We are live on ! Find out more
C icon

Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1001
Winthrop Capital Management
Indiana
$1.29M +$651 +9 +0.1%
AWM
1002
Avior Wealth Management
Nebraska
$1.29M -$2.47M -34,112 -69%
RWM
1003
Riverbend Wealth Management
South Carolina
$1.29M +$109K +1,506 +11%
AGDI
1004
Absolute Gestao de Investimentos
Brazil
$1.28M +$1.08M +15,000 New
QI
1005
Qtron Investments
Massachusetts
$1.27M
PWP
1006
Prasad Wealth Partners
Ohio
$1.27M +$1.95K +27 +0.2%
CCM
1007
Cinctive Capital Management
New York
$1.27M +$1.08M +14,891 New
TFS
1008
Thoroughbred Financial Services
Tennessee
$1.27M -$581K -8,039 -35%
ST
1009
Somerset Trust
Pennsylvania
$1.26M -$33.3K -461 -3%
BCM
1010
Birmingham Capital Management
Alabama
$1.26M -$344K -4,765 -24%
Fidelity International
1011
Fidelity International
Bermuda
$1.26M +$605K +8,366 +131%
EM
1012
Excalibur Management
Massachusetts
$1.25M -$20K -276 -2%
LWM
1013
Lyell Wealth Management
California
$1.25M -$2.03M -28,100 -66%
IBOK
1014
Independence Bank of Kentucky
Kentucky
$1.25M +$30.4K +421 +3%
TCBWMS
1015
Texas Capital Bank Wealth Management Services
Texas
$1.24M +$89K +1,231 +9%
NL
1016
NVWM LLC
Pennsylvania
$1.24M -$2.96K -41 -0.3%
AIP
1017
Almanack Investment Partners
Pennsylvania
$1.22M +$1.04M +14,390 New
TPA
1018
Trivium Point Advisory
Connecticut
$1.22M -$20.9K -289 -2%
CI
1019
Conning Inc
Connecticut
$1.22M -$31.9K -441 -3%
IA
1020
IFP Advisors
Florida
$1.22M -$264K -3,656 -20%
MC
1021
Moors & Cabot
Massachusetts
$1.22M -$146K -2,015 -12%
CWM
1022
Compass Wealth Management
Connecticut
$1.22M -$2.82M -39,071 -73%
PTC
1023
Philadelphia Trust Company
Pennsylvania
$1.22M +$200K +2,763 +24%
CNBT
1024
Canandaigua National Bank & Trust
New York
$1.21M -$16.1K -223 -2%
AAP
1025
Arax Advisory Partners
Colorado
$1.21M +$402K +5,558 +84%