We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
1951
Goelzer Investment Management
Indiana
$341K -$5.6K -43 -2%
AP
1952
Advisortrust Partners
North Carolina
$341K +$911 +7 +0.3%
PCIG
1953
Partners Capital Investment Group
Massachusetts
$340K – – –
PUI
1954
Purpose Unlimited Inc
$339K -$31.1K -239 -9%
SCI
1955
Silver Coast Investments
United States
$338K +$315K +2,417 New
FNB
1956
Farmers National Bank
Kentucky
$337K -$1.3K -10 -0.4%
PT
1957
Plimoth Trust
Massachusetts
$337K – – –
PB
1958
Prosperity Bancshares
Texas
$337K +$16.3K +125 +5%
RDWM
1959
Red Door Wealth Management
Tennessee
$337K +$61.6K +473 +24%
HPC
1960
HM Payson & Co
Maine
$336K +$130 +1 +0%
IAG
1961
Investmark Advisory Group
Connecticut
$336K +$1.56K +12 +0.5%
FOA
1962
Five Oceans Advisors
California
$335K +$260 +2 +0.1%
MCC
1963
Money Concepts Capital
Florida
$335K -$43K -330 -12%
IA
1964
IFG Advisory
Georgia
$333K +$310K +2,382 New
IWA
1965
IVC Wealth Advisors
Pennsylvania
$332K -$3.38K -26 -1%
IAAG
1966
Innovative Asset Advisors Group
Connecticut
$331K +$10.2K +78 +3%
ECA
1967
Elevated Capital Advisors
Utah
$331K -$215K -1,652 -41%
WWC
1968
Waypoint Wealth Counsel
Georgia
$329K -$198K -1,520 -39%
MWM
1969
Maridea Wealth Management
New York
$329K +$306K +2,347 New
SCM
1970
SCS Capital Management
Massachusetts
$328K +$26.8K +206 +10%
SCM
1971
Stevens Capital Management
Pennsylvania
$328K +$305K +2,342 New
SC
1972
Sapient Capital
Indiana
$326K -$511K -3,925 -63%
AT
1973
American Trust
Kentucky
$326K +$10.4K +80 +4%
MIP
1974
Marietta Investment Partners
Wisconsin
$326K – – –
ESC
1975
Eurizon SLJ Capital
$325K – – –
77 78
79
80 81