We are live on ! Find out more
C icon

Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
MA
1951
Montag & Associates
Georgia
$125K -$1.61K -17 -1%
DJSG
1952
D.J. St. Germain
Massachusetts
$124K -$7.12K -75 -6%
BCM
1953
Boreal Capital Management
Florida
$121K +$9.49K +100 +9%
TCOV
1954
Trust Company of Vermont
Vermont
$121K +$13.9K +146 +14%
AWM
1955
Activest Wealth Management
Florida
$119K +$24.1K +254 +28%
IRAG
1956
Investment Research & Advisory Group
Georgia
$118K +$1.52K +16 +1%
EWP
1957
Elevation Wealth Partners
California
$117K +$14.7K +155 +16%
WA
1958
WPG Advisers
Maryland
$117K +$38.5K +406 +54%
RA
1959
Rise Advisors
New York
$115K -$661K -6,965 -86%
AAG
1960
Armstrong Advisory Group
Massachusetts
$114K +$95 +1 +0.1%
SHM
1961
Sagard Holdings Management
Ontario, Canada
$112K
BBPWM
1962
Blue Bell Private Wealth Management
Pennsylvania
$111K +$32.5K +343 +46%
PGAM
1963
Princeton Global Asset Management
New Jersey
$104K +$46.3K +488 +90%
TPBG
1964
Turning Point Benefit Group
Maryland
$104K +$100K +1,054 New
ECM
1965
EMC Capital Management
Texas
$102K
FCMT
1966
Founders Capital Management (Texas)
Texas
$102K -$38K -400 -29%
SC
1967
Solstein Capital
California
$102K
VWA
1968
VSM Wealth Advisory
Maryland
$102K
CB
1969
Community Bank
New York
$101K +$94.5K +996 New
SL
1970
Salomon & Ludwin
Virginia
$101K +$34.3K +361 +54%
KA
1971
Kozak & Associates
Colorado
$99.8K +$10.5K +111 +12%
BG
1972
Bollard Group
Massachusetts
$97K +$380 +4 +0.4%
OCM
1973
Osterweis Capital Management
California
$94.9K
OCM
1974
Orion Capital Management
California
$94.1K +$2.56K +27 +3%
PP
1975
Pacifica Partners
Canada
$92.6K -$5.69K -60 -6%