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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1976
Richardson Capital Management
Wisconsin
$11.9K – – –
BFS
1977
Bare Financial Services
Pennsylvania
$11.8K +$8.53K +118 +562%
WWM
1978
Wolff Wiese Magana
California
$11.6K +$72 +1 +0.7%
CFFP
1979
Center for Financial Planning
Michigan
$11.6K +$6.72K +93 +216%
PSFG
1980
Park Square Financial Group
Georgia
$11.5K – – –
CWM
1981
Centricity Wealth Management
Ohio
$11.1K – – –
PA
1982
Pineridge Advisors
Missouri
$10.8K +$1.16K +16 +14%
HNW
1983
High Note Wealth
Minnesota
$10.6K – – –
FFA
1984
Frazier Financial Advisors
Ohio
$10.5K – – –
BOJHT
1985
Bank of Jackson Hole Trust
Wyoming
$10.2K – – –
FWA
1986
Flagship Wealth Advisors
Massachusetts
$10.1K – – –
MLA
1987
MB, Levis & Associates
Pennsylvania
$10K – – –
MAFA
1988
MJT & Associates Financial Advisory
Minnesota
$9.87K – – –
RWA
1989
Redmont Wealth Advisors
Illinois
$9.79K +$8.31K +115 New
NWM
1990
Nova Wealth Management
Florida
$9.79K +$4.63K +64 +125%
BWL
1991
Bogart Wealth LLC
Virginia
$9.7K -$3.47K -48 -30%
FFL
1992
Financial Freedom LLC
Ohio
$9.63K +$72 +1 +0.9%
GGI
1993
Godsey & Gibb Inc
Virginia
$9.36K – – –
APW
1994
Acima Private Wealth
Virginia
$9.36K – – –
IA
1995
Icon Advisers
Colorado
$9.36K +$7.95K +110 New
DPW
1996
DiNuzzo Private Wealth
Pennsylvania
$9.02K -$217 -3 -3%
CFS
1997
CGC Financial Services
Oregon
$8.68K – – –
FGA
1998
Fortis Group Advisors
New Jersey
$8.51K – – –
FDCP
1999
Foster Dykema Cabot & Partners
Massachusetts
$8.51K – – –
HRC
2000
Hoertkorn Richard Charles
$8.51K – – –
78 79
80
81 82