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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
1976
FPC Investment Advisory
California
$323K – – –
TW
1977
Traveka Wealth
California
$323K +$2.47K +19 +0.8%
CIA
1978
Cape Investment Advisory
Georgia
$323K +$11.3K +87 +4%
SWM
1979
Segment Wealth Management
Texas
$322K -$8.98K -69 -3%
NIM
1980
Northeast Investment Management
Massachusetts
$322K +$300K +2,302 New
VA
1981
Verdad Advisers
Massachusetts
$322K +$300K +2,301 New
TWM
1982
Tripletail Wealth Management
Florida
$322K – – –
QFA
1983
Quantum Financial Advisors
California
$322K +$391 +3 +0.1%
BIA
1984
Beacon Investment Advisors
Maryland
$321K – – –
PWA
1985
Providence Wealth Advisors
Illinois
$321K +$1.3K +10 +0.4%
CPSC
1986
Carl P. Sherr & Co
Massachusetts
$321K – – –
LWM
1987
Lyell Wealth Management
California
$321K +$26K +200 +10%
SG
1988
StoneX Group
New York
$321K +$5.6K +43 +2%
FWM
1989
FMB Wealth Management
California
$320K +$260 +2 +0.1%
BFA
1990
Bill Few Associates
Pennsylvania
$320K +$651 +5 +0.2%
IF
1991
Integrity Financial
Wyoming
$320K -$859K -6,600 -74%
AWC
1992
Abundance Wealth Counselors
Pennsylvania
$319K +$15.8K +121 +6%
CFS
1993
Commonwealth Financial Services
West Virginia
$319K +$9.24K +71 +3%
ACS
1994
Archford Capital Strategies
Illinois
$317K +$31.1K +239 +12%
SAM
1995
Secure Asset Management
Michigan
$317K -$54.4K -418 -16%
NC
1996
North Capital
Utah
$316K +$7.29K +56 +3%
WAG
1997
Wallace Advisory Group
California
$316K -$14.2K -109 -5%
TCOV
1998
Trust Company of Vermont
Vermont
$316K +$294K +2,255 New
JRPIM
1999
Journey Retirement Planning & Investment Management
Idaho
$315K +$27.3K +210 +10%
PPC
2000
Park Place Capital
Alabama
$315K +$8.33K +64 +3%
78 79
80
81 82