687
TrustCore Financial Services
Tennessee
– -$386K -5,385 Closed
GAG
1688
GM Advisory Group
New York
– -$375K -5,232 Closed
TBNY
1689
Trustco Bank (New York)
New York
– -$371K -5,178 Closed
AAMU
1690
AEGON Asset Management (UK)
United Kingdom
– -$370K -5,161 Closed
XS
1691
XR Securities
Illinois
– -$323K -5,107 Closed
CGT
1692
Capital Guardian Trust
California
– -$365K -5,093 Closed
EWM
1693
Evermay Wealth Management
Virginia
– -$359K -5,005 Closed
GFP
1694
Gryphon Financial Partners
Ohio
– -$356K -4,961 Closed
FPCP
1695
Fort Point Capital Partners
California
– -$352K -4,912 Closed
AWA
1696
AmeriServ Wealth Advisors
Pennsylvania
– -$342K -4,770 Closed
ZB
1697
Zions Bancorporation
Utah
– -$322K -4,489 Closed
CBTWT
1698
Community Bank & Trust (Waco, Texas)
Texas
– -$316K -4,409 Closed
WPP
1699
Whalerock Point Partners
Rhode Island
– -$315K -4,387 Closed
AAM
1700
Aureus Asset Management
Massachusetts
– -$311K -4,340 Closed
66 67
68
69 70