We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
3C
1001
361 Capital
Colorado
$834K +$334K +4,916 +69%
WIP
1002
Wellesley Investment Partners
Massachusetts
$830K +$35.5K +522 +5%
PCM
1003
Palisade Capital Management
New Jersey
$828K – – –
GAM
1004
Grandview Asset Management
Pennsylvania
$826K -$27.2K -400 -3%
EWM
1005
Edge Wealth Management
New York
$826K -$8.5K -125 -1%
BDF
1006
Balasa Dinverno & Foltz
$826K +$11.3K +166 +1%
DCM
1007
Dimension Capital Management
Florida
$823K -$2.11M -31,080 -72%
BP
1008
Ballentine Partners
Massachusetts
$823K -$131K -1,926 -14%
BS
1009
Bessemer Securities
New York
$821K -$122K -1,800 -13%
IDBONY
1010
Israel Discount Bank of New York
New York
$817K -$42.9K -630 -5%
BCM
1011
Boltwood Capital Management
California
$814K +$801K +11,780 New
ACI
1012
Alpha Cubed Investments
California
$798K -$44K -647 -5%
FWM
1013
Frontier Wealth Management
Missouri
$795K +$36.5K +536 +5%
BAM
1014
Belpointe Asset Management
Nevada
$793K +$200K +2,946 +35%
BFC
1015
Blue Fin Capital
Rhode Island
$792K -$127K -1,860 -14%
TI
1016
Truepoint Inc
Ohio
$790K -$752K -11,049 -49%
JIC
1017
Johnson Investment Counsel
Ohio
$787K -$185K -2,714 -19%
PPSG
1018
Princeton Portfolio Strategies Group
New Jersey
$786K -$37.4K -550 -5%
TW
1019
TrinityPoint Wealth
Connecticut
$785K -$2.92K -43 -0.4%
OIA
1020
OneDigital Investment Advisors
Kansas
$781K +$106K +1,558 +16%
KP
1021
Keel Point
Alabama
$774K -$58.3K -857 -7%
MCM
1022
Manchester Capital Management
Vermont
$773K -$40.8K -600 -5%
WSCM
1023
Wellington Shields Capital Management
New York
$772K -$3.4K -50 -0.4%
CCM
1024
Compton Capital Management
Rhode Island
$770K -$311K -4,567 -29%
NP
1025
NorthRock Partners
Minnesota
$766K +$754K +11,088 New
39 40
41
42 43