We are live on ! Find out more
C icon

Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
1301
Peapack-Gladstone Financial Corp
New Jersey
$229K +$212K +4,478 New
PCS
1302
Personal CFO Solutions
New Jersey
$229K +$213K +4,487 New
AFM
1303
Abbot Financial Management
Massachusetts
$229K +$213K +4,490 New
Loomis, Sayles & Company
1304
Loomis, Sayles & Company
Massachusetts
$228K -$575K -12,122 -73%
PNC
1305
Park National Corp
Ohio
$228K +$212K +4,466 New
HA
1306
HYA Advisors
Missouri
$226K +$210K +4,416 New
SVWAG
1307
Sound View Wealth Advisors Group
Georgia
$226K +$210K +4,422 New
NWS
1308
Newport Wealth Strategies
California
$225K +$209K +4,409 New
GPA
1309
Garrison Point Advisors
California
$225K +$209K +4,411 New
KF
1310
Krilogy Financial
Missouri
$224K +$208K +4,393 New
AP
1311
Atwood & Palmer
Missouri
$223K -$17.1M -360,304 -99%
SA
1312
Strategic Advisors
New York
$223K -$808K -17,020 -80%
KFC
1313
Klingenstein Fields & Co
New York
$221K -$11.6M -244,610 -98%
HFM
1314
Hartford Financial Management
Connecticut
$221K +$949 +20 +0.5%
RT
1315
Rockland Trust
Massachusetts
$221K +$205K +4,327 New
BB
1316
Bell Bank
North Dakota
$220K +$204K +4,309 New
FCA
1317
FLC Capital Advisors
California
$219K -$44K -928 -18%
PWM
1318
PBMares Wealth Management
Virginia
$219K +$203K +4,281 New
BCA
1319
Berman Capital Advisors
Georgia
$218K -$142 -3 -0.1%
BJL
1320
Brighton Jones LLC
Washington
$218K +$203K +4,275 New
BWM
1321
Buckley Wealth Management
Nevada
$217K +$202K +4,255 New
CA
1322
Calton & Associates
Florida
$215K -$25.9K -546 -11%
LC
1323
Lindbrook Capital
California
$215K +$15.8K +334 +9%
TWM
1324
Titus Wealth Management
California
$215K +$199K +4,198 New
RA
1325
Rational Advisors
New York
$215K +$199K +4,200 New