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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1976
Hopwood Financial Services
Virginia
$3.96K +$4.27K +56 New
AFG
1977
Albion Financial Group
Utah
$3.83K
NWM
1978
Nova Wealth Management
Florida
$3.62K +$3.89K +51 New
RL
1979
Rogco LP
Oklahoma
$3.55K -$14.2K -186 -79%
BFPW
1980
BOK Financial Private Wealth
Colorado
$3.55K -$3.13K -41 -45%
MFC
1981
Mechanics Financial Corp
Ohio
$3.55K
CIM
1982
Contravisory Investment Management
Massachusetts
$3.48K +$3.13K +41 +513%
FWM
1983
FSA Wealth Management
Massachusetts
$3.3K
W
1984
WealthCollab
Washington
$3.27K
CAM
1985
Chesapeake Asset Management
New York
$3.22K -$763 -10 -18%
PPWM
1986
PFG Private Wealth Management
Florida
$3.12K
RFA
1987
Reyes Financial Architecture
California
$3.12K +$3.35K +44 New
CFFP
1988
Center for Financial Planning
Michigan
$3.05K +$534 +7 +19%
PS
1989
PayPay Securities
Japan
$2.99K -$1.3K -17 -29%
RJA
1990
Ross\Johnson & Associates
Minnesota
$2.98K +$3.2K +42 New
JFG
1991
JDM Financial Group
Texas
$2.7K -$2.29K -30 -44%
BL
1992
BFSG LLC
California
$2.56K
MFT
1993
Moisand Fitzgerald Tamayo
Florida
$2.48K
GK
1994
Graney & King
New York
$2.13K
SRCM
1995
Signature Resources Capital Management
California
$2.13K
OCM
1996
Osterweis Capital Management
California
$2.13K +$2.29K +30 New
PW
1997
Pandora Wealth
Illinois
$2.13K +$2.29K +30 New
PP
1998
PrairieView Partners
Minnesota
$2K
PWA
1999
Principia Wealth Advisory
Texas
$1.86K -$1.45K -19 -40%
STB
2000
S&T Bank
Pennsylvania
$1.85K