We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
1276
Sound View Wealth Advisors Group
Georgia
$341K +$3.7K +60 +1%
SWS
1277
SYSTM Wealth Solutions
Illinois
$341K -$1.33M -21,640 -80%
DOA
1278
D'Orazio & Associates
Virginia
$340K +$89.7K +1,455 +37%
WB
1279
WesBanco Bank
West Virginia
$339K – – –
WC
1280
Waterloo Capital
Texas
$339K -$15.3K -248 -4%
ML
1281
McAdam LLC
Pennsylvania
$338K +$328K +5,326 New
EHWM
1282
Eads & Heald Wealth Management
Georgia
$338K -$32.5K -527 -9%
RZH
1283
Relyea Zuckerberg Hanson
Connecticut
$334K +$10.5K +170 +3%
EA
1284
Everpar Advisors
Oklahoma
$334K +$11.1K +180 +4%
CC
1285
Callan Capital
California
$333K +$26.6K +431 +9%
IIC
1286
Integrated Investment Consultants
Michigan
$330K – – –
BHPW
1287
Beverly Hills Private Wealth
California
$330K -$12.6K -205 -4%
RC
1288
RBF Capital
California
$330K -$203K -3,300 -39%
FLPIM
1289
F.L. Putnam Investment Management
Massachusetts
$330K -$195K -3,167 -38%
CHJWM
1290
Carlton Hofferkamp & Jenks Wealth Management
Texas
$330K -$9.25K -150 -3%
GC
1291
Gilbert & Cook
Iowa
$330K -$29.2K -473 -8%
AC
1292
ASB Consultores
Florida
$329K -$193K -3,132 -38%
PCG
1293
Prosperity Consulting Group
Maryland
$328K -$65.2K -1,057 -17%
GFG
1294
Goldstone Financial Group
Illinois
$328K -$28.2K -457 -8%
TCWM
1295
Total Clarity Wealth Management
Illinois
$328K -$58.3K -946 -15%
FCBT
1296
First Citizens Bank & Trust
North Carolina
$328K +$107K +1,741 +51%
HW
1297
Hancock Whitney
Mississippi
$328K -$2.9K -47 -0.9%
C
1298
CEDRUS
Colorado
$327K +$43.3K +702 +16%
PP
1299
Pingora Partners
Wyoming
$326K – – –
PCM
1300
Pointe Capital Management
Michigan
$324K +$7.09K +115 +2%
50 51
52
53 54