We are live on ! Find out more
CFG icon

Citizens Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
626
Concord Wealth Partners
Virginia
$85K +$33.4K +694 +63%
JFGIW
627
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$85K +$38.5K +799 +80%
Carson Wealth (CWM LLC)
628
Carson Wealth (CWM LLC)
Nebraska
$85K +$86.6K +1,798 New
IFAM
629
Institutional & Family Asset Management
Colorado
$84K – – –
Koshinski Asset Management
630
Koshinski Asset Management
Illinois
$83.2K – – –
PFGIA
631
Patriot Financial Group Insurance Agency
Massachusetts
$80K +$48 +1 +0.1%
RPCONE
632
Retirement Planning Company of New England
Rhode Island
$80K +$81.6K +1,695 New
MA
633
MUFG Americas
New York
$76K – – –
National Bank of Canada
634
National Bank of Canada
Quebec, Canada
$73K +$73.9K +1,534 New
CLOS
635
Compagnie Lombard Odier SCmA
Switzerland
$72K – – –
DAM
636
Delta Asset Management
Tennessee
$66K – – –
UID
637
Union Investments & Development
Israel
$64K +$65K +1,350 New
C
638
Covestor
United Kingdom
$61K +$62.5K +1,297 New
PMFA
639
Plante Moran Financial Advisors
Michigan
$60K – – –
HI
640
Harbour Investments
Wisconsin
$57K -$92.9K -1,929 -62%
SWM
641
Spire Wealth Management
Virginia
$56K +$28.5K +591 +98%
TWA
642
TCI Wealth Advisors
Arizona
$55K +$10.9K +227 +24%
PFBT
643
Parkside Financial Bank & Trust
Missouri
$54K +$915 +19 +2%
GWS
644
Glassman Wealth Services
Virginia
$53K +$6.5K +135 +14%
ZB
645
Zions Bancorporation
Utah
$51K +$10.2K +211 +25%
BFEC
646
Benjamin F. Edwards & Company
Missouri
$50K – – –
FFWM
647
Future Financial Wealth Management
Ohio
$49K +$48.2K +1,000 New
CH
648
Canton Hathaway
Rhode Island
$37K – – –
MAM
649
Mystic Asset Management
Rhode Island
$37K +$38.5K +800 New
EWM
650
Evermay Wealth Management
Virginia
$36K -$6.36K -132 -15%