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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
BBW
1976
Blue Barn Wealth
Utah
$248K -$163K -1,565 -42%
AGC
1977
August Group Capital
$248K +$221K +2,125 New
E
1978
Entelevest
Florida
$248K +$221K +2,125 New
CBT
1979
Crews Bank & Trust
Florida
$248K -$4.15K -40 -2%
VCM
1980
Vines Capital Management
Louisiana
$247K +$220K +2,121 New
WC
1981
Weil Company
California
$247K
CPWL
1982
Coquina Private Wealth LLC
Florida
$247K +$220K +2,116 New
TWA
1983
TCI Wealth Advisors
Arizona
$247K -$8.93K -86 -4%
PFM
1984
Patton Fund Management
Texas
$246K -$115K -1,106 -34%
5W
1985
5T Wealth
California
$246K -$4.57K -44 -2%
SI
1986
Seeds Investor
New York
$246K +$219K +2,109 New
PA
1987
Planning Alternatives
Michigan
$246K +$219K +2,107 New
SMF
1988
Sterling Manor Financial
New York
$245K
MC
1989
Mathes Company
New York
$245K
KCM
1990
Key Capital Management
Tennessee
$245K +$218K +2,099 New
FFA
1991
Fragasso Financial Advisors
Pennsylvania
$243K +$217K +2,086 New
MGWM
1992
Marks Group Wealth Management
Minnesota
$243K -$12.3K -118 -5%
OL
1993
one8zero8 LLC
North Carolina
$243K +$216K +2,081 New
GPW
1994
Genesis Private Wealth
Virginia
$242K -$11K -106 -5%
LWM
1995
Lyell Wealth Management
California
$242K +$215K +2,071 New
VHAM
1996
Van Hulzen Asset Management
California
$241K +$8.31K +80 +4%
CVA
1997
Central Valley Advisors
California
$241K +$8K +77 +4%
AFA
1998
Allium Financial Advisors
Oregon
$241K -$50.7K -488 -19%
EL
1999
Essex LLC
Illinois
$241K +$623 +6 +0.3%
MHWM
2000
Montz Harcus Wealth Management
Louisiana
$239K +$3.32K +32 +2%