We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
1376
First Nebraska Trust
Nebraska
$260K – – –
PPW
1377
Parcion Private Wealth
Washington
$260K – – –
GRP
1378
Global Retirement Partners
California
$259K +$49K +734 +26%
PFC
1379
Phocas Financial Corp
California
$259K +$237K +3,557 New
VCM
1380
Virtue Capital Management
Tennessee
$258K -$98.9K -1,481 -29%
LFA
1381
Landmark Financial Advisors
Kentucky
$256K – – –
SWA
1382
Sightline Wealth Advisors
Connecticut
$256K +$1.67K +25 +0.7%
RA
1383
RFG Advisory
Alabama
$255K -$65.9K -987 -22%
PIA
1384
Perennial Investment Advisors
California
$255K -$28K -419 -11%
LI
1385
LVZ Inc
Michigan
$254K +$233K +3,488 New
BIAS
1386
Beacon Investment Advisory Services
New Jersey
$252K -$49.1K -735 -18%
SYBT
1387
Stock Yards Bank & Trust
Kentucky
$252K – – –
GIA
1388
Gladstone Institutional Advisory
Florida
$251K +$231K +3,455 New
PCG
1389
Private Capital Group
Connecticut
$250K -$249K -3,728 -52%
SVWAG
1390
Sound View Wealth Advisors Group
Georgia
$250K +$134 +2 +0.1%
GC
1391
Gilbert & Cook
Iowa
$249K -$63.1K -945 -22%
JC
1392
JCSD Capital
California
$247K – – –
HPWM
1393
Highland Private Wealth Management
Washington
$246K -$5.74K -86 -2%
RIM
1394
Reliant Investment Management
Tennessee
$245K -$117K -1,755 -34%
GPA
1395
Garrison Point Advisors
California
$245K -$11.4K -171 -5%
PB
1396
Pinnacle Bancorp
Nebraska
$244K +$25.8K +386 +13%
CWM
1397
CCG Wealth Management
California
$243K -$395K -5,921 -64%
EHWM
1398
Eads & Heald Wealth Management
Georgia
$243K -$39.1K -585 -15%
BFS
1399
Bard Financial Services
Connecticut
$243K -$28.4K -425 -11%
LFA
1400
Legacy Financial Advisors
Kentucky
$243K +$223K +3,334 New
54 55
56
57 58