We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2101
JGP Wealth Management
Oregon
$272K +$1.17K +9 +0.5%
SFWC
2102
Strategic Family Wealth Counselors
New Jersey
$271K -$81K -622 -24%
TFM
2103
TFC Financial Management
Massachusetts
$270K +$209K +1,605 +494%
SWP
2104
Semus Wealth Partners
Florida
$270K +$1.04K +8 +0.4%
CSB
2105
City State Bank
Iowa
$269K – – –
CP
2106
Canopy Partners
Ohio
$269K +$250K +1,923 New
WF
2107
WinCap Financial
Massachusetts
$269K +$250K +1,923 New
CBTWT
2108
Community Bank & Trust (Waco, Texas)
Texas
$269K – – –
DWM
2109
Daner Wealth Management
Georgia
$269K +$4.82K +37 +2%
CWA
2110
Consilio Wealth Advisors
Washington
$268K +$2.73K +21 +1%
LC
2111
LCNB Corp
Ohio
$267K -$14.3K -110 -5%
BFO
2112
Biltmore Family Office
North Carolina
$267K +$4.17K +32 +2%
JC
2113
JBGlobal.com
New York
$265K -$27.3K -210 -10%
AW
2114
Avion Wealth
Texas
$265K +$9.63K +74 +4%
PFWA
2115
Paces Ferry Wealth Advisors
Georgia
$265K -$24.3K -187 -9%
LWA
2116
LifeGoal Wealth Advisors
New York
$265K +$246K +1,893 New
LCM
2117
Leisure Capital Management
California
$263K – – –
GWM
2118
Greenwich Wealth Management
Connecticut
$263K -$39.1K -300 -14%
FL
2119
FreeGulliver LLC
Louisiana
$263K -$1.3K -10 -0.5%
HIM
2120
Hanlon Investment Management
New Jersey
$262K -$17.2K -132 -7%
GWM
2121
GK Wealth Management
Nevada
$261K +$243K +1,868 New
USB
2122
Union Savings Bank
Connecticut
$261K – – –
ADBIC
2123
A.D. Beadell Investment Counsel
Wisconsin
$261K -$9.76K -75 -4%
AA
2124
Advisory Advocates
Michigan
$261K +$243K +1,864 New
GA
2125
Greenspring Advisors
Maryland
$260K +$242K +1,859 New
83 84
85
86 87