We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
1651
Atlantic Edge Private Wealth Management
Florida
$17.3K +$1.84K +33 +14%
WCMN
1652
Westchester Capital Management (Nebraska)
Nebraska
$17.3K – – –
CT
1653
Cambridge Trust
Massachusetts
$17.1K -$390 -7 -3%
BC
1654
Barrett & Company
Rhode Island
$16.7K – – –
BWP
1655
Baldwin Wealth Partners
Massachusetts
$16.3K – – –
RWPA
1656
Richard W. Paul & Associates
Michigan
$15.9K – – –
RCM
1657
Richardson Capital Management
Wisconsin
$15.8K +$13.9K +250 New
FDCP
1658
Foster Dykema Cabot & Partners
Massachusetts
$15.6K +$13.7K +246 New
RFG
1659
RFP Financial Group
Georgia
$15.4K -$6.07K -109 -31%
VWA
1660
Valued Wealth Advisors
Utah
$15.4K +$4.01K +72 +42%
FSWA
1661
Financial Synergies Wealth Advisors
Texas
$15.2K +$11.6K +209 +653%
RL
1662
Rogco LP
Oklahoma
$14.9K -$253K -4,540 -95%
CPA
1663
Clear Point Advisors
New York
$14.8K +$56 +1 +0.4%
RTL
1664
Red Tortoise LLC
Georgia
$14.7K – – –
VFIC
1665
Valley Forge Investment Consultants
Pennsylvania
$14.7K – – –
PA
1666
Pineridge Advisors
Missouri
$13.7K -$14.3K -257 -54%
AWM
1667
Atticus Wealth Management
Florida
$13.6K +$111 +2 +0.9%
PWMG
1668
Private Wealth Management Group
New Jersey
$13.5K – – –
HWA
1669
HHM Wealth Advisors
Tennessee
$13.4K – – –
FG
1670
Fairman Group
Pennsylvania
$12.8K – – –
WB
1671
Webster Bank
Connecticut
$12.6K -$334 -6 -3%
ACM
1672
Accent Capital Management
Ohio
$12.6K – – –
GIA
1673
GHP Investment Advisors
Colorado
$12.6K – – –
FIM
1674
Fernwood Investment Management
Massachusetts
$12.6K +$11.1K +200 New
TCM
1675
Tradewinds Capital Management
Washington
$12.3K +$5.57K +100 +105%
65 66
67
68 69