We are live on ! Find out more
C icon

Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
KAM
1801
Knightsbridge Asset Management
California
$331K +$54.4K +478 +20%
TWD
1802
True Wealth Design
Ohio
$331K +$18.2K +160 +6%
NRG
1803
Nemes Rush Group
Michigan
$330K -$29.2K -256 -8%
MAM
1804
Morse Asset Management
Connecticut
$330K +$209K +1,839 +172%
SCM
1805
Silvant Capital Management
Georgia
$330K – – –
WCP
1806
Wick Capital Partners
Pennsylvania
$329K -$5.24K -46 -2%
DSC
1807
Duncker Streett & Co
Missouri
$329K – – –
R.M. Davis Inc
1808
R.M. Davis Inc
Maine
$328K – – –
Forvis Mazars Wealth Advisors
1809
Forvis Mazars Wealth Advisors
Missouri
$327K -$5.92K -52 -2%
Mill Creek Capital Advisors
1810
Mill Creek Capital Advisors
Pennsylvania
$327K -$9.34K -82 -3%
VCP
1811
Verus Capital Partners
Arizona
$327K +$15.4K +135 +5%
CVM
1812
Cheviot Value Management
California
$327K – – –
WA
1813
WealthTrust Axiom
Pennsylvania
$327K – – –
SWM
1814
Stronghold Wealth Management
Florida
$326K +$114 +1 +0%
SI
1815
Seeds Investor
New York
$325K +$45.7K +401 +19%
RBWA
1816
RFG - Bristol Wealth Advisors
Massachusetts
$325K +$1.71K +15 +0.5%
JCM
1817
Jag Capital Management
Missouri
$325K +$228 +2 +0.1%
FFG
1818
Frisch Financial Group
New York
$324K +$10.8K +95 +3%
WFI
1819
West Family Investments
California
$324K -$481K -4,226 -60%
FIA
1820
FPC Investment Advisory
California
$320K – – –
SFO
1821
Stokes Family Office
Louisiana
$319K -$136K -1,192 -30%
GA
1822
Goldstein Advisors
Wisconsin
$319K +$20.3K +178 +7%
PCMNC
1823
Piedmont Capital Management (North Carolina)
North Carolina
$318K -$3.64K -32 -1%
RWM
1824
RKL Wealth Management
Pennsylvania
$318K – – –
OCM
1825
Osbon Capital Management
Massachusetts
$318K +$319K +2,804 +280,400%