We are live on ! Find out more
C icon

Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
MFS
2576
Montgomery Financial Services
Maryland
$10K +$9.37K +72 New
PAMS
2577
Pinpoint Asset Management (Singapore)
$9.94K +$9.24K +71 New
QWM
2578
Quaker Wealth Management
New Jersey
$8.82K -$2.86K -22 -26%
CG
2579
Curat Global
New Hampshire
$8.73K – – –
NSG
2580
Nalls Sherbakoff Group
Tennessee
$8.68K -$65.1K -500 -89%
WA
2581
WestEnd Advisors
North Carolina
$8.4K – – –
HHGA
2582
Halbert Hargrove Global Advisors
California
$7.43K +$6.9K +53 New
HIA
2583
HFM Investment Advisors
New Jersey
$7.42K +$3.38K +26 +96%
BCA
2584
Bitterroot Capital Advisors
Montana
$7.29K – – –
CT
2585
Coastline Trust
Rhode Island
$7.14K – – –
BFS
2586
Beacon Financial Strategies
North Carolina
$7K – – –
MFC
2587
Mechanics Financial Corp
Ohio
$7K – – –
DCM
2588
Davis Capital Management
Florida
$6.86K +$4.17K +32 +188%
W
2589
WealthCollab
Washington
$6.44K – – –
JFA
2590
JNBA Financial Advisors
Minnesota
$6.3K +$2.47K +19 +73%
CFP
2591
Comprehensive Financial Planning
Pennsylvania
$6.16K – – –
NWM
2592
Navigoe Wealth Management
California
$6K +$2.21K +17 +52%
MAS
2593
MPWM Advisory Solutions
Georgia
$5.88K – – –
AAG
2594
Accordant Advisory Group
Maryland
$5.6K – – –
SVCP
2595
Silicon Valley Capital Partners
California
$5.51K – – –
CCMW
2596
Cypress Capital Management (Wyoming)
Wyoming
$5.32K – – –
JFG
2597
JDM Financial Group
Texas
$5.32K – – –
SMBT
2598
Southern Michigan Bank & Trust
Michigan
$5.32K – – –
AF
2599
Align Financial
Minnesota
$5.18K – – –
GWM
2600
Gilpin Wealth Management
Colorado
$4.9K – – –