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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
MCI
2001
MRP Capital Investments
Georgia
$8.51K – – –
QPBE
2002
Quintet Private Bank (Europe)
Luxembourg
$8.51K – – –
SHF
2003
Safe Harbor Fiduciary
Florida
$8.51K – – –
PMFA
2004
Plante Moran Financial Advisors
Michigan
$8.43K -$5.06K -70 -41%
CTA
2005
Colonial Trust Advisors
South Carolina
$8.28K +$1.01K +14 +17%
PWM
2006
Parkworth Wealth Management
California
$8.27K +$1.95K +27 +39%
TCM
2007
Tradewinds Capital Management
Washington
$8.17K +$72 +1 +1%
MSWA
2008
Marshall & Sterling Wealth Advisors
New York
$8.09K – – –
SRCM
2009
Signature Resources Capital Management
California
$7.92K +$4.55K +63 +210%
ABWM
2010
Alpine Bank Wealth Management
Colorado
$7.32K – – –
CT
2011
Coastline Trust
Rhode Island
$6.98K – – –
WCM
2012
WealthTrak Capital Management
Virginia
$6.81K -$1.08K -15 -16%
CG
2013
Curat Global
New Hampshire
$6.55K – – –
MBFW
2014
Morton Brown Family Wealth
Pennsylvania
$5.87K -$1.45K -20 -22%
QWM
2015
Quaker Wealth Management
New Jersey
$5.7K +$4.84K +67 New
CWA
2016
Carolina Wealth Advisors
South Carolina
$5.7K – – –
IWM
2017
IMG Wealth Management
Florida
$5.7K +$4.84K +67 New
PWA
2018
Principia Wealth Advisory
Texas
$5.62K +$2.67K +37 +128%
SFA
2019
Semmax Financial Advisors
North Carolina
$5.3K +$72 +1 +2%
BHWM
2020
Bay Harbor Wealth Management
Maryland
$5.28K +$3.04K +42 +210%
LFA
2021
Legend Financial Advisors
Pennsylvania
$5.19K +$4.41K +61 New
LFA
2022
Livelsberger Financial Advisory
Ohio
$5.02K +$4.26K +59 New
MAS
2023
MPWM Advisory Solutions
Georgia
$4.85K -$6.07K -84 -60%
HFS
2024
Hopwood Financial Services
Virginia
$4.75K – – –
AFG
2025
Albion Financial Group
Utah
$4.6K – – –
79 80
81
82 83