We are live on ! Find out more
CFG icon

Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
676
Jefferies Financial Group
New York
$260K -$238K -4,421 -50%
VWM
677
Venturi Wealth Management
Texas
$260K -$1.13K -21 -0.5%
LC
678
LCNB Corp
Ohio
$259K – – –
NW
679
NewEdge Wealth
Pennsylvania
$259K +$238K +4,439 New
DCM
680
DGS Capital Management
New Jersey
$258K +$237K +4,419 New
IAIM
681
International Assets Investment Management
Florida
$258K +$237K +4,412 New
SIA
682
Soltis Investment Advisors
Utah
$254K +$234K +4,356 New
CI
683
Cigna Investments
Connecticut
$254K – – –
AWM
684
Axxcess Wealth Management
California
$254K +$860 +16 +0.4%
DI
685
Decision Investments
California
$252K +$232K +4,320 New
AA
686
Ancora Advisors
Ohio
$250K +$57.3K +1,066 +33%
CFB
687
Cullen/Frost Bankers
Texas
$249K +$119K +2,216 +109%
PCM
688
Prelude Capital Management
New York
$248K +$228K +4,241 New
TA
689
TFB Advisors
Kansas
$248K -$2.69K -50 -1%
CAM
690
CenterStar Asset Management
Illinois
$246K +$227K +4,216 New
WC
691
Waterloo Capital
Texas
$244K +$225K +4,185 New
RFS
692
Richardson Financial Services
Massachusetts
$244K -$6.18K -115 -3%
CB
693
Cadence Bank
Mississippi
$242K -$17.2K -320 -7%
G
694
GenTrust
Florida
$241K +$221K +4,120 New
SAW
695
Signal Advisors Wealth
Michigan
$240K -$50.5K -939 -19%
MCA
696
McGuire Capital Advisors
Oklahoma
$240K +$221K +4,109 New
PWPS
697
Pinnacle Wealth Planning Services
Ohio
$239K +$16K +298 +8%
EM
698
Excalibur Management
Massachusetts
$237K – – –
VA
699
VestGen Advisors
Illinois
$237K +$218K +4,062 New
PFM
700
Patton Fund Management
Texas
$237K -$3.16M -58,874 -94%
26 27
28
29 30