We are live on ! Find out more
CFG icon

Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
SOW
826
State of Wyoming
Wyoming
$216K -$109K -1,698 -36%
BW
827
Blalock Williams
Alabama
$215K +$198K +3,072 New
BIAS
828
Beacon Investment Advisory Services
New Jersey
$214K – – –
LFAS
829
Level Four Advisory Services
Texas
$213K +$196K +3,042 New
EA
830
Everpar Advisors
Oklahoma
$211K +$194K +3,007 New
IWA
831
IBEX Wealth Advisors
New Jersey
$210K +$193K +2,999 New
PTP
832
Platform Technology Partners
New York
$210K +$193K +2,998 New
BFS
833
Bradley Foster & Sargent
Connecticut
$210K +$193K +2,997 New
BAM
834
Boyar Asset Management
New York
$210K +$193K +2,992 New
SAW
835
Signal Advisors Wealth
Michigan
$209K -$91.7K -1,422 -32%
IRP
836
Investment Research Partners
Pennsylvania
$209K +$192K +2,982 New
FCBT
837
First Citizens Bank & Trust
North Carolina
$209K +$192K +2,982 New
FWP
838
FAS Wealth Partners
Kansas
$208K +$191K +2,966 New
MFA
839
Mayflower Financial Advisors
Massachusetts
$207K +$191K +2,955 New
TCWA
840
Turtle Creek Wealth Advisors
Texas
$207K +$190K +2,953 New
OFS
841
OneAscent Financial Services
Alabama
$206K +$190K +2,944 New
PI
842
PFG Investments
New York
$206K +$190K +2,941 New
WS
843
Wedbush Securities
California
$206K +$189K +2,933 New
EIA
844
Edgemoor Investment Advisors
Maryland
$206K +$190K +2,939 New
GWANC
845
Guardian Wealth Advisors (North Carolina)
North Carolina
$203K +$187K +2,896 New
FWP
846
Flatrock Wealth Partners
California
$202K +$186K +2,885 New
SWGC
847
Summit Wealth Group (Colorado)
Colorado
$202K +$186K +2,885 New
GS
848
GTS Securities
Florida
$200K -$479K -7,425 -72%
MCA
849
McGuire Capital Advisors
Oklahoma
$199K +$68K +1,055 +59%
VWM
850
Venturi Wealth Management
Texas
$199K +$183K +2,839 New
32 33
34
35 36