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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
451
Everence Capital Management
Indiana
$515K – – –
GT
452
Greenleaf Trust
Michigan
$515K +$75K +1,558 +17%
PWS
453
Precision Wealth Strategies
Missouri
$513K +$72.1K +1,496 +16%
IF
454
Intrua Financial
Texas
$506K -$14.8K -308 -3%
DWT
455
Dorsey & Whitney Trust
South Dakota
$506K -$1.78K -37 -0.3%
CTA
456
Chesley Taft & Associates
Illinois
$501K +$16.9K +350 +3%
EVC
457
Eidelman Virant Capital
Missouri
$497K +$394K +8,181 New
PH
458
Pinnacle Holdings
Oklahoma
$497K – – –
WWM
459
Windsor Wealth Management
Indiana
$492K -$115K -2,385 -20%
CG
460
Cutler Group
California
$491K -$867 -18 -0.2%
SACTSONJ
461
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$473K – – –
WPW
462
Waldron Private Wealth
Pennsylvania
$468K – – –
CSPIA
463
Cary Street Partners Investment Advisory
Virginia
$466K +$54.8K +1,138 +13%
WSTAM
464
Wilbanks Smith & Thomas Asset Management
Virginia
$464K – – –
BPA
465
Beacon Pointe Advisors
California
$463K -$23.8K -495 -5%
CI
466
Cigna Investments
Connecticut
$458K -$161K -3,344 -26%
FFM
467
Forum Financial Management
Illinois
$458K +$467K +9,696 New
AIM
468
Aigen Investment Management
New York
$457K +$479K +9,934 New
LNC
469
Lincoln National Corp
Pennsylvania
$454K +$33.4K +694 +8%
CAN
470
Cetera Advisor Networks
California
$450K +$75.4K +1,566 +20%
BS
471
Banco Santander
Spain
$448K -$714K -14,826 -61%
RIM
472
Redpoint Investment Management
Australia
$443K – – –
SXL
473
Summit X LLC
Missouri
$443K – – –
WT
474
Washington Trust
Rhode Island
$434K +$12K +250 +3%
MIP
475
Marietta Investment Partners
Wisconsin
$433K -$5.78K -120 -1%
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