We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
1576
Regent Peak Wealth Advisors
Georgia
$377K +$353K +3,718 New
AAS
1577
Ameritas Advisory Services
Nebraska
$377K -$1.45M -15,269 -80%
DTC
1578
Davidson Trust Company
Washington
$376K +$351K +3,701 New
KPWG
1579
KFA Private Wealth Group
Virginia
$375K +$351K +3,696 New
PCFFS
1580
Pacific Center for Financial Services
California
$375K – – –
OBWG
1581
Onyx Bridge Wealth Group
New York
$375K +$54.7K +576 +18%
FFO
1582
Fortitude Family Office
Arizona
$375K -$1.14K -12 -0.3%
BBW
1583
Blue Barn Wealth
Utah
$375K -$26.3K -277 -7%
AIA
1584
Allied Investment Advisors
Montana
$374K +$3.51K +37 +1%
CPL
1585
Corecam Pte Ltd
$373K -$109K -1,152 -24%
GPA
1586
Garrison Point Advisors
California
$373K +$15.3K +161 +5%
JC
1587
JBGlobal.com
New York
$371K – – –
GH
1588
GAM Holding
Switzerland
$371K +$347K +3,657 New
ML
1589
Mayport LLC
Massachusetts
$371K +$347K +3,656 New
SPA
1590
Sherbrooke Park Advisers
New York
$371K -$623K -6,564 -64%
OFS
1591
OneAscent Financial Services
Alabama
$370K -$140K -1,473 -29%
GWANC
1592
Guardian Wealth Advisors (North Carolina)
North Carolina
$370K +$664 +7 +0.2%
BSTWA
1593
Blake Schutter Theil Wealth Advisors
Ohio
$369K – – –
ECM
1594
Eisler Capital Management
United Kingdom
$368K -$33.3M -350,784 -99%
BW
1595
Blalock Williams
Alabama
$367K +$51.2K +540 +18%
SIC
1596
Shoker Investment Counsel
Ohio
$366K +$1.8K +19 +0.5%
SWM
1597
Sendero Wealth Management
Texas
$366K – – –
LAM
1598
Lifestyle Asset Management
Texas
$363K -$19K -200 -5%
NRS
1599
Neville Rodie & Shaw
New York
$363K +$47.9K +505 +16%
CIC
1600
Carnegie Investment Counsel
Ohio
$361K +$40.9K +431 +14%
62 63
64
65 66