We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1101
One Wealth Advisors
California
$346K +$96.5K +1,966 +36%
CA
1102
Calton & Associates
Florida
$345K -$21.1K -430 -6%
LAM
1103
Lakewood Asset Management
Illinois
$345K +$1.96K +40 +0.5%
VCM
1104
Violich Capital Management
California
$345K +$18.4K +375 +5%
CA
1105
Claro Advisors
Massachusetts
$343K +$116K +2,359 +48%
9WM
1106
9258 Wealth Management
Ohio
$342K -$26.1K -531 -7%
TAM
1107
Tocqueville Asset Management
New York
$341K +$28.2K +574 +9%
DA
1108
DCF Advisers
Connecticut
$340K -$491K -10,000 Closed
JSW
1109
Journey Strategic Wealth
New Jersey
$340K +$109K +2,213 +44%
BBI
1110
Baxter Bros Inc
Connecticut
$339K -$59.4K -1,211 -14%
TW
1111
TrinityPoint Wealth
Connecticut
$338K +$6.48K +132 +2%
XWM
1112
Xcel Wealth Management
Florida
$338K – – –
BHBT
1113
Burke & Herbert Bank & Trust
Virginia
$337K -$3.19K -65 -0.9%
LA
1114
Legacy Advisors
Pennsylvania
$337K +$352K +7,178 New
ETH
1115
Exos TFP Holdings
New York
$336K +$250K +5,094 +245%
FFP
1116
FourThought Financial Partners
Florida
$336K +$352K +7,170 New
KFA
1117
Kelleher Financial Advisors
New York
$334K +$49 +1 +0%
APW
1118
Aurora Private Wealth
New Jersey
$333K +$1.42K +29 +0.4%
1IA
1119
1834 Investment Advisors
Wisconsin
$332K -$334K -6,808 -49%
GEA
1120
Glen Eagle Advisors
New Jersey
$332K – – –
IAG
1121
Investmark Advisory Group
Connecticut
$331K +$346K +7,055 New
PPW
1122
Parcion Private Wealth
Washington
$326K -$8.49K -173 -2%
EHWM
1123
Eads & Heald Wealth Management
Georgia
$326K -$1.23K -25 -0.4%
LWM
1124
LJI Wealth Management
Indiana
$324K -$2.94K -60 -0.9%
FMLI
1125
Fukoku Mutual Life Insurance
Japan
$324K – – –
43 44
45
46 47