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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1976
Orion Capital Management
California
$94.1K +$2.56K +27 +3%
PP
1977
Pacifica Partners
Canada
$92.6K -$5.69K -60 -6%
HI
1978
Hoey Investments
Pennsylvania
$91.3K -$380 -4 -0.4%
CCA
1979
Catalyst Capital Advisors
New York
$88.2K -$89.6K -944 -52%
PWA
1980
Physician Wealth Advisors
Utah
$87.9K +$30.5K +321 +59%
MAM
1981
Morse Asset Management
Connecticut
$86.5K +$65.9K +695 +443%
HNB
1982
Hilltop National Bank
Wyoming
$86.1K +$4.17K +44 +5%
JAM
1983
JCIC Asset Management
Ontario, Canada
$85.8K +$80.2K +845 New
AG
1984
AmeriFlex Group
Nevada
$83.6K +$42.7K +450 +120%
CPBTD
1985
Central Pacific Bank - Trust Division
Hawaii
$81.2K – – –
VWM
1986
Vermillion Wealth Management
Minnesota
$81.2K – – –
GWSG
1987
GPS Wealth Strategies Group
Colorado
$80.6K +$949 +10 +1%
CPG
1988
Cornerstone Planning Group
New Jersey
$77K +$18.5K +195 +34%
BHWM
1989
Beaird Harris Wealth Management
Texas
$76K +$3.61K +38 +5%
JGIA
1990
Jackson Grant Investment Advisers
Connecticut
$75.5K +$38K +400 +116%
FRA
1991
Front Row Advisors
California
$74.6K – – –
QL
1992
Quarry LP
New York
$73.7K -$111K -1,168 -62%
TFA
1993
Toth Financial Advisory
Virginia
$73.2K +$1.71K +18 +3%
HFM
1994
Hartford Financial Management
Connecticut
$73.2K – – –
OP
1995
ORG Partners
Indiana
$71.7K +$16.9K +178 +34%
CIA
1996
Cape Investment Advisory
Georgia
$71.3K -$51.3K -541 -44%
HC
1997
Hara Capital
Washington
$71K -$4.74K -50 -7%
CIAS
1998
CBIZ Investment Advisory Services
Ohio
$70.7K -$3.23K -34 -5%
S
1999
Sachetta
Massachusetts
$69.5K – – –
MSFP
2000
Mark Sheptoff Financial Planning
Connecticut
$69K – – –
78 79
80
81 82