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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1776
Confluence Wealth Management
Oregon
– -$211K -2,637 Closed
CA
1777
Claro Advisors
Massachusetts
– -$211K -2,636 Closed
BRC
1778
Bell Rock Capital
Delaware
– -$212K -2,633 Closed
ACA
1779
Affinity Capital Advisors
California
– -$210K -2,631 Closed
BA
1780
Bristlecone Advisors
Washington
– -$210K -2,623 Closed
MPCG
1781
Matrix Private Capital Group
New York
– -$208K -2,606 Closed
SWK
1782
Stephen W. Kidder
– -$208K -2,600 Closed
DMC
1783
Drexel Morgan & Co
Pennsylvania
– -$207K -2,585 Closed
AAM
1784
AR Asset Management
California
– -$206K -2,576 Closed
LC
1785
Lavaca Capital
Texas
– -$205K -2,569 Closed
BA
1786
Birinyi Associates
Connecticut
– -$204K -2,550 Closed
HTC
1787
Haverford Trust Company
Pennsylvania
– -$202K -2,524 Closed
PCS
1788
Personal CFO Solutions
New Jersey
– -$223K -2,479 Closed
PAI
1789
Pittenger & Anderson Inc
Nebraska
– -$160K -2,000 Closed
PA
1790
PSI Advisors
Florida
– -$147K -1,843 Closed
UFF
1791
USA Financial Formulas
Michigan
– -$147K -1,843 Closed
AIM
1792
Acropolis Investment Management
Missouri
– -$147K -1,838 Closed
PIA
1793
Powell Investment Advisors
Florida
– -$126K -1,577 Closed
SAM
1794
Sycomore Asset Management
France
– -$119K -1,500 Closed
AA
1795
Argent Advisors
Louisiana
– -$110K -1,385 Closed
CWA
1796
Capital Wealth Alliance
Arizona
– -$95K -1,270 Closed
KWM
1797
Keebeck Wealth Management
Illinois
– -$100K -1,255 Closed
CYG
1798
Clean Yield Group
Vermont
– -$79K -983 Closed
FPS
1799
Fieldpoint Private Securities
Connecticut
– -$78K -981 Closed
HWM
1800
Howard Wealth Management
Connecticut
– -$74K -934 Closed