We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1626
Phoenix Wealth Advisors
North Carolina
$27K -$2.66K -38 -9%
CYG
1627
Clean Yield Group
Vermont
$27K +$12.8K +183 +92%
BEI
1628
Benjamin Edwards Inc
Missouri
$27K +$27.2K +389 New
CDIA
1629
Capital Directions Investment Advisors
Georgia
$26K -$1.89K -27 -7%
WWM
1630
Wolff Wiese Magana
California
$26K -$559 -8 -2%
BIA
1631
Bell Investment Advisors
California
$26K +$25.8K +369 New
BI
1632
Blooom Inc
Kansas
$25K -$60K -858 -7%
LWANC
1633
Laurel Wealth Advisors (North Carolina)
North Carolina
$25K – – –
SSC
1634
Syverson Strege & Co
Iowa
$25K +$24.5K +350 +3,182%
FRA
1635
Front Row Advisors
California
$23K – – –
TF
1636
Tompkins Financial
New York
$23K +$23.1K +331 New
AWMS
1637
Advocacy Wealth Management Services
Georgia
$22K – – –
MAWCM
1638
Mine & Arao Wealth Creation & Management
California
$22K – – –
IFAM
1639
Institutional & Family Asset Management
Colorado
$21K -$69.2K -990 -77%
FPFS
1640
First Personal Financial Services
North Carolina
$21K -$20.3K -291 -50%
MFT
1641
Moisand Fitzgerald Tamayo
Florida
$20K – – –
MG
1642
MilWealth Group
Wisconsin
$19.3K +$19.2K +275 New
VFIC
1643
Valley Forge Investment Consultants
Pennsylvania
$19K +$2.45K +35 +15%
HI
1644
Hoey Investments
Pennsylvania
$18K -$105K -1,500 -85%
PGAM
1645
Princeton Global Asset Management
New Jersey
$18K -$15.4K -221 -46%
PCH
1646
Polar Capital Holdings
United Kingdom
$17.2K -$23.2M -332,154 -58%
FFA
1647
Freedman Financial Associates
Massachusetts
$17K – – –
SCA
1648
Stuart Chaussee & Associates
California
$17K – – –
ST
1649
Sageworth Trust
Pennsylvania
$16K -$10.5K -150 -40%
HWMA
1650
Heritage Wealth Management (Arizona)
Arizona
$16K -$3.5K -50 -18%
64 65
66
67 68