We are live on ! Find out more
C icon

Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
FSA
1101
Fort Sheridan Advisors
Illinois
$1.19M -$140K -1,473 -11%
BWM
1102
BKM Wealth Management
Wisconsin
$1.19M -$66.4K -700 -6%
EAM
1103
EFG Asset Management
Oregon
$1.19M +$1.11M +11,684 New
MAWA
1104
Moss Adams Wealth Advisors
Washington
$1.18M +$15.5K +163 +1%
OIAM
1105
OFI Invest Asset Management
France
$1.18M +$1.16M +12,184 +840%
KWA
1106
Kingswood Wealth Advisors
California
$1.17M +$70.5K +743 +7%
LF
1107
LifePlan Financial
Minnesota
$1.17M -$72.4K -763 -6%
AFC
1108
AFT Forsyth & Company
Florida
$1.17M +$223K +2,350 +26%
SG Americas Securities
1109
SG Americas Securities
New York
$1.17M -$15M -157,708 -93%
CWM
1110
Compass Wealth Management
Connecticut
$1.17M -$263K -2,775 -19%
WTB
1111
Washington Trust Bank
Washington
$1.16M
EW
1112
Evoke Wealth
California
$1.16M +$285K +3,003 +36%
SAG
1113
SageView Advisory Group
California
$1.16M +$115K +1,216 +12%
FCP
1114
Fidelis Capital Partners
Florida
$1.16M +$33.5K +353 +3%
TSWM
1115
Triangle Securities Wealth Management
North Carolina
$1.15M -$100K -1,055 -8%
PAP
1116
Persistent Asset Partners
Hong Kong
$1.15M -$481K -5,067 -31%
HAM
1117
Harmony Asset Management
Arizona
$1.15M -$8.54K -90 -0.8%
PCM
1118
Prelude Capital Management
New York
$1.15M +$646K +6,810 +151%
PCS
1119
Personal CFO Solutions
New Jersey
$1.15M -$49.3K -520 -4%
VCA
1120
Verdence Capital Advisors
Maryland
$1.14M +$55.4K +584 +5%
ABTD
1121
Arvest Bank Trust Division
Oklahoma
$1.14M +$330K +3,473 +45%
IFG
1122
Independent Financial Group
California
$1.14M +$14.7K +155 +1%
LCM
1123
Lazari Capital Management
California
$1.14M
WWM
1124
Western Wealth Management
Colorado
$1.13M -$73.3K -773 -6%
WC
1125
Waterloo Capital
Texas
$1.13M -$35K -369 -3%