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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
2001
Colonial Trust Advisors
South Carolina
$8.28K +$1.01K +14 +17%
PWM
2002
Parkworth Wealth Management
California
$8.27K +$1.95K +27 +39%
TCM
2003
Tradewinds Capital Management
Washington
$8.17K +$72 +1 +1%
MSWA
2004
Marshall & Sterling Wealth Advisors
New York
$8.09K – – –
SRCM
2005
Signature Resources Capital Management
California
$7.92K +$4.55K +63 +210%
ABWM
2006
Alpine Bank Wealth Management
Colorado
$7.32K – – –
CT
2007
Coastline Trust
Rhode Island
$6.98K – – –
WCM
2008
WealthTrak Capital Management
Virginia
$6.81K -$1.08K -15 -16%
CG
2009
Curat Global
New Hampshire
$6.55K – – –
MBFW
2010
Morton Brown Family Wealth
Pennsylvania
$5.87K -$1.45K -20 -22%
QWM
2011
Quaker Wealth Management
New Jersey
$5.7K +$4.84K +67 New
CWA
2012
Carolina Wealth Advisors
South Carolina
$5.7K – – –
IWM
2013
IMG Wealth Management
Florida
$5.7K +$4.84K +67 New
PWA
2014
Principia Wealth Advisory
Texas
$5.62K +$2.67K +37 +128%
SFA
2015
Semmax Financial Advisors
North Carolina
$5.3K +$72 +1 +2%
BHWM
2016
Bay Harbor Wealth Management
Maryland
$5.28K +$3.04K +42 +210%
LFA
2017
Legend Financial Advisors
Pennsylvania
$5.19K +$4.41K +61 New
LFA
2018
Livelsberger Financial Advisory
Ohio
$5.02K +$4.26K +59 New
MAS
2019
MPWM Advisory Solutions
Georgia
$4.85K -$6.07K -84 -60%
HFS
2020
Hopwood Financial Services
Virginia
$4.75K – – –
AFG
2021
Albion Financial Group
Utah
$4.6K – – –
BL
2022
BFSG LLC
California
$4.6K +$1.3K +18 +50%
BFPW
2023
BOK Financial Private Wealth
Colorado
$4.26K – – –
MFC
2024
Mechanics Financial Corp
Ohio
$4.26K – – –
CIM
2025
Contravisory Investment Management
Massachusetts
$4.17K – – –
79 80
81
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