We are live on ! Find out more
C icon

Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
2351
Clark Wealth Partners
Illinois
$20.6K +$1.94K +17 +10%
MPW
2352
MASECO Private Wealth
$20.6K -$13.2K -116 -39%
JSAM
2353
J. Safra Asset Management
New York
$20.4K – – –
SR
2354
Syntax Research
Florida
$20.3K – – –
OPTFSNA
2355
Old Point Trust & Financial Services N A
Virginia
$20.3K – – –
TF
2356
Tompkins Financial
New York
$20.1K – – –
CA
2357
Centerpoint Advisors
Massachusetts
$20K – – –
LA
2358
LM Advisors
California
$19.4K +$21.4K +188 +9%
BHWM
2359
Bay Harbor Wealth Management
Maryland
$18.7K +$5.35K +47 +40%
TLFA
2360
True Link Financial Advisors
California
$18.5K +$18.6K +163 New
DWM
2361
Darwin Wealth Management
Florida
$18.4K -$683 -6 -4%
VNA
2362
Valley National Advisers
Pennsylvania
$18K +$683 +6 +4%
VR
2363
Vision Retirement
New Jersey
$17.4K -$11.4K -100 -40%
EWM
2364
Evolution Wealth Management
Florida
$17.3K +$1.25K +11 +8%
CTWM
2365
Cherry Tree Wealth Management
Minnesota
$17K – – –
BGC
2366
Beutel, Goodman & Co
Ontario, Canada
$17K – – –
FMTCOCP
2367
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$17K – – –
RWS
2368
Retirement Wealth Solutions
Wisconsin
$16.7K – – –
PMFA
2369
Plante Moran Financial Advisors
Michigan
$16.4K -$5.47K -48 -25%
NWM
2370
Nova Wealth Management
Florida
$16.2K +$3.19K +28 +24%
RCM
2371
Richardson Capital Management
Wisconsin
$15.9K – – –
AP
2372
Aspect Partners
Virginia
$15.8K -$911 -8 -5%
CIM
2373
Contravisory Investment Management
Massachusetts
$15.7K – – –
WWM
2374
Wolff Wiese Magana
California
$15.5K – – –
CFFP
2375
Center for Financial Planning
Michigan
$15.4K – – –