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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2001
Daner Wealth Management
Georgia
$240K +$216K +1,901 New
WC
2002
Weil Company
California
$240K – – –
EPIME
2003
Evelyn Partners Investment Management (Europe)
$240K -$48.4K -425 -17%
TWA
2004
TCI Wealth Advisors
Arizona
$239K -$797 -7 -0.3%
PB
2005
Pinnacle Bancorp
Nebraska
$239K -$39.6K -348 -14%
JC
2006
JBGlobal.com
New York
$239K -$101K -886 -30%
BFWM
2007
Bright Futures Wealth Management
New York
$239K +$12.8K +112 +6%
CC
2008
Chicago Capital
Illinois
$239K +$239K +2,103 New
DW30
2009
Drucker Wealth 3.0
New Jersey
$238K +$8.31K +73 +4%
LIP
2010
Lighthouse Investment Partners
Florida
$238K -$6.99M -61,358 -97%
SMF
2011
Sterling Manor Financial
New York
$238K – – –
NPT
2012
Nixon Peabody Trust
Massachusetts
$238K +$16.9K +148 +8%
MC
2013
Mathes Company
New York
$238K – – –
LWM
2014
Lyell Wealth Management
California
$237K +$2.28K +20 +1%
GSWM
2015
Golden State Wealth Management
California
$237K +$6.72K +59 +3%
MHWM
2016
Montz Harcus Wealth Management
Louisiana
$237K +$4.55K +40 +2%
PWP
2017
Parkwoods Wealth Partners
New York
$237K +$238K +2,087 New
PFWA
2018
Paces Ferry Wealth Advisors
Georgia
$236K -$24.6K -216 -9%
WAL
2019
W Advisors LLC
Tennessee
$236K +$6.95K +61 +3%
FWSM
2020
First Wilshire Securities Management
California
$236K -$32.3K -284 -12%
CWA
2021
Centennial Wealth Advisory
Michigan
$236K +$237K +2,077 New
CRWM
2022
Castle Rock Wealth Management
California
$236K +$1.71K +15 +0.7%
E
2023
Entelevest
Florida
$235K -$5.58K -49 -2%
CNBOF
2024
City National Bank of Florida
Florida
$235K +$236K +2,069 New
VHAM
2025
Van Hulzen Asset Management
California
$235K – – –
79 80
81
82 83