We are live on ! Find out more
CFG icon

Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
551
Principal Securities
Iowa
$318K – – –
1IA
552
1620 Investment Advisors
Massachusetts
$317K +$1.43K +32 +0.4%
IFU
553
iSAM Funds (UK)
United Kingdom
$316K +$344K +7,720 New
RRA
554
Round Rock Advisors
Connecticut
$316K +$344K +7,720 New
MAM
555
Mystic Asset Management
Rhode Island
$313K +$55.6K +1,246 +19%
BFM
556
Boothbay Fund Management
New York
$312K +$340K +7,617 New
I
557
InceptionR
California
$312K +$340K +7,615 New
IWC
558
Integrated Wealth Concepts
Massachusetts
$311K -$24.5K -549 -7%
SC
559
Syon Capital
California
$310K +$94.5K +2,117 +39%
ASN
560
Advisory Services Network
Georgia
$307K +$2.27K +51 +0.7%
GWM
561
Geneos Wealth Management
Colorado
$306K +$75.5K +1,693 +29%
FFA
562
Farther Finance Advisors
California
$306K +$135K +3,018 +67%
LCC
563
Lincoln Capital Corp
Rhode Island
$305K +$47.1K +1,056 +17%
MPM
564
MBB Public Markets
Illinois
$301K +$327K +7,337 New
AAIS
565
ABN AMRO Investment Solutions
$299K -$20.6K -461 -6%
BCM
566
Brookstone Capital Management
Illinois
$298K -$2.99K -67 -0.9%
OIA
567
OneDigital Investment Advisors
Kansas
$292K +$87.3K +1,957 +38%
PAG
568
Poinciana Advisors Group
Florida
$289K -$1.25K -28 -0.4%
NAM
569
NorthCrest Asset Manangement
Minnesota
$287K +$312K +6,996 New
KRW
570
Kaufman Rossin Wealth
Florida
$286K +$311K +6,971 New
LFG
571
Larson Financial Group
Missouri
$283K +$17.4K +389 +6%
AFGAS
572
Allegiance Financial Group Advisory Services
Virginia
$283K +$4.86K +109 +2%
FWIA
573
Fort Washington Investment Advisors
Ohio
$281K – – –
LA
574
Legacy Advisors
Pennsylvania
$279K +$2.68K +60 +0.9%
OR
575
Olympiad Research
Connecticut
$270K +$294K +6,589 New
21 22
23
24 25