We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
1951
Brookwood Investment Group
Arizona
$261K -$98.8K -868 -27%
QFA
1952
Quantum Financial Advisors
California
$260K -$6.83K -60 -3%
EFMC
1953
Empire Financial Management Company
New York
$260K – – –
BIA
1954
Beacon Investment Advisors
Maryland
$260K +$114 +1 +0%
LP
1955
LMR Partners
United Kingdom
$260K +$261K +2,292 New
CPSC
1956
Carl P. Sherr & Co
Massachusetts
$260K – – –
TW
1957
Traveka Wealth
California
$260K – – –
IAAG
1958
Innovative Asset Advisors Group
Connecticut
$259K +$261K +2,288 New
FWM
1959
FMB Wealth Management
California
$259K -$37.7K -331 -13%
FIC
1960
FCG Investment Company
Tennessee
$259K +$260K +2,286 New
PB
1961
Prosperity Bancshares
Texas
$259K -$17.4K -153 -6%
AIA
1962
AssuredPartners Investment Advisors
Florida
$259K +$28.5K +250 +13%
BFA
1963
Bill Few Associates
Pennsylvania
$259K -$2.39K -21 -0.9%
HFO
1964
Heritage Family Offices
Arizona
$257K +$258K +2,269 New
AL
1965
ARWA LLC
Texas
$257K -$12.9K -113 -5%
SPI
1966
Strategic Planning Inc
Ohio
$257K +$1.59K +14 +0.6%
1WA
1967
180 Wealth Advisors
Washington
$257K -$10K -88 -4%
HFS
1968
Howard Financial Services
Texas
$256K +$257K +2,258 New
TPW
1969
TL Private Wealth
Texas
$255K – – –
AT
1970
American Trust
Kentucky
$255K -$11.4K -100 -4%
TWIM
1971
TIAA Wealth Investment Management
New York
$255K +$256K +2,248 New
SG
1972
StoneX Group
New York
$254K -$121K -1,062 -32%
DP
1973
Denver PWM
Colorado
$254K +$230K +2,021 New
WA
1974
Wealth Architects
California
$253K +$114 +1 +0%
SCA
1975
Scott Capital Advisors
Oregon
$253K -$1.14K -10 -0.5%
77 78
79
80 81