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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
2001
NorthLanding Financial Partners
New York
$307K +$285K +2,193 New
EB
2002
Eastern Bank
Massachusetts
$307K +$32.5K +250 +13%
CWA
2003
Crusonia Wealth Advisors
Colorado
$306K +$45.2K +347 +19%
SFG
2004
SevenBridge Financial Group
Pennsylvania
$306K -$16.3K -125 -5%
1WA
2005
180 Wealth Advisors
Washington
$306K -$9.89K -76 -3%
JCM
2006
Jacobsen Capital Management
Utah
$305K -$32.5K -250 -10%
SSA
2007
South Street Advisors
New York
$305K +$3.9K +30 +1%
TC
2008
Trilogy Capital
California
$305K -$1.17K -9 -0.4%
KCM
2009
Key Capital Management
Tennessee
$305K -$31.4K -241 -10%
ZF
2010
Zhang Financial
Michigan
$304K +$283K +2,172 New
KFP
2011
Kerr Financial Planning
California
$303K +$911 +7 +0.3%
JPLA
2012
Joseph P. Lucia & Associates
New York
$303K +$391 +3 +0.1%
FA
2013
Fermata Advisors
California
$303K +$282K +2,167 New
CWG
2014
Crown Wealth Group
North Carolina
$303K +$130 +1 +0%
WI
2015
Wedgewood Investors
Pennsylvania
$303K – – –
WGAM
2016
Wilkinson Global Asset Management
New York
$303K – – –
GSWM
2017
Golden State Wealth Management
California
$303K +$9.37K +72 +3%
YDMI
2018
Y.D. More Investments
Israel
$301K +$14.2K +109 +5%
5W
2019
5T Wealth
California
$300K -$781 -6 -0.3%
CA
2020
Calton & Associates
Florida
$300K -$261K -2,002 -48%
E
2021
Entelevest
Florida
$300K +$8.72K +67 +3%
AGC
2022
August Group Capital
$300K -$10K -77 -3%
FGWP
2023
Founders Grove Wealth Partners
Virginia
$299K +$13.7K +105 +5%
EFMC
2024
Empire Financial Management Company
New York
$298K -$21.3K -164 -7%
MHWM
2025
Montz Harcus Wealth Management
Louisiana
$298K +$5.34K +41 +2%
79 80
81
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