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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
451
IEQ Capital
California
$555K +$55.8K +1,085 +10%
UIA
452
UBP Investment Advisors
Switzerland
$550K -$1.1M -21,385 -78%
CL
453
CPWM LLC
Washington
$550K -$654K -12,720 -51%
AWA
454
Amplius Wealth Advisors
Pennsylvania
$546K -$7.45K -145 -1%
CSPIA
455
Cary Street Partners Investment Advisory
Virginia
$546K +$112K +2,187 +22%
CAM
456
Cresset Asset Management
Illinois
$539K -$45.7K -890 -7%
MAM
457
Meeder Asset Management
Ohio
$537K -$245K -4,765 -29%
GVAG
458
Great Valley Advisor Group
Delaware
$536K +$40.3K +784 +7%
LCC
459
Lincoln Capital Corp
Rhode Island
$535K -$3.55M -69,133 -85%
VIA
460
Vident Investment Advisory
Georgia
$531K +$34.5K +671 +6%
TSS
461
Two Sigma Securities
New York
$527K +$598K +11,627 New
CCM
462
Compton Capital Management
Rhode Island
$526K +$12.9K +250 +2%
CAG
463
Csenge Advisory Group
Florida
$524K +$168K +3,264 +39%
EVC
464
Eidelman Virant Capital
Missouri
$519K – – –
SGA
465
Seaport Global Advisors
Massachusetts
$513K +$582K +11,323 New
LWAC
466
Laurel Wealth Advisors (California)
California
$504K -$13.6K -265 -2%
FWIA
467
Fort Washington Investment Advisors
Ohio
$504K – – –
GT
468
Greenleaf Trust
Michigan
$503K +$10.6K +207 +2%
PA
469
Profund Advisors
Maryland
$501K -$45.5K -885 -7%
SM
470
Salzhauer Michael
$497K +$242K +4,700 +53%
CCM
471
Coldstream Capital Management
Washington
$496K -$2.93K -57 -0.5%
SFS
472
Sowell Financial Services
Arkansas
$495K +$655K +12,751 New
ECM
473
Everence Capital Management
Indiana
$494K – – –
PCM
474
Penserra Capital Management
California
$490K -$115K -2,242 -17%
YIH
475
Y-Intercept (HK)
Hong Kong
$486K +$551K +10,728 New
17 18
19
20 21