We are live on ! Find out more
CFG icon

Citizens Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
601
TCI Wealth Advisors
Arizona
$30K +$4.54K +109 +19%
HFM
602
Harvest Fund Management
China
$30K +$29.1K +699 New
AF
603
Allworth Financial
California
$29K – – –
WAS
604
Winch Advisory Services
Wisconsin
$28K +$250 +6 +1%
LS
605
Leelyn Smith
Illinois
$28K +$26.2K +630 New
WOC
606
West Oak Capital
California
$26K +$8.32K +200 +50%
KPCM
607
Kings Point Capital Management
New York
$26K +$25K +600 New
CWC
608
Carolinas Wealth Consulting
North Carolina
$25K -$4.2K -101 -15%
ME
609
McIlrath & Eck
Washington
$25K +$1.62K +39 +8%
GWS
610
Glassman Wealth Services
Virginia
$24K -$957 -23 -4%
IAIM
611
International Assets Investment Management
Florida
$24K – – –
LC
612
Lindbrook Capital
California
$24K – – –
Jones Financial Companies
613
Jones Financial Companies
Missouri
$24K +$8.16K +196 +57%
GWSG
614
GPS Wealth Strategies Group
Colorado
$24K +$22.9K +550 New
EW
615
Evoke Wealth
California
$20K +$4.95K +119 +36%
GI
616
Gradient Investments
Minnesota
$18K -$4.04K -97 -19%
VCM
617
Versant Capital Management
Arizona
$18K -$541 -13 -3%
CFO
618
CVA Family Office
Colorado
$18K +$17.1K +410 New
PWM
619
Prentice Wealth Management
New York
$17K +$16.4K +395 New
SL
620
Savior LLC
Massachusetts
$16K – – –
EWA
621
Evolution Wealth Advisors
Florida
$15K – – –
FHC
622
First Horizon Corporation
Tennessee
$15K +$1.37K +33 +11%
CHA
623
Carmichael Hill & Associates
Maryland
$14K +$4.79K +115 +57%
SWM
624
Spire Wealth Management
Virginia
$14K +$12.8K +308 New
SCA
625
Stonebridge Capital Advisors
Minnesota
$14K +$13.4K +321 New