We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1851
Aspiriant LLC
California
$388K +$361K +2,770 New
NWA
1852
Navis Wealth Advisors
New York
$387K -$39.1K -300 -10%
TWIM
1853
TIAA Wealth Investment Management
New York
$387K +$67.4K +518 +23%
JCM
1854
Jag Capital Management
Missouri
$387K -$12.8K -98 -3%
WQ
1855
Wealth Quarterback
New Jersey
$387K +$9.37K +72 +3%
EFSCE
1856
Enterprise Financial Services Corp (EFSC)
Missouri
$386K +$359K +2,761 New
TW
1857
Tempo Wealth
Ohio
$386K +$359K +2,758 New
GWP
1858
Gateway Wealth Partners
Wisconsin
$386K -$273K -2,097 -43%
LWM
1859
LeConte Wealth Management
Tennessee
$385K +$28.5K +219 +9%
EC
1860
EdgeRock Capital
Colorado
$385K -$3.65K -28 -1%
PCMNC
1861
Piedmont Capital Management (North Carolina)
North Carolina
$385K -$7.29K -56 -2%
MWM
1862
MinichMacGregor Wealth Management
New York
$385K -$44.4K -341 -11%
SWGC
1863
Summit Wealth Group (Colorado)
Colorado
$384K +$79.7K +612 +29%
SIM
1864
Seaview Investment Managers
Florida
$383K +$72.6K +558 +26%
PAA
1865
Peregrine Asset Advisers
Oregon
$382K – – –
EV
1866
EJMK Ventures
Illinois
$381K +$52.3K +402 +17%
RWS
1867
Resolute Wealth Strategies
Mississippi
$380K +$14.6K +112 +4%
SFO
1868
Stokes Family Office
Louisiana
$379K -$14.4K -111 -4%
BWM
1869
BlackDiamond Wealth Management
New York
$378K +$54.8K +421 +18%
LWM
1870
Langley Wealth Management
Mississippi
$378K +$351K +2,698 New
TBNY
1871
Trustco Bank (New York)
New York
$377K +$65.1K +500 +23%
CSA
1872
Cottage Street Advisors
Massachusetts
$377K -$8.33K -64 -2%
PBK
1873
Peoples Bank (Kansas)
Kansas
$376K -$32.5K -250 -9%
BFG
1874
Beacon Financial Group
Texas
$376K +$44.3K +340 +14%
AF
1875
Atala Financial
California
$375K +$2.6K +20 +0.8%
73 74
75
76 77