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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
JIP
1976
Jaffetilchin Investment Partners
Florida
$248K -$55.9K -538 -20%
BBW
1977
Blue Barn Wealth
Utah
$248K -$163K -1,565 -42%
AGC
1978
August Group Capital
$248K +$221K +2,125 New
E
1979
Entelevest
Florida
$248K +$221K +2,125 New
CBT
1980
Crews Bank & Trust
Florida
$248K -$4.15K -40 -2%
VCM
1981
Vines Capital Management
Louisiana
$247K +$220K +2,121 New
WC
1982
Weil Company
California
$247K – – –
CPWL
1983
Coquina Private Wealth LLC
Florida
$247K +$220K +2,116 New
TWA
1984
TCI Wealth Advisors
Arizona
$247K -$8.93K -86 -4%
PFM
1985
Patton Fund Management
Texas
$246K -$115K -1,106 -34%
5W
1986
5T Wealth
California
$246K -$4.57K -44 -2%
SI
1987
Seeds Investor
New York
$246K +$219K +2,109 New
PA
1988
Planning Alternatives
Michigan
$246K +$219K +2,107 New
SMF
1989
Sterling Manor Financial
New York
$245K – – –
MC
1990
Mathes Company
New York
$245K – – –
KCM
1991
Key Capital Management
Tennessee
$245K +$218K +2,099 New
FFA
1992
Fragasso Financial Advisors
Pennsylvania
$243K +$217K +2,086 New
MGWM
1993
Marks Group Wealth Management
Minnesota
$243K -$12.3K -118 -5%
OL
1994
one8zero8 LLC
North Carolina
$243K +$216K +2,081 New
GPW
1995
Genesis Private Wealth
Virginia
$242K -$11K -106 -5%
LWM
1996
Lyell Wealth Management
California
$242K +$215K +2,071 New
VHAM
1997
Van Hulzen Asset Management
California
$241K +$8.31K +80 +4%
CVA
1998
Central Valley Advisors
California
$241K +$8K +77 +4%
AFA
1999
Allium Financial Advisors
Oregon
$241K -$50.7K -488 -19%
EL
2000
Essex LLC
Illinois
$241K +$623 +6 +0.3%