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Citigroup

C

Market cap $217B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
2001	PP 2001 PrairieView Partners St. Paul, Minnesota	$2K	–	–	–
2002	PWA 2002 Principia Wealth Advisory Dallas, Texas	$1.86K	-$1.45K	-19	-40%
2003	STB 2003 S&T Bank Indiana, Pennsylvania	$1.85K	–	–	–
2004	VWWMG 2004 Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$1.63K	–	–	–
2005	RWM 2005 Rialto Wealth Management Syracuse, New York	$1.63K	+$1.75K	+23	New
2006	FDW 2006 Fourth Dimension Wealth Middleburg Heights, Ohio	$1.56K	-$123K	-1,610	-99%
2007	BFS 2007 Bare Financial Services Gap, Pennsylvania	$1.49K	+$1.6K	+21	New
2008	BWM 2008 Bernard Wealth Management Royal Oak, Michigan	$1.49K	+$1.6K	+21	New
2009	IMC 2009 Investment Management Corporation Roanoke, Virginia	$1.42K	–	–	–
2010	CMA 2010 Cedar Mountain Advisors Lake Oswego, Oregon	$1.42K	–	–	–
2011	RWM 2011 Ruedi Wealth Management Champaign, Illinois	$1.42K	–	–	–
2012	SWC 2012 Spectrum Wealth Counsel Indianapolis, Indiana	$1.42K	–	–	–
2013	BHWM 2013 Bay Harbor Wealth Management Hunt Valley, Maryland	$1.42K	+$1.52K	+20	New
2014	IWP 2014 IAG Wealth Partners Waukesha, Wisconsin	$1.35K	+$1.14K	+15	+375%
2015	PWA 2015 Provenance Wealth Advisors Fort Lauderdale, Florida	$1.21K	–	–	–
2016	HHGA 2016 Halbert Hargrove Global Advisors Long Beach, California	$1.04K	+$1.14K	+15	New
2017	HC 2017 Hurley Capital New York	$923	–	–	–
2018	DWM 2018 Dogwood Wealth Management Lenexa, Kansas	$923	+$991	+13	New
2019	BIM 2019 Breakwater Investment Management Seattle, Washington	$852	–	–	–
2020	HIA 2020 HFM Investment Advisors Glassboro, New Jersey	$852	+$915	+12	New
2021	HIW 2021 Holos Integrated Wealth Kennett Square, Pennsylvania	$568	–	–	–
2022	HWM 2022 HighMark Wealth Management St. Paul, Minnesota	$430	–	–	–
2023	LFA 2023 LGT Financial Advisors Dallas, Texas	$426	–	–	–
2024	PCTC 2024 Perkins Coie Trust Company Seattle, Washington	$425	+$458	+6	New
2025	TC 2025 Tacita Capital Toronto, Ontario, Canada	$355	–	–	–

Citigroup C Market cap $217B

Citigroup

C

Market cap $217B