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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
MHWM
2001
Montz Harcus Wealth Management
Louisiana
$239K +$3.32K +32 +2%
VC
2002
Veery Capital
Delaware
$239K – – –
HNB
2003
Hilltop National Bank
Wyoming
$239K +$125K +1,200 +142%
HWP
2004
Hibernia Wealth Partners
Louisiana
$239K +$212K +2,044 New
AWS
2005
Arkfeld Wealth Strategies
Nebraska
$239K +$204K +1,965 New
SWP
2006
Semus Wealth Partners
Florida
$238K +$1.14K +11 +0.5%
SCA
2007
Scott Capital Advisors
Oregon
$238K +$212K +2,042 New
PFM
2008
Phillips Financial Management
Indiana
$238K +$5.82K +56 +3%
SWM
2009
SHP Wealth Management
Massachusetts
$238K +$211K +2,035 New
GSWM
2010
Golden State Wealth Management
California
$237K -$26.7K -257 -11%
DW30
2011
Drucker Wealth 3.0
New Jersey
$237K +$211K +2,028 New
GWM
2012
GK Wealth Management
Nevada
$236K -$46.9K -452 -18%
WIM
2013
Warwick Investment Management
Texas
$236K -$21.8K -210 -9%
CRWM
2014
Castle Rock Wealth Management
California
$236K +$211K +2,029 New
WAL
2015
W Advisors LLC
Tennessee
$235K -$69.4K -668 -25%
ICP
2016
Impact Capital Partners
Colorado
$235K -$13.6K -131 -6%
FCM
2017
Fourpath Capital Management
Oklahoma
$235K -$19.7K -190 -9%
KRW
2018
Kaufman Rossin Wealth
Florida
$235K -$116K -1,120 -36%
HIM
2019
Hanlon Investment Management
New Jersey
$234K +$209K +2,008 New
LC
2020
LCNB Corp
Ohio
$234K +$209K +2,008 New
CIC
2021
Crawford Investment Counsel
Georgia
$234K -$4.26K -41 -2%
FPWM
2022
FSB Premier Wealth Management
Iowa
$234K +$208K +2,004 New
PA
2023
PFG Advisors
Arizona
$234K -$146K -1,409 -41%
SC
2024
Sapient Capital
Indiana
$233K +$207K +1,992 New
CCAL
2025
City Center Advisors LLC
Michigan
$233K +$208K +2,000 New
79 80
81
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