We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1676
Clear Point Advisors
New York
$14.7K – – –
RTL
1677
Red Tortoise LLC
Georgia
$14.6K – – –
FFA
1678
Frazier Financial Advisors
Ohio
$14.2K -$27.4K -443 -66%
MTC
1679
Matrix Trust Company
Colorado
$14K +$14.2K +229 New
AWM
1680
Atticus Wealth Management
Florida
$13.7K +$124 +2 +0.9%
PWMG
1681
Private Wealth Management Group
New Jersey
$13.3K – – –
WCMN
1682
Westchester Capital Management (Nebraska)
Nebraska
$13.1K +$618 +10 +5%
PFG
1683
Peterson Financial Group
Iowa
$13.1K +$12.9K +209 New
CAC
1684
Core Alternative Capital
Georgia
$12.8K – – –
OW
1685
Olistico Wealth
Oklahoma
$12.7K – – –
FG
1686
Fairman Group
Pennsylvania
$12.6K – – –
ACM
1687
Anfield Capital Management
California
$12.6K – – –
ACM
1688
Accent Capital Management
Ohio
$12.5K – – –
WB
1689
Webster Bank
Connecticut
$12.5K – – –
PFPT
1690
Pinnacle Financial Partners (Tennessee)
Tennessee
$12.2K -$10.2K -165 -46%
TCM
1691
Tradewinds Capital Management
Washington
$12.2K – – –
CT
1692
Coastline Trust
Rhode Island
$11.6K +$11.5K +186 New
TCG
1693
Transcendent Capital Group
Oklahoma
$11.6K – – –
SC
1694
Swan Capital
Florida
$11.5K -$23.2K -375 -67%
CBT
1695
CoreFirst Bank & Trust
Kansas
$11.4K +$11.3K +182 New
SR
1696
Syntax Research
Florida
$11.2K – – –
VWM
1697
Valley Wealth Managers
New Jersey
$11.1K +$8.47K +137 +343%
RFA
1698
Register Financial Advisors
Georgia
$11K – – –
1IA
1699
1620 Investment Advisors
Massachusetts
$10.9K +$1.98K +32 +23%
HC
1700
Hoese & Co
Minnesota
$10.8K +$6.18K +100 +137%
66 67
68
69 70