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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
2001
Mark Sheptoff Financial Planning
Connecticut
$69K – – –
MCA
2002
Maryland Capital Advisors
Maryland
$68.2K +$63.8K +672 New
ST
2003
Smithfield Trust
Pennsylvania
$68K – – –
CC
2004
Corsicana & Co
Texas
$66.9K +$62.5K +659 New
BT
2005
Banque Transatlantique
France
$66.2K – – –
Q1WB
2006
Quest 10 Wealth Builders
Virginia
$65.5K -$8.26K -87 -12%
FCT
2007
First Community Trust
Iowa
$63.4K – – –
FNWA
2008
Financial Network Wealth Advisors
Utah
$63K -$6.55K -69 -10%
NEWAS
2009
N.E.W. Advisory Services
Wisconsin
$62.1K +$95 +1 +0.2%
BCM
2010
Berbice Capital Management
New York
$60.9K – – –
IAG
2011
Innovative Advisory Group
Massachusetts
$60.9K – – –
CSC
2012
Caldwell Sutter Capital
California
$60.6K – – –
CWM
2013
Cranbrook Wealth Management
Michigan
$60.4K – – –
CHC
2014
City Holding Co
West Virginia
$59.1K -$5.69K -60 -9%
TC
2015
Truvestments Capital
Florida
$58.7K +$37.1K +391 +209%
PWMG
2016
Private Wealth Management Group
New Jersey
$58K – – –
NSG
2017
Nalls Sherbakoff Group
Tennessee
$57K – – –
GIA
2018
GHP Investment Advisors
Colorado
$55.7K – – –
FP
2019
Financial Perspectives
Minnesota
$55.4K – – –
CAL
2020
Capital Advisors Ltd
Ohio
$55K -$285 -3 -0.5%
ME
2021
McIlrath & Eck
Washington
$53.9K -$6.93K -73 -12%
FW
2022
Fairway Wealth
Ohio
$53.6K – – –
IGAM
2023
iA Global Asset Management
Quebec, Canada
$53K +$49.5K +522 New
FFC
2024
First Financial Corp
Indiana
$52.1K – – –
MIM
2025
MTM Investment Management
South Carolina
$51.8K – – –
79 80
81
82 83