We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
1326
Marino Stram & Associates
Massachusetts
$686K – – –
DMBA
1327
Deseret Mutual Benefit Administrators
Utah
$685K -$125K -1,317 -16%
MWM
1328
Modera Wealth Management
New Jersey
$681K -$22.3K -235 -3%
FA
1329
Fiducient Advisors
Illinois
$680K – – –
MVA
1330
Mount Vernon Associates
Maryland
$677K -$171K -1,800 -21%
NLP
1331
Next Level Private
New York
$675K +$2.18K +23 +0.3%
TC
1332
TFR Capital
Texas
$674K -$9.58K -101 -1%
SFP
1333
Shepherd Financial Partners
Massachusetts
$674K +$380 +4 +0.1%
CS
1334
Capital Square
Tennessee
$669K – – –
LWCFA
1335
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$666K +$654K +6,890 New
FFA
1336
Founders Financial Alliance
North Carolina
$666K +$192K +2,019 +44%
NFA
1337
Northern Financial Advisors
Michigan
$665K +$28.1K +296 +5%
SYBT
1338
Stock Yards Bank & Trust
Kentucky
$664K -$6.83K -72 -1%
CCA
1339
Coign Capital Advisors
Utah
$663K +$620K +6,529 New
PA
1340
Procyon Advisors
Connecticut
$662K -$12.2K -129 -2%
CIA
1341
Caerus Investment Advisors
Texas
$662K +$619K +6,522 New
OC
1342
Opinicus Capital
Florida
$657K -$58.5K -617 -9%
ZBNA
1343
Zions Bancorporation, National Association
Utah
$654K +$128K +1,354 +27%
SB
1344
Simmons Bank
Arkansas
$652K -$60.3K -635 -9%
BRIA
1345
Balanced Rock Investment Advisors
Massachusetts
$652K -$32.3K -340 -5%
BWG
1346
Beta Wealth Group
California
$651K +$18.1K +191 +3%
UIM
1347
Unified Investment Management
Georgia
$651K -$45.5K -480 -7%
GM
1348
GeoWealth Management
Illinois
$651K -$2.28K -24 -0.4%
CIAS
1349
Capital Investment Advisory Services
North Carolina
$651K -$14.8K -156 -2%
FIC
1350
FCG Investment Company
Tennessee
$650K +$22.2K +234 +4%
52 53
54
55 56