We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWM
1001
Twelve Points Wealth Management
Massachusetts
$387K +$36.6K +834 +10%
MAM
1002
MWA Asset Management
Massachusetts
$382K +$408K +9,298 New
MFC
1003
Mechanics Financial Corp
Ohio
$381K – – –
T
1004
TOBAM
France
$381K -$30.7K -699 -7%
BAM
1005
BOS Asset Management
Illinois
$376K -$32.1K -731 -7%
BAM
1006
Brave Asset Management
New Jersey
$374K – – –
SAM
1007
Steinberg Asset Management
New York
$374K +$399K +9,082 New
PIA
1008
Powell Investment Advisors
Florida
$373K +$571 +13 +0.1%
LI
1009
LVZ Inc
Michigan
$371K +$351 +8 +0.1%
ECM
1010
Evergreen Capital Management
Washington
$371K -$229K -5,216 -37%
FA
1011
FDx Advisors
Illinois
$370K -$445K -10,148 -53%
EP
1012
Elkhorn Partners
Nebraska
$368K – – –
WI
1013
WBI Investments
New Jersey
$368K +$86.5K +1,972 +28%
AFAS
1014
Acorn Financial Advisory Services
Virginia
$367K -$23.1K -527 -6%
AFC
1015
AFT Forsyth & Company
Florida
$366K -$8.78K -200 -2%
PTC
1016
Private Trust Company
Ohio
$365K -$15.6K -356 -4%
AC
1017
AlphaCore Capital
California
$362K +$5K +114 +1%
FCH
1018
Freestone Capital Holdings
Washington
$361K -$1.47M -33,514 -79%
CA
1019
Claro Advisors
Massachusetts
$361K +$56.5K +1,287 +17%
MWM
1020
Modera Wealth Management
New Jersey
$359K -$3.07K -70 -0.8%
RI
1021
Ridgewood Investments
New Jersey
$358K -$78.5K -1,789 -17%
BCG
1022
Breakwater Capital Group
New Jersey
$354K +$105K +2,402 +37%
MCM
1023
Marathon Capital Management
Maryland
$354K – – –
SM
1024
Salzhauer Michael
$353K -$9.09K -207 -2%
JIC
1025
Johnson Investment Counsel
Ohio
$352K -$134K -3,062 -26%
39 40
41
42 43