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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
WGAM
2001
Wilkinson Global Asset Management
New York
$245K -$49K -430 -17%
AWC
2002
Abundance Wealth Counselors
Pennsylvania
$245K +$246K +2,161 New
5W
2003
5T Wealth
California
$244K +$4.78K +42 +2%
AMPWP
2004
Alvarez & Marsal Private Wealth Partners
Florida
$244K +$27.6K +242 +13%
SSA
2005
South Street Advisors
New York
$244K +$245K +2,150 New
AGAM
2006
Audent Global Asset Management
California
$244K -$839K -7,370 -77%
SCM
2007
SCS Capital Management
Massachusetts
$243K -$257K -2,257 -51%
SWGC
2008
Summit Wealth Group (Colorado)
Colorado
$242K +$243K +2,131 New
DWM
2009
Daner Wealth Management
Georgia
$240K +$216K +1,901 New
WC
2010
Weil Company
California
$240K – – –
EPIME
2011
Evelyn Partners Investment Management (Europe)
$240K -$48.4K -425 -17%
TWA
2012
TCI Wealth Advisors
Arizona
$239K -$797 -7 -0.3%
PB
2013
Pinnacle Bancorp
Nebraska
$239K -$39.6K -348 -14%
JC
2014
JBGlobal.com
New York
$239K -$101K -886 -30%
BFWM
2015
Bright Futures Wealth Management
New York
$239K +$12.8K +112 +6%
CC
2016
Chicago Capital
Illinois
$239K +$239K +2,103 New
DW30
2017
Drucker Wealth 3.0
New Jersey
$238K +$8.31K +73 +4%
LIP
2018
Lighthouse Investment Partners
Florida
$238K -$6.99M -61,358 -97%
SMF
2019
Sterling Manor Financial
New York
$238K – – –
NPT
2020
Nixon Peabody Trust
Massachusetts
$238K +$16.9K +148 +8%
MC
2021
Mathes Company
New York
$238K – – –
LWM
2022
Lyell Wealth Management
California
$237K +$2.28K +20 +1%
GSWM
2023
Golden State Wealth Management
California
$237K +$6.72K +59 +3%
MHWM
2024
Montz Harcus Wealth Management
Louisiana
$237K +$4.55K +40 +2%
PWP
2025
Parkwoods Wealth Partners
New York
$237K +$238K +2,087 New
79 80
81
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