We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
SFPG
1526
Stonebridge Financial Planning Group
Florida
$25K – – –
TIM
1527
Tortoise Investment Management
New York
$25K +$1.32K +26 +7%
AWMS
1528
Advocacy Wealth Management Services
Georgia
$24K – – –
ADIM
1529
Alpha DNA Investment Management
Maryland
$24K +$20.3K +399 New
CFO
1530
CVA Family Office
Colorado
$23K -$27.2K -535 -59%
CDIA
1531
Capital Directions Investment Advisors
Georgia
$23K -$15.3K -300 -45%
LF
1532
Lee Financial
Texas
$23K – – –
ST
1533
Sageworth Trust
Pennsylvania
$23K – – –
TF
1534
Tompkins Financial
New York
$23K +$5.03K +99 +37%
MWP
1535
Meridian Wealth Partners
Pennsylvania
$23K +$18.9K +371 New
RWM
1536
Raffa Wealth Management
District of Columbia
$22.1K -$1.52K -30 -8%
CA
1537
Crewe Advisors
Utah
$22K – – –
SIAG
1538
Safeguard Investment Advisory Group
California
$22K +$18.7K +368 New
BI
1539
Blooom Inc
Kansas
$22K +$630K +12,385 New
BC
1540
Barnett & Company
Tennessee
$21K – – –
MAWCM
1541
Mine & Arao Wealth Creation & Management
California
$20K +$51 +1 +0.3%
FRA
1542
Front Row Advisors
California
$20K +$4.37K +86 +36%
CH
1543
Canton Hathaway
Rhode Island
$20K +$16.1K +317 New
EWA
1544
Evolution Wealth Advisors
Florida
$17K -$118K -2,325 -89%
EWM
1545
Edge Wealth Management
New York
$17K -$102K -2,013 -88%
HFM
1546
Harvest Fund Management
China
$17K -$5.79K -114 -28%
KCM
1547
Kathmere Capital Management
Pennsylvania
$17K +$3.61K +71 +36%
MLFP
1548
MPS Loria Financial Planners
Illinois
$17K +$8.18K +161 +132%
HI
1549
Hoey Investments
Pennsylvania
$16K – – –
VFIC
1550
Valley Forge Investment Consultants
Pennsylvania
$16K +$13K +256 New
60 61
62
63 64