We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
OHWP
2026
Oak Harbor Wealth Partners
North Carolina
$298K -$84.6K -650 -23%
PWP
2027
Principle Wealth Partners
Connecticut
$298K -$43.1K -331 -13%
PCH
2028
PGIM Custom Harvest
New Jersey
$297K +$27.2K +209 +11%
MWA
2029
Motive Wealth Advisors
Michigan
$297K +$23.8K +183 +9%
WC
2030
Weil Company
California
$296K – – –
TWA
2031
TCI Wealth Advisors
Arizona
$296K +$391 +3 +0.1%
LWM
2032
Laidlaw Wealth Management
New York
$295K +$275K +2,110 New
WIM
2033
Warwick Investment Management
Texas
$295K +$18.4K +141 +7%
PB
2034
Pinnacle Bancorp
Nebraska
$295K – – –
MC
2035
Mathes Company
New York
$294K – – –
OCM
2036
Orleans Capital Management
Louisiana
$293K +$273K +2,097 New
TDB
2037
Thompson David Blair
$293K +$272K +2,092 New
ICP
2038
Impact Capital Partners
Colorado
$293K +$7.81K +60 +3%
LA
2039
Legacy Advisors
Pennsylvania
$292K +$272K +2,087 New
OWA
2040
Octavia Wealth Advisors
Ohio
$292K -$42.7K -328 -14%
HH
2041
Hilltop Holdings
Texas
$292K -$624K -4,794 -70%
WAL
2042
W Advisors LLC
Tennessee
$291K – – –
BWFA
2043
Baltimore-Washington Financial Advisors
Maryland
$291K +$33.5K +257 +14%
MSS
2044
Mitchell Sinkler & Starr
Pennsylvania
$290K +$270K +2,075 New
BFWM
2045
Bright Futures Wealth Management
New York
$290K -$4.3K -33 -2%
FNT
2046
First National Trust
Pennsylvania
$290K -$2.24M -17,169 -89%
AFA
2047
Allium Financial Advisors
Oregon
$290K -$38.9K -299 -13%
AA
2048
Ancora Advisors
Ohio
$290K -$154K -1,186 -36%
HBCM
2049
Heron Bay Capital Management
Michigan
$289K +$269K +2,068 New
CPWL
2050
Coquina Private Wealth LLC
Florida
$289K +$1.3K +10 +0.5%
80 81
82
83 84