We are live on ! Find out more
C icon

Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
2051
Empirical Asset Management
Massachusetts
$227K -$1.9M -16,707 -89%
PWMG
2052
Prestige Wealth Management Group
New Jersey
$227K +$12.4K +109 +6%
APA
2053
Astoria Portfolio Advisors
New York
$227K +$200K +1,757 New
HC
2054
Hoese & Co
Minnesota
$227K – – –
RQS
2055
Ramsey Quantitative Systems
Kentucky
$227K – – –
MCIA
2056
Mountain Capital Investment Advisors
Colorado
$227K -$1.94K -17 -1%
AWS
2057
Arkfeld Wealth Strategies
Nebraska
$227K -$27.8K -244 -12%
SPI
2058
Sutton Place Investors
New York
$226K +$1.02K +9 +0.5%
AWM
2059
Atticus Wealth Management
Florida
$226K +$227K +1,993 New
AWMG
2060
Alliance Wealth Management Group
New Jersey
$225K – – –
AFG
2061
ABLE Financial Group
Arizona
$225K +$4.21K +37 +2%
SAM
2062
Satovsky Asset Management
New York
$223K +$2.05K +18 +0.9%
WIM
2063
Warwick Investment Management
Texas
$223K -$6.38K -56 -3%
MSG
2064
Main Street Group
Virginia
$222K +$26.1K +229 +13%
SF
2065
Symphony Financial
Texas
$221K -$27K -237 -11%
EB
2066
Eastern Bank
Massachusetts
$220K -$3.08K -27 -1%
MWA
2067
Motive Wealth Advisors
Michigan
$220K -$1.94K -17 -0.9%
ADBIC
2068
A.D. Beadell Investment Counsel
Wisconsin
$220K -$5.69K -50 -3%
FCAS
2069
First Command Advisory Services
Texas
$220K +$24.4K +214 +12%
PAG
2070
Private Advisory Group
Washington
$220K +$220K +1,936 New
HNB
2071
Hilltop National Bank
Wyoming
$219K -$12.9K -113 -6%
JWM
2072
JGP Wealth Management
Oregon
$219K +$3.64K +32 +2%
RDWM
2073
Red Door Wealth Management
Tennessee
$219K -$5.01K -44 -2%
PEWA
2074
Pacific Excel Wealth Advisors
California
$219K +$220K +1,933 New
FAM
2075
Formidable Asset Management
Ohio
$219K +$214K +1,877 New