We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1976
Peddock Capital Advisors
Massachusetts
$250K – – –
SPP
1977
Single Point Partners
Massachusetts
$250K – – –
TBNY
1978
Trustco Bank (New York)
New York
$249K – – –
MAG
1979
MRA Advisory Group
New Jersey
$248K +$249K +2,187 New
TC
1980
Trilogy Capital
California
$248K -$23.6K -207 -9%
AIP
1981
Avail Investment Partners
Pennsylvania
$248K +$249K +2,188 New
PPC
1982
Park Place Capital
Alabama
$248K +$181K +1,590 +267%
SIM
1983
Seaview Investment Managers
Florida
$247K – – –
GWM
1984
Greenwich Wealth Management
Connecticut
$247K -$31.9K -280 -11%
FA
1985
FDx Advisors
Illinois
$247K -$11.5K -101 -4%
JIP
1986
Jaffetilchin Investment Partners
Florida
$247K +$5.47K +48 +2%
VCM
1987
Vines Capital Management
Louisiana
$246K +$5.92K +52 +2%
CCP
1988
Cane Capital Partners
Louisiana
$246K +$247K +2,170 New
MFS
1989
Mirabella Financial Services
United Kingdom
$246K +$247K +2,170 New
JPLA
1990
Joseph P. Lucia & Associates
New York
$246K +$247K +2,165 New
CWG
1991
Crown Wealth Group
North Carolina
$246K -$7.4K -65 -3%
WI
1992
Wedgewood Investors
Pennsylvania
$246K – – –
WGAM
1993
Wilkinson Global Asset Management
New York
$245K -$49K -430 -17%
AWC
1994
Abundance Wealth Counselors
Pennsylvania
$245K +$246K +2,161 New
5W
1995
5T Wealth
California
$244K +$4.78K +42 +2%
AMPWP
1996
Alvarez & Marsal Private Wealth Partners
Florida
$244K +$27.6K +242 +13%
SSA
1997
South Street Advisors
New York
$244K +$245K +2,150 New
AGAM
1998
Audent Global Asset Management
California
$244K -$839K -7,370 -77%
SCM
1999
SCS Capital Management
Massachusetts
$243K -$257K -2,257 -51%
SWGC
2000
Summit Wealth Group (Colorado)
Colorado
$242K +$243K +2,131 New
78 79
80
81 82