We are live on ! Find out more
C icon

Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
2301
Cornerstone Financial Management
Massachusetts
$34.8K +$1.71K +15 +5%
HNW
2302
High Note Wealth
Minnesota
$34.5K +$3.87K +34 +13%
BW
2303
Bravera Wealth
North Dakota
$34.3K – – –
MASM
2304
MH & Associates Securities Management
California
$34.2K – – –
LAM
2305
LOM Asset Management
$34K – – –
MSWM
2306
Mowery & Schoenfeld Wealth Management
Illinois
$33.9K -$21.8K -191 -39%
CMA
2307
Cedar Mountain Advisors
Oregon
$33K +$19.2K +169 +139%
GA
2308
GoalVest Advisory
New York
$32.7K -$12K -105 -27%
HWM
2309
Horizons Wealth Management
North Carolina
$32.1K – – –
MAM
2310
Meeder Asset Management
Ohio
$32K -$12K -105 -27%
BC
2311
Barrett & Company
Rhode Island
$31.7K +$114 +1 +0.4%
MAM
2312
Marquette Asset Management
Minnesota
$31.4K +$14.1K +124 +81%
VERPA
2313
Virginia Estate & Retirement Planning Advisors
Virginia
$31.3K +$31.4K +276 New
PSB
2314
Piscataqua Savings Bank
New Hampshire
$30.6K – – –
HWA
2315
Heritage Wealth Advisors
Virginia
$30.5K -$125K -1,099 -80%
S
2316
Sachetta
Massachusetts
$29.8K -$5.12K -45 -15%
M
2317
MOTCO
Texas
$29.4K -$173K -1,518 -85%
1IA
2318
1620 Investment Advisors
Massachusetts
$28.8K +$114 +1 +0.4%
NECFA
2319
New England Capital Financial Advisors
Connecticut
$28.6K – – –
SA
2320
Scarborough Advisors
Maryland
$28.6K +$28.7K +252 New
IWM
2321
IMG Wealth Management
Florida
$27.7K +$18.4K +162 +198%
TCM
2322
TD Capital Management
Tennessee
$27.3K – – –
RMP
2323
Richards, Merrill & Peterson
Washington
$27.2K – – –
AT
2324
Arlington Trust
Alabama
$27.2K +$8.54K +75 +45%
PCM
2325
Penserra Capital Management
California
$27K -$1.71K -15 -6%
91 92
93
94 95