We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
FCG
1776
Fielder Capital Group
Tennessee
$246K +$5.5K +58 +2%
WFPG
1777
Waller Financial Planning Group
Ohio
$246K – – –
NWA
1778
New World Advisors
Massachusetts
$246K +$230K +2,419 New
EC
1779
EdgeRock Capital
Colorado
$245K +$229K +2,414 New
TWD
1780
True Wealth Design
Ohio
$245K +$20.9K +220 +10%
LWM
1781
LeConte Wealth Management
Tennessee
$244K -$14.1K -149 -6%
FMWA
1782
Forvis Mazars Wealth Advisors
Missouri
$243K +$3.42K +36 +2%
MCC
1783
Money Concepts Capital
Florida
$243K +$227K +2,394 New
FOA
1784
Five Oceans Advisors
California
$242K +$226K +2,382 New
CWM
1785
Circle Wealth Management
New Jersey
$241K – – –
YDMI
1786
Y.D. More Investments
Israel
$241K -$38.6K -407 -15%
CCMG
1787
Clark Capital Management Group
Pennsylvania
$241K +$225K +2,376 New
CRC
1788
Curi RMB Capital
Illinois
$241K +$225K +2,371 New
FNB
1789
Farmers National Bank
Kentucky
$240K +$224K +2,364 New
RWP
1790
Revolve Wealth Partners
New Jersey
$240K +$224K +2,363 New
IAG
1791
Investmark Advisory Group
Connecticut
$240K +$224K +2,362 New
AA
1792
Apriem Advisors
California
$240K +$224K +2,360 New
MCA
1793
Magnolia Capital Advisors
Mississippi
$239K +$224K +2,359 New
MIP
1794
Marietta Investment Partners
Wisconsin
$239K +$224K +2,358 New
MWA
1795
Medallion Wealth Advisors
Connecticut
$239K +$95 +1 +0%
QFA
1796
Quantum Financial Advisors
California
$239K +$223K +2,351 New
FWSM
1797
First Wilshire Securities Management
California
$239K -$16.3K -172 -7%
CWS
1798
Cypress Wealth Services
California
$238K +$222K +2,342 New
PFWA
1799
Paces Ferry Wealth Advisors
Georgia
$237K +$221K +2,334 New
WAM
1800
Walker Asset Management
Missouri
$237K +$221K +2,330 New
70 71
72
73 74