We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
1001
Mark Sheptoff Financial Planning
Connecticut
$889K +$756K +11,080 +973%
AWA
1002
Arete Wealth Advisors
Illinois
$880K +$557K +8,160 +207%
MIM
1003
Miller Investment Management
Pennsylvania
$873K – – –
FANJ
1004
Financial Architects (New Jersey)
New Jersey
$869K +$116K +1,692 +17%
RFS
1005
Rockefeller Financial Services
New York
$866K -$396K -5,799 -33%
CK
1006
Cohen Klingenstein
New York
$858K – – –
PWAP
1007
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$852K +$85K +1,245 +12%
IDBONY
1008
Israel Discount Bank of New York
New York
$847K -$62.8K -920 -7%
NA
1009
NewEdge Advisors
Louisiana
$845K +$287K +4,199 +60%
FWM
1010
Frontier Wealth Management
Missouri
$837K +$41.6K +610 +6%
CFP
1011
Cornerstone Financial Partners
North Carolina
$835K +$73.7K +1,079 +10%
FMBTD
1012
First Midwest Bank Trust Division
Illinois
$831K +$74.4K +1,090 +11%
MGIA
1013
Moneta Group Investment Advisors
Missouri
$830K -$113K -1,651 -13%
WA
1014
Waverly Advisors
Alabama
$826K -$6.14K -90 -0.8%
RCA
1015
Rex Capital Advisors
Rhode Island
$823K +$14K +205 +2%
JIC
1016
Johnson Investment Counsel
Ohio
$822K +$35.4K +519 +5%
ADL
1017
Asset Dedication LLC
California
$820K – – –
KAS
1018
Kemnay Advisory Services
New York
$819K -$55.2K -809 -7%
AFNAS
1019
American Financial Network Advisory Services
California
$811K +$761K +11,144 New
BBHC
1020
Brown Brothers Harriman & Co
New York
$808K -$13.1K -192 -2%
AIM
1021
Aspen Investment Management
Michigan
$808K +$37.5K +550 +5%
EWM
1022
Endurance Wealth Management
Rhode Island
$800K -$18.1K -265 -2%
BKA
1023
Brick & Kyle Associates
Pennsylvania
$790K +$410 +6 +0.1%
GW
1024
GW & Wade
Massachusetts
$789K +$90.9K +1,332 +14%
TAM
1025
Tocqueville Asset Management
New York
$784K +$334K +4,887 +83%
39 40
41
42 43