We are live on ! Find out more
C icon

Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
GPA
1251
Garrison Point Advisors
California
$337K
LFA
1252
Legacy Financial Advisors
Kentucky
$337K +$189K +3,046 +128%
SP
1253
Successful Portfolios
Florida
$335K -$8.69K -140 -3%
RCM
1254
RB Capital Management
Nevada
$335K +$10.9K +176 +3%
FA
1255
Fortis Advisors
Pennsylvania
$333K -$6.21K -100 -2%
FMT
1256
First Mercantile Trust
Tennessee
$332K +$31.8K +512 +11%
JAFL
1257
Jay A. Fishman Ltd
Michigan
$331K -$120K -1,925 -27%
BWP
1258
Bernardo Wealth Planning
Pennsylvania
$329K -$28.9K -466 -8%
BB
1259
Bell Bank
North Dakota
$329K -$2.48K -40 -0.7%
BFPW
1260
BOK Financial Private Wealth
Colorado
$326K +$27.8K +447 +9%
QAM
1261
QCI Asset Management
New York
$324K -$24.8K -400 -7%
Westfield Capital Management
1262
Westfield Capital Management
Massachusetts
$324K +$323K +5,200 New
TBNY
1263
Trustco Bank (New York)
New York
$323K +$322K +5,178 New
SCG
1264
Sonata Capital Group
Washington
$322K
UIA
1265
UBP Investment Advisors
Switzerland
$322K +$321K +5,175 New
RWM
1266
Rench Wealth Management
Texas
$321K -$69.4K -1,117 -18%
IOOF
1267
Independent Order of Foresters
Ontario, Canada
$321K -$32.7K -526 -9%
AssetMark Inc
1268
AssetMark Inc
California
$320K -$738K -11,887 -70%
IWP
1269
Icon Wealth Partners
Texas
$320K +$9.75K +157 +3%
MA
1270
Mutual Advisors
Nebraska
$315K +$37.9K +611 +14%
LIC
1271
Lodestar Investment Counsel
Illinois
$313K
SW
1272
SlateStone Wealth
Florida
$313K +$312K +5,032 New
PGWM
1273
Parisi Gray Wealth Management
New Jersey
$312K
BA
1274
Birinyi Associates
Connecticut
$311K
HA
1275
Harbor Advisors
Florida
$311K