We are live on ! Find out more
C icon

Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
DWT
1151
Dorsey & Whitney Trust
South Dakota
$619K -$222 -3 -0%
CPP
1152
Crow Point Partners
Massachusetts
$618K -$342K -4,629 -36%
JIC
1153
Joel Isaacson & Co
New York
$617K -$34.2K -462 -5%
EWM
1154
Evercore Wealth Management
New York
$612K +$14.8K +200 +2%
NDSI
1155
Newman Dignan & Sheerar Inc
Rhode Island
$610K -$8.5K -115 -1%
I
1156
IberiaBank
Louisiana
$610K -$5.55K -75 -0.9%
QFA
1157
Quattro Financial Advisors
Texas
$606K
GLA
1158
Good Life Advisors
Pennsylvania
$606K +$207K +2,797 +52%
KA
1159
Kovack Advisors
Florida
$606K +$603K +8,148 New
ACI
1160
Alpha Cubed Investments
California
$604K -$116K -1,571 -16%
HJMC
1161
Hellman Jordan Management Company
Massachusetts
$601K
LNC
1162
Lincoln National Corp
Pennsylvania
$597K +$232K +3,141 +64%
BWP
1163
BSW Wealth Partners
Colorado
$596K
NSEDCP
1164
NJ State Employees Deferred Compensation Plan
New Jersey
$595K
PCM
1165
Perritt Capital Management
Illinois
$592K
TPWA
1166
TRUE Private Wealth Advisors
Oregon
$592K +$20.6K +278 +4%
AP
1167
AHL Partners
United Kingdom
$588K +$584K +7,903 New
WA
1168
WBH Advisory
Maryland
$584K +$125K +1,686 +27%
WCM
1169
Weik Capital Management
Pennsylvania
$581K -$3.7K -50 -0.6%
HSA
1170
HBK Sorce Advisory
Pennsylvania
$581K +$131K +1,765 +29%
MRCM
1171
M&R Capital Management
New Jersey
$580K +$277K +3,742 +92%
RVPG
1172
Relative Value Partners Group
$575K -$20.3K -275 -3%
CCMG
1173
Clark Capital Management Group
Pennsylvania
$567K +$42.6K +576 +8%
NRS
1174
Neville Rodie & Shaw
New York
$567K +$44.1K +596 +8%
PFC
1175
Phocas Financial Corp
California
$565K