We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1151
Accurate Wealth Management
Florida
$252K +$21.9K +499 +9%
FLI
1152
Family Legacy Inc
South Carolina
$251K +$7.24K +165 +3%
RCM
1153
Requisite Capital Management
Texas
$250K – – –
CMI
1154
Clare Market Investments
Texas
$250K -$160K -3,653 -38%
SIAP
1155
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$248K – – –
KMWM
1156
Keudell/Morrison Wealth Management
Oregon
$248K +$88 +2 +0%
PB
1157
Pinnacle Bancorp
Nebraska
$247K – – –
APP
1158
Avantax Planning Partners
Iowa
$247K -$329K -7,499 -56%
EFG
1159
Ethos Financial Group
Pennsylvania
$246K +$48K +1,094 +22%
LWM
1160
LJI Wealth Management
Indiana
$245K -$30.7K -700 -11%
JWM
1161
Jeppson Wealth Management
California
$245K -$20.8K -473 -7%
CAG
1162
Crestwood Advisors Group
Massachusetts
$244K +$260K +5,926 New
TCWM
1163
Total Clarity Wealth Management
Illinois
$244K -$31.6K -721 -11%
BHPW
1164
Beverly Hills Private Wealth
California
$243K -$73K -1,663 -22%
CCWM
1165
Cassaday & Co Wealth Management
Virginia
$243K +$4.78K +109 +2%
PBK
1166
Peoples Bank (Kansas)
Kansas
$241K +$258K +5,870 New
EWA
1167
Exencial Wealth Advisors
Oklahoma
$241K -$121K -2,764 -32%
MCP
1168
Mirador Capital Partners
California
$241K +$27.3K +621 +12%
HCM
1169
Hodges Capital Management
Texas
$240K +$256K +5,842 New
IA
1170
IFG Advisors
Missouri
$239K – – –
AHC
1171
Adell Harriman & Carpenter
Texas
$238K +$62.1K +1,415 +32%
HT
1172
Headlands Technologies
Illinois
$238K -$198K -4,503 -44%
LCM
1173
Lewis Capital Management
California
$238K +$2.63K +60 +1%
EHWM
1174
Eads & Heald Wealth Management
Georgia
$237K -$27K -615 -10%
WB
1175
WesBanco Bank
West Virginia
$236K -$5.62K -128 -2%
45 46
47
48 49