We are live on ! Find out more
C icon

Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1251
Southport Capital Management
Tennessee
$415K +$18K +271 +4%
SOW
1252
State of Wyoming
Wyoming
$414K -$18.2K -273 -4%
MSFS
1253
Main Street Financial Solutions
Pennsylvania
$412K +$39K +586 +9%
QFA
1254
Quattro Financial Advisors
Texas
$410K -$2.61M -39,183 -85%
STA
1255
Summit Trail Advisors
New York
$409K -$34.8K -524 -7%
GWM
1256
Gitterman Wealth Management
New Jersey
$407K +$212K +3,183 +89%
FM
1257
Family Management
New York
$406K +$447K +6,720 New
EWA
1258
Exencial Wealth Advisors
Oklahoma
$404K +$83.6K +1,258 +23%
KMWM
1259
Keudell/Morrison Wealth Management
Oregon
$401K -$3.79K -57 -0.9%
AWM
1260
Axxcess Wealth Management
California
$401K +$442K +6,642 New
LJAC
1261
L.J. Altfest & Co
New York
$399K -$78.2K -1,176 -15%
AOWM
1262
Alpha Omega Wealth Management
Virginia
$399K
VCM
1263
Virtue Capital Management
Tennessee
$399K +$110K +1,653 +33%
NICM
1264
Neo Ivy Capital Management
New York
$399K +$439K +6,609 New
CIA
1265
Cladis Investment Advisory
Montana
$399K +$439K +6,606 New
RFN
1266
RDA Financial Network
Iowa
$396K +$20.6K +310 +5%
BAM
1267
Blueshift Asset Management
New Jersey
$396K +$114K +1,708 +35%
GM
1268
GeoWealth Management
Illinois
$394K +$9.64K +145 +2%
Arrowstreet Capital
1269
Arrowstreet Capital
Massachusetts
$394K +$433K +6,518 New
SYBT
1270
Stock Yards Bank & Trust
Kentucky
$390K +$203K +3,054 +90%
MFW
1271
Mosaic Family Wealth
Missouri
$389K +$27.4K +412 +7%
FCI
1272
Financial Counselors Inc
Kansas
$388K +$59K +888 +16%
CT
1273
Clearstead Trust
Maine
$387K
IIC
1274
Integrated Investment Consultants
Michigan
$387K +$3.06K +46 +0.7%
EWM
1275
EPG Wealth Management
Georgia
$387K +$28.7K +431 +7%