We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
1251
Tarbox Family Office
California
$367K – – –
SIAP
1252
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$365K – – –
KFC
1253
Klingenstein Fields & Co
New York
$364K – – –
DAS
1254
Dynamic Advisor Solutions
Arizona
$364K +$210 +3 +0.1%
AWM
1255
Apollon Wealth Management
South Carolina
$364K +$14.8K +212 +4%
LF
1256
Lantz Financial
Illinois
$363K +$7.2K +103 +2%
GG
1257
Golden Green
South Carolina
$361K -$94.4K -1,351 -21%
RIG
1258
Roosevelt Investment Group
New York
$360K -$28K -400 -7%
CCMG
1259
Clark Capital Management Group
Pennsylvania
$360K -$70 -1 -0%
WA
1260
WBH Advisory
Maryland
$360K +$419 +6 +0.1%
XSC
1261
X-Square Capital
Puerto Rico
$358K +$3.08K +44 +0.9%
WP
1262
WealthSource Partners
California
$358K +$38.4K +550 +12%
AG
1263
AlphaSimPlex Group
Massachusetts
$357K -$428K -6,117 -55%
PCP
1264
Proficio Capital Partners
Massachusetts
$356K +$67.1K +960 +23%
SP
1265
Successful Portfolios
Florida
$355K – – –
SMH
1266
Sanders Morris Harris
Texas
$354K +$353K +5,044 New
NB
1267
Nicolet Bankshares
Wisconsin
$353K -$246K -3,525 -41%
GJIC
1268
Gamble Jones Investment Counsel
California
$352K +$70.6K +1,010 +25%
CFA
1269
Carroll Financial Associates
North Carolina
$351K -$95.9K -1,372 -22%
CF
1270
Clarity Financial
Texas
$351K – – –
HA
1271
Harbor Advisors
Florida
$351K – – –
AC
1272
Abbrea Capital
California
$351K +$40.9K +585 +13%
SAM
1273
Sabadell Asset Management
Spain
$351K +$36.6K +523 +12%
ACS
1274
Archford Capital Strategies
Illinois
$349K -$1.26K -18 -0.4%
WT
1275
Washington Trust
Rhode Island
$348K -$6.29K -90 -2%
49 50
51
52 53