We are live on ! Find out more
C icon

Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
WAG
1201
Wallace Advisory Group
California
$418K -$13.4K -217 -3%
GIA
1202
Gateway Investment Advisers
Ohio
$417K -$63.3K -1,024 -13%
MSA
1203
Marino Stram & Associates
Massachusetts
$415K -$6.06K -98 -1%
CL
1204
COWA LLC
Oklahoma
$414K
OWA
1205
One Wealth Advisors
California
$412K -$371 -6 -0.1%
ST
1206
Sabal Trust
Florida
$412K +$407K +6,584 New
CIA
1207
Choate Investment Advisors
Massachusetts
$411K +$406K +6,566 New
PA
1208
Prossimo Advisors
California
$411K +$20.7K +335 +5%
BFWM
1209
Bright Futures Wealth Management
New York
$411K +$18.3K +296 +5%
FA
1210
Fiducient Advisors
Illinois
$410K -$7.73K -125 -2%
GSB
1211
Greenfield Savings Bank
Massachusetts
$410K -$17.6K -284 -4%
SCM
1212
Sterneck Capital Management
Missouri
$408K -$26.8K -433 -6%
CIA
1213
Cladis Investment Advisory
Montana
$408K
EWM
1214
Elmwood Wealth Management
California
$407K -$4.64K -75 -1%
SFP
1215
Shepherd Financial Partners
Massachusetts
$406K +$557 +9 +0.1%
NFA
1216
Northern Financial Advisors
Michigan
$400K +$22.3K +361 +6%
GFG
1217
Goldstone Financial Group
Illinois
$398K +$73.6K +1,190 +23%
CIM
1218
CIM Investment Management
Pennsylvania
$394K -$7.05K -114 -2%
IIC
1219
Integrated Investment Consultants
Michigan
$392K +$63.6K +1,029 +20%
BPC
1220
Banque Pictet & Cie
Switzerland
$391K
LJAC
1221
L.J. Altfest & Co
New York
$390K +$13.4K +217 +4%
MBT
1222
Montecito Bank & Trust
California
$389K +$7.73K +125 +2%
IA
1223
Insight Advisors
Pennsylvania
$389K
LA
1224
LexAurum Advisors
Kansas
$389K +$7.73K +125 +2%
BFS
1225
Bard Financial Services
Connecticut
$388K -$108K -1,750 -22%