We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
901
Premier Path Wealth Partners
New Jersey
$3.06M +$231K +1,773 +9%
AWM
902
Allen Wealth Management
North Carolina
$3.06M -$195K -1,498 -6%
CIM
903
Cambria Investment Management
California
$3.04M +$662K +5,082 +31%
WPC
904
White Pine Capital
Minnesota
$3M +$10.8K +83 +0.4%
DIA
905
Dana Investment Advisors
Wisconsin
$2.99M -$15.9K -122 -0.6%
HCCM
906
Hudson Canyon Capital Management
New York
$2.98M +$2.77M +21,275 New
SOAMC
907
Spirit of America Management Corp
New York
$2.97M – – –
DFCM
908
Dark Forest Capital Management
Puerto Rico
$2.97M +$1.36M +10,449 +97%
PCM
909
Parsons Capital Management
Rhode Island
$2.93M -$789K -6,063 -22%
CTC
910
Central Trust Company
Missouri
$2.93M +$189K +1,449 +7%
AFW
911
Avantra Family Wealth
Pennsylvania
$2.93M -$177K -1,357 -6%
S
912
SignatureFD
Georgia
$2.92M -$39.8K -306 -1%
EPW
913
Evolve Private Wealth
California
$2.92M -$444K -3,413 -14%
PWMAG
914
Pinnacle Wealth Management Advisory Group
New Jersey
$2.91M +$65.9K +506 +2%
CIAS
915
CFS Investment Advisory Services
New Jersey
$2.89M +$8.46K +65 +0.3%
BTI
916
Blue Trust Inc
Georgia
$2.89M +$242K +1,860 +10%
AWA
917
Acumen Wealth Advisors
Tennessee
$2.89M +$1.48M +11,383 +123%
DWP
918
Daymark Wealth Partners
Ohio
$2.88M +$444K +3,413 +20%
ANTB
919
AMG National Trust Bank
Colorado
$2.86M -$8.19M -62,894 -75%
SPC
920
Spirepoint Private Client
Florida
$2.84M -$69.1K -531 -3%
FPL
921
Fortress Private Ledger
North Carolina
$2.84M -$104K -797 -4%
BAM
922
BOCHK Asset Management
Hong Kong
$2.83M +$2.64M +20,250 New
WIS
923
Wright Investors Service
Connecticut
$2.83M +$488K +3,747 +23%
DAS
924
DMKC Advisory Services
Iowa
$2.83M +$12.2K +94 +0.5%
GT
925
Greenleaf Trust
Michigan
$2.83M -$1.95K -15 -0.1%
35 36
37
38 39