We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
1176
Brandywine Oak Private Wealth
Pennsylvania
$284K -$3.95K -87 -1%
MA
1177
MONECO Advisors
Connecticut
$283K +$284K +6,260 New
SAM
1178
Seelaus Asset Management
New Jersey
$283K -$1.09K -24 -0.4%
SFP
1179
Shepherd Financial Partners
Massachusetts
$281K -$20.4K -449 -7%
WFI
1180
West Family Investments
California
$281K +$282K +6,207 New
CF
1181
Clarity Financial
Texas
$280K +$17.8K +391 +7%
LJAC
1182
L.J. Altfest & Co
New York
$280K -$5.54K -122 -2%
AWA
1183
Aletheian Wealth Advisors
Washington
$280K +$281K +6,183 New
LI
1184
LVZ Inc
Michigan
$279K +$23.6K +520 +9%
SIG
1185
Sargent Investment Group
Maryland
$276K -$137K -3,025 -33%
CA
1186
Continuum Advisory
Idaho
$275K -$5.22K -115 -2%
RCM
1187
Requisite Capital Management
Texas
$275K +$4.82K +106 +2%
KMWM
1188
Keudell/Morrison Wealth Management
Oregon
$274K -$11.1K -245 -4%
VFA
1189
Voya Financial Advisors
Connecticut
$274K -$3.68K -81 -1%
RIA
1190
Richwood Investment Advisors
Ohio
$273K -$99.7K -2,195 -27%
PFGIA
1191
Patriot Financial Group Insurance Agency
Massachusetts
$273K -$24.5K -540 -8%
SIAP
1192
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$272K – – –
MWM
1193
Modera Wealth Management
New Jersey
$271K +$2.73K +60 +1%
ICG
1194
InterOcean Capital Group
Tennessee
$271K -$176K -3,881 -39%
BCG
1195
Breakwater Capital Group
New Jersey
$270K +$271K +5,971 New
CC
1196
Callan Capital
California
$270K +$271K +5,971 New
XSC
1197
X-Square Capital
Puerto Rico
$270K +$4.59K +101 +2%
CCWM
1198
Cassaday & Co Wealth Management
Virginia
$270K +$271K +5,969 New
WWM
1199
Western Wealth Management
Colorado
$270K -$343K -7,541 -56%
LDFR
1200
Lehman & Derafelo Financial Resources
Pennsylvania
$269K -$13.5K -298 -5%
46 47
48
49 50