We are live on ! Find out more
CFG icon

Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
TNBTD
751
Trustmark National Bank Trust Department
Mississippi
$300K +$12.8K +198 +5%
CFM
752
Catalyst Funds Management
Australia
$298K -$14.4K -224 -5%
RA
753
RFG Advisory
Alabama
$296K +$258 +4 +0.1%
AA
754
Ancora Advisors
Ohio
$294K -$19.4K -301 -7%
RIA
755
Regal Investment Advisors
Michigan
$294K +$322 +5 +0.1%
PWPS
756
Pinnacle Wealth Planning Services
Ohio
$293K +$7.87K +122 +3%
WA
757
WESPAC Advisors
California
$292K +$12.7K +197 +5%
MSWM
758
McGlone Suttner Wealth Management
Wisconsin
$291K +$709 +11 +0.3%
MAM
759
Mainsail Asset Management
Alabama
$289K +$258K +3,994 New
FM
760
Family Management
New York
$288K -$4.13K -64 -2%
AO
761
Advisor OS
Illinois
$287K +$5.67K +88 +2%
CFO
762
Cambient Family Office
Michigan
$287K +$264K +4,090 New
GM
763
GeoWealth Management
Illinois
$285K +$41.5K +644 +19%
HA
764
Herold Advisors
New York
$285K +$263K +4,072 New
EM
765
Excalibur Management
Massachusetts
$285K – – –
SP
766
Symmetry Partners
Connecticut
$284K +$262K +4,056 New
AWM
767
Angeles Wealth Management
California
$284K +$451 +7 +0.2%
CI
768
Cigna Investments
Connecticut
$282K +$6.38K +99 +3%
IAA
769
Independent Advisor Alliance
North Carolina
$281K +$259K +4,013 New
EL
770
EWA LLC
Pennsylvania
$280K +$13K +201 +5%
CWMA
771
Capstone Wealth Management (Alabama)
Alabama
$278K +$256K +3,972 New
MFS
772
Mirabella Financial Services
United Kingdom
$275K -$423K -6,555 -63%
LA
773
Legacy Advisors
Pennsylvania
$275K -$16.2K -251 -6%
VFA
774
Valeo Financial Advisors
Indiana
$275K +$25K +387 +11%
CWG
775
Cornerstone Wealth Group
North Carolina
$272K +$36.8K +571 +17%
29 30
31
32 33