We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
AFAS
1026
Acorn Financial Advisory Services
Virginia
$770K +$34.8K +498 +5%
HSA
1027
HBK Sorce Advisory
Pennsylvania
$770K +$106K +1,513 +16%
EN1L
1028
Engine No 1 LLC
California
$766K +$301K +4,313 +65%
ESCM
1029
Echo Street Capital Management
New York
$765K +$194K +2,776 +34%
SS
1030
Sunbelt Securities
Texas
$761K – – –
V
1031
VeraBank
Texas
$759K +$82.1K +1,174 +12%
EWM
1032
Evercore Wealth Management
New York
$758K -$15.4K -221 -2%
AC
1033
Arjuna Capital
North Carolina
$758K +$33.6K +481 +5%
IWS
1034
Insight Wealth Strategies
California
$748K +$57.2K +819 +8%
TWI
1035
Thomas White International
Illinois
$745K – – –
IRC
1036
Investors Research Corp
Georgia
$737K – – –
BP
1037
Ballentine Partners
Massachusetts
$735K +$5.94K +85 +0.8%
VBCG
1038
Valley Brook Capital Group
Pennsylvania
$733K -$23.1K -330 -3%
CA
1039
Clearstead Advisors
Ohio
$732K +$110K +1,568 +18%
FSA
1040
Fort Sheridan Advisors
Illinois
$730K +$20.3K +290 +3%
CWM
1041
Cabot Wealth Management
Massachusetts
$727K +$4.75K +68 +0.7%
MCA
1042
Mercer Capital Advisers
New Jersey
$726K – – –
GIA
1043
Gladstone Institutional Advisory
Florida
$726K +$260K +3,725 +56%
KTA
1044
Keeley-Teton Advisors
Illinois
$724K – – –
PA
1045
Parallel Advisors
California
$722K +$180K +2,579 +33%
FWCM
1046
Ferguson Wellman Capital Management
Oregon
$721K -$35K -500 -5%
1WA
1047
180 Wealth Advisors
Washington
$720K +$350 +5 +0.1%
WSFS
1048
Wilmington Savings Fund Society
Delaware
$719K -$27.5K -393 -4%
BPM
1049
Bowling Portfolio Management
Ohio
$719K -$14.3K -204 -2%
FFN
1050
Focus Financial Network
Minnesota
$715K +$23.4K +335 +3%
40 41
42
43 44