We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
BTW
1401
Boston Trust Walden
Massachusetts
$204K +$203K +2,744 New
AAM
1402
AR Asset Management
California
$204K +$203K +2,746 New
AWA
1403
ARS Wealth Advisors
Florida
$204K +$203K +2,746 New
IC
1404
Intersect Capital
California
$203K +$201K +2,724 New
PP
1405
PagnatoKarp Partners
Virginia
$202K +$200K +2,709 New
WI
1406
Wedgewood Investors
Pennsylvania
$202K +$201K +2,721 New
NFC
1407
Northeast Financial Consultants
Connecticut
$200K +$200K +2,700 New
SC
1408
SRB Corp
Massachusetts
$199K – – –
PFBT
1409
Parkside Financial Bank & Trust
Missouri
$199K +$1.55K +21 +0.8%
LWCFA
1410
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$197K -$32.5K -440 -14%
TWA
1411
TCI Wealth Advisors
Arizona
$194K +$6.14K +83 +3%
KA
1412
Kaizen Advisory
Illinois
$193K +$192K +2,594 New
CWM
1413
Cedar Wealth Management
California
$189K -$518 -7 -0.3%
NCM
1414
Nelson Capital Management
California
$182K +$3.55K +48 +2%
JWA
1415
JFS Wealth Advisors
Pennsylvania
$180K +$6.36K +86 +4%
AWM
1416
Aevitas Wealth Management
Massachusetts
$173K +$172K +2,330 New
OFW
1417
Omnia Family Wealth
Florida
$171K +$111K +1,500 +188%
LF
1418
Lee Financial
Texas
$167K +$60.1K +813 +57%
ME
1419
McIlrath & Eck
Washington
$166K +$165K +2,237 New
MFW
1420
Mosaic Family Wealth
Missouri
$160K -$625K -8,453 -80%
BL
1421
Balentine LLC
Georgia
$157K +$16.9K +228 +12%
FFC
1422
First Financial Corp
Indiana
$155K -$11.7K -158 -7%
PFA
1423
Pathway Financial Advisors
Vermont
$154K +$153K +2,070 New
GFP
1424
Gryphon Financial Partners
Ohio
$149K +$148K +2,006 New
JCM
1425
Jacobi Capital Management
Pennsylvania
$148K -$33.3K -450 -18%
55 56
57
58 59