We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1326
Kingsview Wealth Management
Oregon
$259K +$18K +290 +7%
CT
1327
Cambridge Trust
Massachusetts
$258K +$2.11K +34 +0.8%
FAIM
1328
Financial Advocates Investment Management
Washington
$258K +$11.9K +192 +5%
KL
1329
KWMG LLC
Kansas
$256K -$2.1M -33,835 -89%
PAG
1330
Pinnacle Advisory Group
Maryland
$256K -$435 -7 -0.2%
BHC
1331
Bowen Hanes & Co
Florida
$256K – – –
RWM
1332
Ritholtz Wealth Management
New York
$255K -$4.59K -74 -2%
ZB
1333
Zions Bancorporation
Utah
$254K +$253K +4,076 New
CPA
1334
Court Place Advisors
Maryland
$253K – – –
OGC
1335
Oak Grove Capital
New Hampshire
$252K -$36.2K -583 -13%
WAS
1336
WESPAC Advisors SoCal
California
$252K +$94.7K +1,525 +60%
SWA
1337
Stratos Wealth Advisors
Ohio
$252K +$252K +4,051 New
TPWA
1338
TRUE Private Wealth Advisors
Oregon
$251K -$128K -2,059 -34%
CPO
1339
Cerity Partners OCIO
New York
$250K – – –
LFA
1340
Landmark Financial Advisors
Kentucky
$250K +$62 +1 +0%
JCM
1341
Jacobi Capital Management
Pennsylvania
$250K +$10K +161 +4%
WPP
1342
Whalerock Point Partners
Rhode Island
$250K +$249K +4,017 New
PWPS
1343
Pinnacle Wealth Planning Services
Ohio
$249K -$62.8K -1,012 -20%
GJIC
1344
Gamble Jones Investment Counsel
California
$249K – – –
SLF
1345
Sun Life Financial
Ontario, Canada
$248K -$184K -2,967 -43%
BWM
1346
Buckley Wealth Management
Nevada
$247K +$246K +3,968 New
CCM
1347
Coldstream Capital Management
Washington
$246K +$246K +3,960 New
KPW
1348
Kore Private Wealth
New York
$245K – – –
NCM
1349
Northside Capital Management
Oregon
$245K – – –
RI
1350
Ridgewood Investments
New Jersey
$245K +$245K +3,939 New
52 53
54
55 56