We are live on ! Find out more
CFG icon

Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
551
Smartleaf Asset Management
Massachusetts
$383K +$137K +2,753 +63%
VEA
552
Virtus ETF Advisers
New York
$383K +$358K +7,200 New
PCM
553
Polymer Capital Management
New York
$382K -$697 -14 -0.2%
IA
554
IFP Advisors
Florida
$381K -$13.1K -264 -4%
MM
555
MQS Management
New York
$376K -$130K -2,612 -27%
AWM
556
Accurate Wealth Management
Florida
$371K +$49.8K +1,001 +16%
EH
557
Equitable Holdings
New York
$370K +$346K +6,952 New
SC
558
SummitTX Capital
Texas
$367K -$310K -6,233 -47%
CFM
559
Catalyst Funds Management
Australia
$367K +$343K +6,900 New
IPWA
560
International Private Wealth Advisors
California
$362K -$60.6K -1,218 -15%
EWA
561
EverSource Wealth Advisors
Alabama
$361K +$10.9K +219 +3%
OWA
562
One Wealth Advisors
California
$352K +$330K +6,627 New
CI
563
CX Institutional
Indiana
$352K -$1.44K -29 -0.4%
PIA
564
Pinion Investment Advisors
Kansas
$347K +$2.54K +51 +0.8%
WT
565
Whittier Trust
California
$346K – – –
PWM
566
Perigon Wealth Management
California
$344K +$322K +6,465 New
FWCM
567
Ferguson Wellman Capital Management
Oregon
$343K – – –
GC
568
Gilbert & Cook
Iowa
$342K +$7.17K +144 +2%
KFC
569
Klingenstein Fields & Co
New York
$340K – – –
CIA
570
Caerus Investment Advisors
Texas
$335K +$314K +6,307 New
PCM
571
Pointe Capital Management
Michigan
$334K – – –
FCP
572
Fidelis Capital Partners
Florida
$330K +$1.99K +40 +0.6%
MC
573
Moors & Cabot
Massachusetts
$330K -$24.6K -494 -7%
AAIS
574
ABN AMRO Investment Solutions
$328K -$55.7K -1,120 -15%
KWA
575
Kingswood Wealth Advisors
California
$328K -$11K -221 -3%
21 22
23
24 25