We are live on ! Find out more
C icon

Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
1351
F.L. Putnam Investment Management
Massachusetts
$990K +$94.1K +723 +11%
BC
1352
BDFS Capital
Delaware
$987K -$16.4K -126 -2%
CG
1353
CFO4Life Group
Texas
$986K +$9.37K +72 +1%
BWG
1354
Beta Wealth Group
California
$985K +$67.3K +517 +8%
GTAM
1355
Global Trust Asset Management
Florida
$983K +$38.5K +296 +4%
BAM
1356
Brave Asset Management
New Jersey
$983K -$130K -1,000 -12%
AFAS
1357
Acorn Financial Advisory Services
Virginia
$982K -$17.3K -133 -2%
DE
1358
Defiance ETFs
New York
$982K +$138K +1,061 +18%
EGM
1359
Encore Global Management
Texas
$980K -$879K -6,750 -49%
1M
1360
1248 Management
Missouri
$976K
SP
1361
SWS Partners
Ohio
$974K
WWM
1362
Whalen Wealth Management
Nevada
$974K -$27.5K -211 -3%
HIM
1363
Hillsdale Investment Management
Ontario, Canada
$970K +$816K +6,270 +950%
EWM
1364
Elmwood Wealth Management
California
$968K +$12.9K +99 +1%
FFA
1365
Founders Financial Alliance
North Carolina
$968K +$35K +269 +4%
AWM
1366
Angeles Wealth Management
California
$967K +$29.6K +227 +3%
CAC
1367
Certified Advisory Corp
Florida
$966K +$77.3K +594 +9%
TC
1368
TFR Capital
Texas
$962K +$26.6K +204 +3%
MSFS
1369
Main Street Financial Solutions
Pennsylvania
$961K +$65.3K +502 +8%
RPC
1370
Rossmore Private Capital
Connecticut
$961K -$351K -2,700 -28%
FMI
1371
F/M Investments
District of Columbia
$960K +$475K +3,646 +113%
PCP
1372
Proficio Capital Partners
Massachusetts
$960K +$893K +6,860 New
PWMA
1373
Pension & Wealth Management Advisors
Massachusetts
$959K +$13.1K +101 +1%
CWS
1374
Confluence Wealth Services
Pennsylvania
$957K +$302K +2,320 +51%
KIM
1375
Kestra Investment Management
Texas
$956K +$582K +4,474 +190%