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Citizens Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
376
Empirical Wealth Management
Washington
$980K +$138K +2,923 +16%
TWI
377
Thomas White International
Illinois
$971K -$550K -11,652 -35%
TC
378
Trilogy Capital
California
$967K -$106K -2,253 -10%
TPA
379
Trivium Point Advisory
Connecticut
$964K +$176K +3,720 +22%
HighTower Advisors
380
HighTower Advisors
Illinois
$943K +$91.7K +1,943 +10%
AAM
381
Advisors Asset Management
Colorado
$942K +$75.7K +1,604 +8%
KAS
382
Kestra Advisory Services
Texas
$910K -$132K -2,801 -12%
AWM
383
AE Wealth Management
Kansas
$909K -$148K -3,135 -14%
DILIC
384
Dai-ichi Life Insurance Company
Japan
$909K – – –
CIBC Private Wealth Group
385
CIBC Private Wealth Group
Georgia
$890K -$13.8K -292 -1%
Creative Planning
386
Creative Planning
Kansas
$888K -$641K -13,585 -41%
NMIMC
387
Northwestern Mutual Investment Management Company
Wisconsin
$887K +$3.4K +72 +0.4%
BAM
388
Blueshift Asset Management
New Jersey
$881K +$692K +14,665 +323%
Vanguard Personalized Indexing Management
389
Vanguard Personalized Indexing Management
California
$860K +$474K +10,045 +115%
WFG
390
Wills Financial Group
Virginia
$857K +$883K +18,705 New
OC
391
Oppenheimer & Co
New York
$853K +$878K +18,595 New
VA
392
Valmark Advisers
Ohio
$837K +$30.1K +637 +4%
PPSG
393
Princeton Portfolio Strategies Group
New Jersey
$821K – – –
LMAM
394
Legg Mason Asset Management
Japan
$804K -$74K -1,568 -8%
Fifth Third Bancorp
395
Fifth Third Bancorp
Ohio
$803K -$36.2K -767 -4%
PCM
396
Pointe Capital Management
Michigan
$802K +$17.6K +374 +2%
Bessemer Group
397
Bessemer Group
New Jersey
$785K -$123K -2,612 -13%
WWM
398
Windsor Wealth Management
Indiana
$780K +$69.1K +1,465 +9%
CI Investments Inc
399
CI Investments Inc
Ontario, Canada
$780K +$455K +9,648 +131%
FDCDDQ
400
Federation des caisses Desjardins du Quebec
Quebec, Canada
$775K +$5K +106 +0.6%