We are live on ! Find out more
C icon

Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
MBA
1026
McQueen Ball & Associates
Pennsylvania
$215K +$207K +4,545 New
SFA
1027
Sequoia Financial Advisors
Ohio
$215K +$208K +4,562 New
BAM
1028
Brave Asset Management
New Jersey
$213K -$135K -2,960 -40%
HCC
1029
Hirtle Callaghan & Co
Pennsylvania
$212K
BOH
1030
Bank of Hawaii
Hawaii
$210K +$202K +4,439 New
HHGA
1031
Halbert Hargrove Global Advisors
California
$209K -$16.9K -371 -8%
TC
1032
Telemus Capital
Michigan
$206K +$198K +4,353 New
SCA
1033
Snowden Capital Advisors
New York
$202K +$195K +4,283 New
PAS
1034
Partnervest Advisory Services
California
$202K -$31.6K -695 -14%
CGT
1035
Capital Guardian Trust
California
$199K
AssetMark Inc
1036
AssetMark Inc
California
$193K -$10K -220 -5%
WEC
1037
Winslow Evans & Crocker
Massachusetts
$173K
NSIM
1038
North Star Investment Management
Illinois
$172K -$13.5K -297 -8%
MIC
1039
MU Investments Company
Japan
$160K -$146K -3,200 -48%
SC
1040
SRB Corp
Massachusetts
$159K +$9.46K +208 +7%
BFEC
1041
Benjamin F. Edwards & Company
Missouri
$154K +$39.8K +874 +37%
HPBT
1042
High Point Bank & Trust
North Carolina
$153K
HFM
1043
Hartford Financial Management
Connecticut
$147K
IR
1044
Invictus RG
Bermuda
$146K +$52.9K +1,163 +61%
FPFS
1045
First Personal Financial Services
North Carolina
$144K -$14K -308 -9%
WP
1046
WealthPLAN Partners
Nebraska
$144K -$257K -5,650 -65%
FFC
1047
First Financial Corp
Indiana
$134K -$43K -945 -25%
MWM
1048
MinichMacGregor Wealth Management
New York
$133K +$227 +5 +0.2%
SWA
1049
Sutton Wealth Advisors
Florida
$133K +$15.2K +334 +13%
AIM
1050
Assured Investment Management
New York
$129K -$740K -16,278 -86%