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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
PSFG
1976
Park Square Financial Group
Georgia
$11.5K – – –
CWM
1977
Centricity Wealth Management
Ohio
$11.1K – – –
PA
1978
Pineridge Advisors
Missouri
$10.8K +$1.16K +16 +14%
HNW
1979
High Note Wealth
Minnesota
$10.6K – – –
FFA
1980
Frazier Financial Advisors
Ohio
$10.5K – – –
BOJHT
1981
Bank of Jackson Hole Trust
Wyoming
$10.2K – – –
FWA
1982
Flagship Wealth Advisors
Massachusetts
$10.1K – – –
MLA
1983
MB, Levis & Associates
Pennsylvania
$10K – – –
MAFA
1984
MJT & Associates Financial Advisory
Minnesota
$9.87K – – –
RWA
1985
Redmont Wealth Advisors
Illinois
$9.79K +$8.31K +115 New
NWM
1986
Nova Wealth Management
Florida
$9.79K +$4.63K +64 +125%
BWL
1987
Bogart Wealth LLC
Virginia
$9.7K -$3.47K -48 -30%
FFL
1988
Financial Freedom LLC
Ohio
$9.63K +$72 +1 +0.9%
GGI
1989
Godsey & Gibb Inc
Virginia
$9.36K – – –
APW
1990
Acima Private Wealth
Virginia
$9.36K – – –
IA
1991
Icon Advisers
Colorado
$9.36K +$7.95K +110 New
DPW
1992
DiNuzzo Private Wealth
Pennsylvania
$9.02K -$217 -3 -3%
CFS
1993
CGC Financial Services
Oregon
$8.68K – – –
FGA
1994
Fortis Group Advisors
New Jersey
$8.51K – – –
FDCP
1995
Foster Dykema Cabot & Partners
Massachusetts
$8.51K – – –
HRC
1996
Hoertkorn Richard Charles
$8.51K – – –
MCI
1997
MRP Capital Investments
Georgia
$8.51K – – –
QPBE
1998
Quintet Private Bank (Europe)
Luxembourg
$8.51K – – –
SHF
1999
Safe Harbor Fiduciary
Florida
$8.51K – – –
PMFA
2000
Plante Moran Financial Advisors
Michigan
$8.43K -$5.06K -70 -41%
78 79
80
81 82