We are live on ! Find out more
CFG icon

Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
576
Jacobi Capital Management
Pennsylvania
$4K – – –
AWM
577
Avior Wealth Management
Nebraska
$4K +$2.92K +93 +404%
BCWM
578
Bartlett & Co Wealth Management
Ohio
$3.22K +$2.82K +90 New
ADL
579
Asset Dedication LLC
California
$3K – – –
HR
580
Howe & Rusling
New York
$3K – – –
PFPT
581
Pinnacle Financial Partners (Tennessee)
Tennessee
$3K – – –
BC
582
Bartlett & Co
Ohio
$3K +$2.82K +90 New
GWM
583
Geneos Wealth Management
Colorado
$3K +$40.7K +1,298 +2,950%
RWM
584
Raffa Wealth Management
District of Columbia
$2.22K – – –
GFPC
585
Global Financial Private Client
Florida
$2K +$1.76K +56 New
BWM
586
BerganKDV Wealth Management
Minnesota
$2K – – –
CFN
587
Cordasco Financial Network
Florida
$2K – – –
SIC
588
Salem Investment Counselors
North Carolina
$2K – – –
TFO
589
Tarbox Family Office
California
$2K – – –
BWM
590
Baystate Wealth Management
Massachusetts
$2K +$31 +1 +2%
SSB
591
Sandy Spring Bank
Maryland
$2K +$345 +11 +24%
PWMG
592
Prestige Wealth Management Group
New Jersey
$2K +$1.41K +45 New
SFO
593
Standard Family Office
South Dakota
$2K +$1.51K +48 New
SN
594
Sittner & Nelson
Oregon
$2K +$1.85K +59 New
FTDI
595
First Trust Direct Indexing
Massachusetts
$2K +$2.04K +65 New
APWA
596
Atlas Private Wealth Advisors
New Jersey
$1K – – –
NFG
597
Next Financial Group
Texas
$1K – – –
PK
598
Pflug Koory
Nebraska
$1K – – –
CWP
599
Concord Wealth Partners
Virginia
$1K +$659 +21 New
BBHC
600
Brown Brothers Harriman & Co
New York
$1K +$753 +24 New
22 23
24
25 26