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Citizens Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
351
Joel Isaacson & Co
New York
$60K – – –
IA
352
IFP Advisors
Florida
$58K +$55.7K +2,214 New
IR
353
Invictus RG
Bermuda
$54K +$52.4K +2,080 New
FHA
354
First Horizon Advisors
Tennessee
$52K -$5.64K -224 -10%
Toronto Dominion Bank
355
Toronto Dominion Bank
Ontario, Canada
$42K +$40.4K +1,605 New
SAMC
356
Shinko Asset Management Company
Japan
$39K +$6.72K +267 +22%
EP
357
Edinburgh Partners
United Kingdom
$33K – – –
SGAM
358
Smith Group Asset Management
Texas
$32K +$30.7K +1,220 New
PFBT
359
Parkside Financial Bank & Trust
Missouri
$25K +$13.2K +524 +127%
QCG
360
Quadrant Capital Group
Ohio
$22K – – –
Creative Planning
361
Creative Planning
Kansas
$13K +$12.4K +491 New
HR
362
Howe & Rusling
New York
$8K – – –
SSB
363
Sandy Spring Bank
Maryland
$8K – – –
HNB
364
Huntington National Bank
Ohio
$7K – – –
AssetMark Inc
365
AssetMark Inc
California
$7K +$4.41K +175 +188%
EWM
366
Evercore Wealth Management
New York
$6K +$277 +11 +5%
IWMPD
367
Integrated Wealth Management (Palm Desert)
California
$4K +$3.85K +153 +15,300%
Northwestern Mutual Wealth Management
368
Northwestern Mutual Wealth Management
Wisconsin
$3K -$1.21K -48 -29%
GXMC
369
Global X Management Company
New York
$3K – – –
PHK
370
Point72 Hong Kong
Hong Kong
$3K +$2.52K +100 New
GI
371
Gradient Investments
Minnesota
$3K +$2.95K +117 +2,925%
WEC
372
Winslow Evans & Crocker
Massachusetts
$2.1K – – –
MPWT
373
MassMutual Private Wealth & Trust
Connecticut
$2.07K +$1.99K +79 New
PCP
374
Proficio Capital Partners
Massachusetts
$2K +$1.89K +75 New
QI
375
QS Investors
New York
$1K +$403 +16 New