We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
BRIA
1101
Balanced Rock Investment Advisors
Massachusetts
$531K -$9.49K -154 -2%
AFAS
1102
Acorn Financial Advisory Services
Virginia
$531K +$2.65K +43 +0.5%
MWM
1103
Modera Wealth Management
New Jersey
$524K -$40.4K -655 -7%
RAM
1104
Ramirez Asset Management
New York
$523K +$508K +8,235 New
BWG
1105
Beta Wealth Group
California
$521K +$24.5K +397 +5%
UAML
1106
US Asset Management LLC
Pennsylvania
$521K -$18K -292 -3%
SAI
1107
Savvy Advisors Inc
New York
$520K +$52.8K +857 +12%
AWM
1108
Alterna Wealth Management
Texas
$520K -$285K -4,629 -36%
WJWM
1109
Williams Jones Wealth Management
New York
$519K -$11.3K -184 -2%
QCG
1110
Quadrant Capital Group
Ohio
$516K +$33.8K +549 +7%
SB
1111
Simmons Bank
Arkansas
$514K -$6.41K -104 -1%
CIC
1112
Carnegie Investment Counsel
Ohio
$508K +$6.17K +100 +1%
BFS
1113
Bard Financial Services
Connecticut
$504K – – –
WAM
1114
WNY Asset Management
New York
$504K -$70.2K -1,139 -13%
QPWM
1115
Quadrant Private Wealth Management
Pennsylvania
$501K +$21.2K +344 +5%
NSIM
1116
North Star Investment Management
Illinois
$500K +$4.93K +80 +1%
SGI
1117
Summit Global Investments
Utah
$499K -$190K -3,074 -28%
IAMOG
1118
Investors Asset Management of Georgia
Georgia
$498K -$30.8K -500 -6%
MPWT
1119
MassMutual Private Wealth & Trust
Connecticut
$495K +$51.2K +831 +12%
PCM
1120
Parsons Capital Management
Rhode Island
$493K -$14.8K -240 -3%
CF
1121
Centaurus Financial
California
$492K -$652K -10,583 -58%
NLP
1122
Next Level Private
New York
$491K +$3.14K +51 +0.7%
MGIA
1123
Moneta Group Investment Advisors
Missouri
$488K +$19.5K +317 +4%
GIA
1124
Gateway Investment Advisers
Ohio
$488K -$6.05M -98,091 -93%
GWMR
1125
GC Wealth Management RIA
Massachusetts
$486K -$8.57K -139 -2%
43 44
45
46 47