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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1976
Bill Few Associates
Pennsylvania
$320K +$651 +5 +0.2%
IF
1977
Integrity Financial
Wyoming
$320K -$859K -6,600 -74%
AWC
1978
Abundance Wealth Counselors
Pennsylvania
$319K +$15.8K +121 +6%
CFS
1979
Commonwealth Financial Services
West Virginia
$319K +$9.24K +71 +3%
ACS
1980
Archford Capital Strategies
Illinois
$317K +$31.1K +239 +12%
SAM
1981
Secure Asset Management
Michigan
$317K -$54.4K -418 -16%
NC
1982
North Capital
Utah
$316K +$7.29K +56 +3%
WAG
1983
Wallace Advisory Group
California
$316K -$14.2K -109 -5%
TCOV
1984
Trust Company of Vermont
Vermont
$316K +$294K +2,255 New
JRPIM
1985
Journey Retirement Planning & Investment Management
Idaho
$315K +$27.3K +210 +10%
PPC
1986
Park Place Capital
Alabama
$315K +$8.33K +64 +3%
BDF
1987
Black Diamond Financial
Maryland
$314K +$292K +2,245 New
HR
1988
Hardy Reed
Mississippi
$314K +$292K +2,243 New
GWM
1989
GDS Wealth Management
Texas
$313K +$291K +2,233 New
WA
1990
Wealth Architects
California
$312K -$651 -5 -0.2%
LDB
1991
Lee, Danner & Bass
Tennessee
$312K +$1.69K +13 +0.6%
MFP
1992
Meramec Financial Planners
Missouri
$311K -$22.7K -174 -7%
FCAS
1993
First Command Advisory Services
Texas
$310K +$36.1K +277 +14%
ITFISA
1994
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$310K +$171K +1,316 +146%
RPGK
1995
Retirement Planning Group (Kansas)
Kansas
$310K +$39.2K +301 +16%
WA
1996
WPG Advisers
Maryland
$308K +$68.6K +527 +31%
SIA
1997
Strategic Investment Advisors
Michigan
$308K +$64.6K +496 +29%
PCA
1998
Peddock Capital Advisors
Massachusetts
$308K – – –
SPP
1999
Single Point Partners
Massachusetts
$308K – – –
CAS
2000
CTC Alternative Strategies
Illinois
$308K +$286K +2,200 New
78 79
80
81 82