We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1101
MONECO Advisors
Connecticut
$768K – – –
BPCE
1102
Bank Pictet & Cie (Europe)
Germany
$767K -$390K -5,281 -35%
RIA
1103
Realta Investment Advisors
Delaware
$763K +$107K +1,442 +17%
BRWM
1104
B. Riley Wealth Management
Tennessee
$760K +$7.68K +104 +1%
OFS
1105
OneAscent Financial Services
Alabama
$759K +$702K +9,504 New
OWA
1106
One Wealth Advisors
California
$758K -$10.3K -140 -1%
AF
1107
Alerus Financial
North Dakota
$756K -$26.6K -360 -4%
CAW
1108
Cornerstone Advisors (Washington)
Washington
$756K +$163K +2,212 +31%
RDWM
1109
Red Door Wealth Management
Tennessee
$754K +$680K +9,209 New
BAAM
1110
Baker Avenue Asset Management
California
$753K -$450K -6,094 -39%
KFA
1111
Kelleher Financial Advisors
New York
$751K -$6.8K -92 -1%
ECM
1112
Evergreen Capital Management
Washington
$751K +$142K +1,919 +26%
RMC
1113
Resources Management Corp
Connecticut
$747K +$5.17K +70 +0.8%
PAM
1114
PVG Asset Management
Colorado
$745K -$285K -3,861 -29%
MFG
1115
Magnus Financial Group
New York
$744K +$21.6K +292 +3%
FMWA
1116
Forvis Mazars Wealth Advisors
Missouri
$744K +$70.8K +958 +11%
OPS
1117
Orion Portfolio Solutions
Nebraska
$743K +$687K +9,298 New
PWMG
1118
Prestige Wealth Management Group
New Jersey
$741K -$517 -7 -0.1%
JAFL
1119
Jay A. Fishman Ltd
Michigan
$734K +$276K +3,733 +68%
EF
1120
Empirical Finance
Pennsylvania
$730K +$229K +3,106 +52%
PCA
1121
Personal Capital Advisors
California
$726K +$294K +3,980 +78%
EWA
1122
Exencial Wealth Advisors
Oklahoma
$724K -$34.7K -470 -5%
HAG
1123
HighPoint Advisor Group
Illinois
$722K +$25.2K +341 +4%
ZIC
1124
ZWJ Investment Counsel
Georgia
$721K +$667K +9,029 New
IIM
1125
Ironwood Investment Management
Massachusetts
$720K -$1.92K -26 -0.3%
43 44
45
46 47