C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
ASC
1526
Atalanta Sosnoff Capital
New York
$565K -$1.72M -15,120 -75%
CCFM
1527
Clear Creek Financial Management
Washington
$564K +$23.6K +207 +4%
SP
1528
SmartHarvest Portfolios
Washington
$561K -$90.8K -797 -14%
AB
1529
Atlas Brown
Kentucky
$560K -$1.48K -13 -0.3%
ONST
1530
Old North State Trust
North Carolina
$558K -$56.9K -500 -9%
CHJWM
1531
Carlton Hofferkamp & Jenks Wealth Management
Texas
$557K -$14.2K -125 -3%
ESB
1532
Essex Savings Bank
Connecticut
$555K +$16.1K +141 +3%
AHL
1533
Abel Hall LLC
Louisiana
$554K -$99K -869 -15%
AWA
1534
Alta Wealth Advisors
Massachusetts
$551K -$2.5K -22 -0.5%
GWP
1535
Gateway Wealth Partners
Wisconsin
$550K +$553K +4,854 New
NSAM
1536
North Star Asset Management
Wisconsin
$550K – – –
TWM
1537
TRB Wealth Management
Texas
$549K +$552K +4,843 New
AIM
1538
Aspen Investment Management
Michigan
$549K +$126K +1,105 +30%
BCA
1539
Bay Colony Advisors
Massachusetts
$547K -$690K -6,063 -56%
AA
1540
Advisory Alpha
Michigan
$546K -$192K -1,682 -26%
FCA
1541
FLC Capital Advisors
California
$546K -$797 -7 -0.1%
NHC
1542
Nicholas Hoffman & Company
Georgia
$545K -$11.3K -99 -2%
WRPWM
1543
Werba Rubin Papier Wealth Management
California
$545K +$37.9K +333 +7%
BCM
1544
Boltwood Capital Management
California
$544K +$103K +908 +23%
OA
1545
Oasis Advisors
Iowa
$544K +$547K +4,800 New
OFS
1546
OneAscent Financial Services
Alabama
$544K +$546K +4,793 New
PWM
1547
Pines Wealth Management
North Carolina
$544K -$91K -799 -14%
KWM
1548
Keebeck Wealth Management
Illinois
$542K +$265K +2,331 +95%
RIA
1549
Regal Investment Advisors
Michigan
$542K -$683 -6 -0.1%
RIG
1550
RiverFront Investment Group
Virginia
$540K +$232K +2,036 +75%
60 61
62
63 64