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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
601
Proficio Capital Partners
Massachusetts
$7K +$2.12K +51 +42%
PC
602
Polar Capital
United Kingdom
$6.88K +$889K +21,331 +14%
MPWT
603
MassMutual Private Wealth & Trust
Connecticut
$6.69K +$3.33K +80 +87%
WEC
604
Winslow Evans & Crocker
Massachusetts
$6K – – –
KIG
605
Kessler Investment Group
Indiana
$6K +$6.25K +150 New
FIA
606
FNY Investment Advisers
New York
$6K +$6.96K +167 New
RA
607
Rational Advisors
New York
$5K -$677K -16,260 -99%
IFAM
608
Institutional & Family Asset Management
Colorado
$5K – – –
OC
609
Oakworth Capital
Alabama
$5K – – –
OFW
610
Omnia Family Wealth
Florida
$5K – – –
TAIM
611
TD Ameritrade Investment Management
Nebraska
$5K +$5K +120 New
LWM
612
Lenox Wealth Management
Ohio
$4K – – –
CFN
613
Cordasco Financial Network
Florida
$3K – – –
CFD
614
Creative Financial Designs
Indiana
$3K – – –
VCM
615
Versant Capital Management
Arizona
$3K – – –
GWS
616
Glassman Wealth Services
Virginia
$3K +$292 +7 +10%
AF
617
Advisornet Financial
Minnesota
$3K +$2.92K +70 New
IWP
618
Icon Wealth Partners
Texas
$3K +$3.42K +82 New
FHA
619
Flagship Harbor Advisors
Massachusetts
$3K +$3.62K +87 New
BWM
620
Baystate Wealth Management
Massachusetts
$2K – – –
FC
621
Ferris Capital
Massachusetts
$2K – – –
WTC
622
WhitTier Trust Company
Nevada
$2K – – –
MWM
623
MinichMacGregor Wealth Management
New York
$2K +$333 +8 +16%
TFO
624
Tarbox Family Office
California
$2K +$417 +10 +29%
RWM
625
Raffa Wealth Management
District of Columbia
$1.91K – – –
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