We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
951
Shelton Wealth Management
Texas
$864K +$839K +13,614 New
FSA
952
Fort Sheridan Advisors
Illinois
$854K +$8.02K +130 +1%
HTC
953
Haverford Trust Company
Pennsylvania
$852K +$828K +13,432 New
CA
954
Commerzbank Aktiengesellschaft
Germany
$851K +$55.9K +907 +7%
LFM
955
LGT Fund Management
Liechtenstein
$850K +$826K +13,400 New
SIP
956
Stoneridge Investment Partners
Pennsylvania
$849K -$80.2K -1,300 -9%
TSWM
957
Triangle Securities Wealth Management
North Carolina
$849K -$1.85K -30 -0.2%
NCFG
958
New Century Financial Group
New Jersey
$845K -$633K -10,265 -44%
SWM
959
SeaCrest Wealth Management
New York
$845K +$28.9K +468 +4%
CI
960
CX Institutional
Indiana
$845K +$4.01K +65 +0.5%
CIA
961
Concurrent Investment Advisors
Florida
$843K +$166K +2,700 +26%
LCM
962
Lazari Capital Management
California
$839K +$52K +843 +7%
BCG
963
Breakwater Capital Group
New Jersey
$830K +$63.9K +1,037 +9%
CPM
964
Connective Portfolio Management
New York
$825K -$617K -10,000 -43%
MWM
965
Mosley Wealth Management
California
$812K -$134K -2,179 -15%
VCA
966
Verdence Capital Advisors
Maryland
$812K -$33K -536 -4%
PFM
967
Privium Fund Management
Netherlands
$807K -$129K -2,100 -14%
ADL
968
Asset Dedication LLC
California
$806K -$3.58K -58 -0.5%
AIA
969
Affinity Investment Advisors
California
$806K – – –
IWM
970
IHT Wealth Management
Illinois
$801K -$186K -3,020 -19%
PWM
971
Power Wealth Management
Georgia
$800K +$5.06K +82 +0.7%
TW
972
Trajan Wealth
Arizona
$800K -$105K -1,696 -12%
GRP
973
Global Retirement Partners
California
$797K +$161K +2,607 +26%
EP
974
Edgestream Partners
New Jersey
$794K -$1.88M -30,427 -71%
JSSH
975
J. Safra Sarasin Holding
$793K +$771K +12,500 New
37 38
39
40 41