We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2051
Atticus Wealth Management
Florida
$226K +$227K +1,993 New
AWMG
2052
Alliance Wealth Management Group
New Jersey
$225K – – –
AFG
2053
ABLE Financial Group
Arizona
$225K +$4.21K +37 +2%
SAM
2054
Satovsky Asset Management
New York
$223K +$2.05K +18 +0.9%
WIM
2055
Warwick Investment Management
Texas
$223K -$6.38K -56 -3%
MSG
2056
Main Street Group
Virginia
$222K +$26.1K +229 +13%
SF
2057
Symphony Financial
Texas
$221K -$27K -237 -11%
EB
2058
Eastern Bank
Massachusetts
$220K -$3.08K -27 -1%
MWA
2059
Motive Wealth Advisors
Michigan
$220K -$1.94K -17 -0.9%
ADBIC
2060
A.D. Beadell Investment Counsel
Wisconsin
$220K -$5.69K -50 -3%
FCAS
2061
First Command Advisory Services
Texas
$220K +$24.4K +214 +12%
PAG
2062
Private Advisory Group
Washington
$220K +$220K +1,936 New
HNB
2063
Hilltop National Bank
Wyoming
$219K -$12.9K -113 -6%
JWM
2064
JGP Wealth Management
Oregon
$219K +$3.64K +32 +2%
RDWM
2065
Red Door Wealth Management
Tennessee
$219K -$5.01K -44 -2%
PEWA
2066
Pacific Excel Wealth Advisors
California
$219K +$220K +1,933 New
FAM
2067
Formidable Asset Management
Ohio
$219K +$214K +1,877 New
CFP
2068
Cascade Financial Partners
California
$219K – – –
RH
2069
RFG Holdings
Texas
$219K +$3.3K +29 +2%
CSB
2070
City State Bank
Iowa
$218K +$1.14K +10 +0.5%
CBTWT
2071
Community Bank & Trust (Waco, Texas)
Texas
$218K – – –
SWP
2072
Semus Wealth Partners
Florida
$218K -$14.1K -124 -6%
PCH
2073
PGIM Custom Harvest
New Jersey
$217K +$2.96K +26 +1%
TYCC
2074
Texas Yale Capital Corp
Florida
$217K +$218K +1,915 New
RPGK
2075
Retirement Planning Group (Kansas)
Kansas
$217K -$46.3K -407 -18%
81 82
83
84 85