We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1276
Deltec Asset Management
New York
$217K – – –
LCS
1277
Levin Capital Strategies
New York
$217K +$258K +5,217 New
WAM
1278
Watershed Asset Management
California
$216K +$256K +5,176 New
BFEC
1279
Benjamin F. Edwards & Company
Missouri
$215K -$12.4K -250 -5%
MTC
1280
McDaniel Terry & Co
Texas
$215K – – –
TFO
1281
Tarbox Family Office
California
$215K – – –
WFPG
1282
Waller Financial Planning Group
Ohio
$215K +$7.41K +150 +3%
CWP
1283
CFM Wealth Partners
Texas
$214K -$9.88K -200 -4%
OIM
1284
Orca Investment Management
Oregon
$214K -$6.27K -127 -2%
RIG
1285
Roosevelt Investment Group
New York
$214K – – –
BAM
1286
Brave Asset Management
New Jersey
$213K – – –
CFA
1287
Compass Financial Advisors
Indiana
$213K +$1.33K +27 +0.5%
AA
1288
Alta Advisers
United Kingdom
$213K +$252K +5,100 New
C
1289
Covestor
United Kingdom
$212K -$28.2K -570 -10%
SIC
1290
SJS Investment Consulting
Ohio
$212K +$251K +5,082 New
AFT
1291
Alpha Family Trust
California
$211K +$250K +5,065 New
NB
1292
Nicolet Bankshares
Wisconsin
$210K -$221K -4,471 -47%
LF
1293
Lantz Financial
Illinois
$210K – – –
CA
1294
Crewe Advisors
Utah
$210K +$19.7K +399 +9%
FNBOSM
1295
First National Bank of South Miami
Florida
$208K -$19.3K -391 -7%
SMH
1296
Sanders Morris Harris
Texas
$208K -$247 -5 -0.1%
HA
1297
Harbor Advisors
Florida
$208K – – –
AIA
1298
Affinity Investment Advisors
California
$208K +$3.75K +76 +2%
BWG
1299
Beta Wealth Group
California
$208K +$9.88K +200 +4%
CPC
1300
Congress Park Capital
New York
$206K +$11.1K +225 +5%
50 51
52
53 54