We are live on ! Find out more
C icon

Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
NB
876
NBT Bank
New York
$665K -$239K -4,725 -27%
1IC
877
1919 Investment Counsel
Maryland
$662K -$9.97K -197 -2%
BP
878
Ballentine Partners
Massachusetts
$661K +$11.3K +223 +2%
PVWM
879
Point View Wealth Management
New Jersey
$660K +$641K +12,672 New
FHB
880
First Hawaiian Bank
Hawaii
$656K -$33.8K -667 -5%
LCM
881
Lucas Capital Management
New Jersey
$653K -$86K -1,700 -12%
PSC
882
Piper Sandler & Co
Minnesota
$651K +$633K +12,500 New
BFC
883
Blue Fin Capital
Rhode Island
$643K +$625K +12,341 New
TFO
884
Tarbox Family Office
California
$639K +$621K +12,265 New
Envestnet Asset Management
885
Envestnet Asset Management
Illinois
$633K -$135K -2,668 -18%
IPRC
886
Indices-Pac Research Corporation
New Jersey
$622K -$927K -18,325 -61%
MTIM
887
Marathon Trading Investment Management
Pennsylvania
$620K +$602K +11,900 New
CK
888
Cohen Klingenstein
New York
$615K – – –
EP
889
Elkhorn Partners
Nebraska
$615K – – –
LC
890
Loews Corp
New York
$610K – – –
BRWA
891
B. Riley Wealth Advisors
Florida
$608K -$15.3K -302 -3%
BDF
892
Balasa Dinverno & Foltz
$606K +$8.6K +170 +1%
S
893
SignatureFD
Georgia
$606K +$9.36K +185 +2%
PAM
894
Princeton Alpha Management
New Jersey
$603K +$586K +11,577 New
ICOA
895
Investment Centers of America
North Dakota
$599K -$111K -2,202 -15%
AC
896
Amici Capital
New York
$594K – – –
FMWA
897
Forvis Mazars Wealth Advisors
Missouri
$593K -$20K -396 -3%
BCM
898
Bourgeon Capital Management
Connecticut
$589K -$633K -12,500 -53%
AI
899
Atria Investments
North Carolina
$588K -$11.8K -233 -2%
MFS
900
MSI Financial Services
Massachusetts
$578K -$567K -11,206 -50%