We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1251
Harbor Advisors
Florida
$335K – – –
APP
1252
Avantax Planning Partners
Iowa
$332K -$949K -13,781 -74%
MWP
1253
MYCIO Wealth Partners
Pennsylvania
$330K +$8.12K +118 +2%
MBA
1254
McQueen Ball & Associates
Pennsylvania
$329K – – –
HFM
1255
Hartford Financial Management
Connecticut
$325K +$83.4K +1,211 +33%
I
1256
IberiaBank
Louisiana
$324K +$334K +4,846 New
1WA
1257
180 Wealth Advisors
Washington
$320K -$11.3K -164 -3%
RIA
1258
Regal Investment Advisors
Michigan
$319K -$88.7K -1,288 -21%
AWA
1259
AmeriServ Wealth Advisors
Pennsylvania
$319K – – –
CWM
1260
Circle Wealth Management
New Jersey
$317K -$8.54K -124 -3%
AFM
1261
Abbot Financial Management
Massachusetts
$316K – – –
MCP
1262
Mirador Capital Partners
California
$315K -$27.5K -400 -8%
SAM
1263
SP Asset Management
California
$315K +$330K +4,790 New
EF
1264
Empirical Finance
Pennsylvania
$313K -$95.1K -1,381 -23%
HHGA
1265
Halbert Hargrove Global Advisors
California
$311K +$3.72K +54 +1%
BO
1266
BRR OpCo
Ohio
$309K -$3.37K -49 -1%
XS
1267
XR Securities
Illinois
$308K +$317K +4,607 New
SS
1268
Simplicity Solutions
Minnesota
$307K +$316K +4,593 New
NAM
1269
NTV Asset Management
West Virginia
$306K -$34.4K -500 -10%
11A
1270
10-15 Associates
New York
$306K +$26.8K +389 +9%
CPO
1271
Cerity Partners OCIO
New York
$306K +$37.9K +550 +14%
PCA
1272
Personal Capital Advisors
California
$305K +$3.99K +58 +1%
MFW
1273
Meristem Family Wealth
Minnesota
$304K – – –
BWM
1274
BigSur Wealth Management
Florida
$303K – – –
AAM
1275
Aureus Asset Management
Massachusetts
$303K +$68.8K +1,000 +28%
49 50
51
52 53