We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
1176
Burke & Herbert Bank & Trust
Virginia
$435K – – –
SAM
1177
Seelaus Asset Management
New Jersey
$435K -$8.57K -139 -2%
GSB
1178
Greenfield Savings Bank
Massachusetts
$433K -$26.4K -428 -6%
WAG
1179
Wallace Advisory Group
California
$431K +$108K +1,756 +35%
WCM
1180
Washington Capital Management
Washington
$431K – – –
BA
1181
Bluesphere Advisors
Pennsylvania
$430K +$417K +6,769 New
APW
1182
Aurora Private Wealth
New Jersey
$427K +$2.04K +33 +0.5%
MSA
1183
Marino Stram & Associates
Massachusetts
$427K +$8.69K +141 +2%
BCWM
1184
Bartlett & Co Wealth Management
Ohio
$426K -$22.8K -369 -5%
GWM
1185
Geneos Wealth Management
Colorado
$425K +$14.4K +234 +4%
FA
1186
Fiducient Advisors
Illinois
$424K +$11.2K +182 +3%
CL
1187
COWA LLC
Oklahoma
$419K +$617 +10 +0.2%
PWMG
1188
Prestige Wealth Management Group
New Jersey
$418K +$294K +4,770 +263%
EWM
1189
Elmwood Wealth Management
California
$417K -$20K -325 -5%
CIA
1190
Cladis Investment Advisory
Montana
$413K – – –
TFCP
1191
Twin Focus Capital Partners
Massachusetts
$413K -$123K -2,000 -24%
SFP
1192
Shepherd Financial Partners
Massachusetts
$411K +$432 +7 +0.1%
CIM
1193
CIM Investment Management
Pennsylvania
$407K -$2.34K -38 -0.6%
EP
1194
Elkhorn Partners
Nebraska
$406K -$6.17K -100 -2%
WFI
1195
West Family Investments
California
$406K – – –
CCWM
1196
Cassaday & Co Wealth Management
Virginia
$406K +$59.5K +965 +18%
3IP
1197
3Chopt Investment Partners
Virginia
$406K +$394K +6,391 New
PCM
1198
Prelude Capital Management
New York
$403K +$44.8K +727 +13%
SP
1199
Stablepoint Partners
Massachusetts
$402K +$154K +2,500 +67%
FLI
1200
Family Legacy Inc
South Carolina
$402K – – –
46 47
48
49 50