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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
2001
Black Diamond Financial
Maryland
$314K +$292K +2,245 New
HR
2002
Hardy Reed
Mississippi
$314K +$292K +2,243 New
GWM
2003
GDS Wealth Management
Texas
$313K +$291K +2,233 New
WA
2004
Wealth Architects
California
$312K -$651 -5 -0.2%
LDB
2005
Lee, Danner & Bass
Tennessee
$312K +$1.69K +13 +0.6%
MFP
2006
Meramec Financial Planners
Missouri
$311K -$22.7K -174 -7%
FCAS
2007
First Command Advisory Services
Texas
$310K +$36.1K +277 +14%
ITFISA
2008
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$310K +$171K +1,316 +146%
RPGK
2009
Retirement Planning Group (Kansas)
Kansas
$310K +$39.2K +301 +16%
WA
2010
WPG Advisers
Maryland
$308K +$68.6K +527 +31%
SIA
2011
Strategic Investment Advisors
Michigan
$308K +$64.6K +496 +29%
PCA
2012
Peddock Capital Advisors
Massachusetts
$308K – – –
SPP
2013
Single Point Partners
Massachusetts
$308K – – –
CAS
2014
CTC Alternative Strategies
Illinois
$308K +$286K +2,200 New
NFP
2015
NorthLanding Financial Partners
New York
$307K +$285K +2,193 New
EB
2016
Eastern Bank
Massachusetts
$307K +$32.5K +250 +13%
CWA
2017
Crusonia Wealth Advisors
Colorado
$306K +$45.2K +347 +19%
SFG
2018
SevenBridge Financial Group
Pennsylvania
$306K -$16.3K -125 -5%
1WA
2019
180 Wealth Advisors
Washington
$306K -$9.89K -76 -3%
JCM
2020
Jacobsen Capital Management
Utah
$305K -$32.5K -250 -10%
SSA
2021
South Street Advisors
New York
$305K +$3.9K +30 +1%
TC
2022
Trilogy Capital
California
$305K -$1.17K -9 -0.4%
KCM
2023
Key Capital Management
Tennessee
$305K -$31.4K -241 -10%
ZF
2024
Zhang Financial
Michigan
$304K +$283K +2,172 New
KFP
2025
Kerr Financial Planning
California
$303K +$911 +7 +0.3%
79 80
81
82 83