We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
1576
Orca Investment Management
Oregon
$295K -$289 -4 -0.1%
GC
1577
Grimes & Company
Massachusetts
$295K +$9.54K +132 +4%
AWA
1578
Amplius Wealth Advisors
Pennsylvania
$294K +$249K +3,450 New
BCM
1579
Boltwood Capital Management
California
$293K +$249K +3,445 New
NG
1580
Novem Group
New York
$291K +$248K +3,424 New
APW
1581
Austin Private Wealth
Texas
$290K +$21.6K +299 +10%
MA
1582
MJP Associates
Connecticut
$288K +$33.5K +464 +16%
MWP
1583
Madison Wealth Partners
Wisconsin
$288K +$3.11K +43 +1%
WRPWM
1584
Werba Rubin Papier Wealth Management
California
$288K +$20K +276 +9%
LAM
1585
Longboard Asset Management
Arizona
$287K +$244K +3,373 New
CC
1586
Chicago Capital
Illinois
$287K +$31.1K +430 +15%
SF
1587
Symphony Financial
Texas
$286K +$245K +3,396 New
KV
1588
Kickstand Ventures
New York
$285K +$242K +3,351 New
YIM
1589
Yoffe Investment Management
Pennsylvania
$284K – – –
AIM
1590
Advyzon Investment Management
Illinois
$284K +$25K +346 +12%
BIG
1591
Brookwood Investment Group
Arizona
$283K +$7.59K +105 +3%
BCP
1592
Blackhawk Capital Partners
Wisconsin
$283K -$5.64K -78 -2%
SFO
1593
Stokes Family Office
Louisiana
$282K +$578 +8 +0.2%
CTC
1594
Corundum Trust Company
South Dakota
$282K – – –
MCA
1595
Millennium Capital Advisors
Arkansas
$282K +$434 +6 +0.2%
SIC
1596
Sterling Investment Counsel
New York
$282K -$14.5K -200 -6%
CPA
1597
Capital Performance Advisors
California
$281K -$173K -2,398 -42%
APP
1598
Avantax Planning Partners
Iowa
$281K -$4.41K -61 -2%
PMWMG
1599
Parr McKnight Wealth Management Group
Minnesota
$280K – – –
SAM
1600
Secure Asset Management
Michigan
$280K +$8.53K +118 +4%
62 63
64
65 66