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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
1976
Semmax Financial Advisors
North Carolina
$4.06K – – –
BAM
1977
Byrne Asset Management
New Jersey
$3.98K -$153 -2 -3%
WA
1978
WestEnd Advisors
North Carolina
$3.98K +$2.82K +37 +195%
HFS
1979
Hopwood Financial Services
Virginia
$3.96K +$4.27K +56 New
AFG
1980
Albion Financial Group
Utah
$3.83K – – –
NWM
1981
Nova Wealth Management
Florida
$3.62K +$3.89K +51 New
RL
1982
Rogco LP
Oklahoma
$3.55K -$14.2K -186 -79%
BFPW
1983
BOK Financial Private Wealth
Colorado
$3.55K -$3.13K -41 -45%
MFC
1984
Mechanics Financial Corp
Ohio
$3.55K – – –
CIM
1985
Contravisory Investment Management
Massachusetts
$3.48K +$3.13K +41 +513%
FWM
1986
FSA Wealth Management
Massachusetts
$3.3K – – –
W
1987
WealthCollab
Washington
$3.27K – – –
CAM
1988
Chesapeake Asset Management
New York
$3.22K -$763 -10 -18%
PPWM
1989
PFG Private Wealth Management
Florida
$3.12K – – –
RFA
1990
Reyes Financial Architecture
California
$3.12K +$3.35K +44 New
CFFP
1991
Center for Financial Planning
Michigan
$3.05K +$534 +7 +19%
PS
1992
PayPay Securities
Japan
$2.99K -$1.3K -17 -29%
RJA
1993
Ross\Johnson & Associates
Minnesota
$2.98K +$3.2K +42 New
JFG
1994
JDM Financial Group
Texas
$2.7K -$2.29K -30 -44%
BL
1995
BFSG LLC
California
$2.56K – – –
MFT
1996
Moisand Fitzgerald Tamayo
Florida
$2.48K – – –
GK
1997
Graney & King
New York
$2.13K – – –
SRCM
1998
Signature Resources Capital Management
California
$2.13K – – –
OCM
1999
Osterweis Capital Management
California
$2.13K +$2.29K +30 New
PW
2000
Pandora Wealth
Illinois
$2.13K +$2.29K +30 New