We are live on ! Find out more
CFG icon

Citizens Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
SL
601
Summitry LLC
California
$623K +$76.8K +1,191 +15%
BFIM
602
Beese Fulmer Investment Management
Ohio
$616K +$91.2K +1,414 +19%
PDL
603
Portfolio Design Labs
California
$615K -$1.11M -17,271 -66%
MSFP
604
Mark Sheptoff Financial Planning
Connecticut
$610K
Simplex Trading
605
Simplex Trading
Illinois
$609K +$561K +8,695 New
VCM
606
Versant Capital Management
Arizona
$606K +$95.2K +1,477 +21%
PCM
607
Polymer Capital Management
New York
$600K +$34.4K +534 +7%
SWP
608
Sagespring Wealth Partners
Tennessee
$597K +$5.22K +81 +1%
TE
609
Tema ETFs
New York
$590K +$46.7K +725 +9%
FFG
610
Fortem Financial Group
California
$584K +$15.2K +235 +3%
ECA
611
Elevated Capital Advisors
Utah
$581K -$610K -9,465 -53%
DE
612
Diversified Enterprises
Delaware
$571K +$7.8K +121 +2%
PWM
613
Perigon Wealth Management
California
$568K +$37.7K +584 +8%
WIA
614
World Investment Advisors
California
$567K -$343K -5,321 -36%
AFG
615
Atomi Financial Group
New York
$566K +$54.9K +852 +12%
1IA
616
1620 Investment Advisors
Massachusetts
$564K +$2.26K +35 +0.4%
CCMG
617
Clark Capital Management Group
Pennsylvania
$562K +$279K +4,330 +117%
SF
618
Summit Financial
New Jersey
$561K +$11.7K +182 +2%
IPW
619
Impact Partnership Wealth
Georgia
$551K +$178K +2,766 +54%
4PL
620
46 Peaks LLC
Pennsylvania
$548K +$504K +7,816 New
SSWM
621
Sheets Smith Wealth Management
North Carolina
$546K
GIA
622
Gladstone Institutional Advisory
Florida
$541K -$2.9K -45 -0.6%
JTWM
623
Jackson Thornton Wealth Management
Alabama
$538K +$21.1K +327 +4%
VI
624
Vestcor Inc
New Brunswick, Canada
$538K
HNB
625
Huntington National Bank
Ohio
$538K +$7.22K +112 +1%