We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1301
Requisite Capital Management
Texas
$232K +$252K +5,047 New
LF
1302
Lantz Financial
Illinois
$231K – – –
DWM
1303
Drive Wealth Management
Utah
$231K +$7.9K +158 +3%
WFPG
1304
Waller Financial Planning Group
Ohio
$231K +$37.6K +751 +18%
EWA
1305
EverSource Wealth Advisors
Alabama
$231K +$103K +2,054 +69%
EC
1306
EJF Capital
Virginia
$230K -$14M -280,000 -98%
GJIC
1307
Gamble Jones Investment Counsel
California
$230K – – –
HA
1308
Harbor Advisors
Florida
$230K – – –
SMH
1309
Sanders Morris Harris
Texas
$230K +$50K +1,000 +25%
VWM
1310
Vigilare Wealth Management
Arizona
$230K +$250K +5,000 New
WP
1311
WealthSource Partners
California
$229K -$8.85K -177 -3%
GI
1312
GS Investments
Minnesota
$228K – – –
BO
1313
BRR OpCo
Ohio
$228K +$250 +5 +0.1%
LAM
1314
L2 Asset Management
Massachusetts
$228K +$33.8K +676 +16%
BPCE
1315
Bank Pictet & Cie (Europe)
Germany
$227K -$72.4K -1,448 -23%
KCM
1316
Kathmere Capital Management
Pennsylvania
$227K +$247K +4,934 New
CCMG
1317
Clark Capital Management Group
Pennsylvania
$226K -$2.55K -51 -1%
AIA
1318
Affinity Investment Advisors
California
$226K – – –
AOWM
1319
Alpha Omega Wealth Management
Virginia
$225K -$49.5K -990 -17%
G
1320
GenTrust
Florida
$225K +$245K +4,900 New
TPWA
1321
TRUE Private Wealth Advisors
Oregon
$224K -$116K -2,314 -32%
TH
1322
TCTC Holdings
Texas
$223K -$39.8K -795 -14%
GRP
1323
Global Retirement Partners
California
$223K +$13.5K +270 +6%
TC
1324
Telemus Capital
Michigan
$223K +$38.7K +774 +19%
WAM
1325
Weinberger Asset Management
California
$223K +$242K +4,838 New
51 52
53
54 55