We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
SOAMC
851
Spirit of America Management Corp
New York
$769K -$23.4K -500 -3%
JFGIW
852
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$768K +$25.9K +554 +3%
WJWM
853
Williams Jones Wealth Management
New York
$768K -$258K -5,500 -25%
RSWM
854
Robertson Stephens Wealth Management
California
$767K +$92K +1,964 +13%
SWM
855
Spire Wealth Management
Virginia
$763K -$407K -8,696 -34%
EFS
856
Essex Financial Services
Connecticut
$763K -$5.2K -111 -0.7%
MIM
857
Marco Investment Management
Georgia
$753K -$18.3K -390 -2%
TCBWMS
858
Texas Capital Bank Wealth Management Services
Texas
$748K +$38.6K +824 +5%
MP
859
McDonald Partners
Ohio
$748K +$10.5K +225 +1%
SB
860
Simmons Bank
Arkansas
$747K -$138K -2,937 -15%
ET
861
Equitable Trust
Tennessee
$746K +$4.68K +100 +0.6%
HWA
862
HCR Wealth Advisors
California
$746K -$13.6K -290 -2%
LSAG
863
Lake Street Advisors Group
New Hampshire
$743K -$984 -21 -0.1%
ZIG
864
Zuckerman Investment Group
Illinois
$737K -$4.17M -89,082 -85%
SCM
865
Sterneck Capital Management
Missouri
$736K -$9.32K -199 -1%
FNBT
866
FineMark National Bank & Trust
Florida
$736K -$103K -2,198 -12%
TF
867
TIAA FSB
Florida
$733K -$37.8K -806 -5%
EP
868
Eudaimonia Partners
Tennessee
$732K +$8.57K +183 +1%
GCM
869
Graham Capital Management
Connecticut
$731K +$743K +15,873 New
WFS
870
Widmann Financial Services
Maryland
$724K +$83.1K +1,774 +13%
VT
871
Vise Technologies
New York
$716K +$66.2K +1,413 +10%
HAIM
872
Hunter Associates Investment Management
Pennsylvania
$714K -$23.4K -500 -3%
WPC
873
Wedmont Private Capital
Pennsylvania
$713K -$56K -1,195 -7%
IB
874
Intrust Bank
Kansas
$707K +$5.2K +111 +0.7%
IIM
875
Ironwood Investment Management
Massachusetts
$701K +$46.8K +1,000 +7%
33 34
35
36 37