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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
451
Crestline Management
Texas
$268K +$286K +10,000 New
IA
452
IFG Advisory
Georgia
$267K -$8.32K -291 -3%
CHAM
453
Clear Harbor Asset Management
Connecticut
$264K +$28.6K +1,000 +11%
AA
454
Ancora Advisors
Ohio
$258K +$47.3K +1,655 +21%
DIA
455
Dana Investment Advisors
Wisconsin
$257K +$25K +875 +10%
BPA
456
Beacon Pointe Advisors
California
$253K +$46.2K +1,615 +21%
FP
457
Factorial Partners
New York
$249K -$172K -6,000 -39%
IGAM
458
iA Global Asset Management
Quebec, Canada
$249K -$15.3K -535 -5%
CA
459
Continuum Advisory
Idaho
$247K -$1.97K -69 -0.7%
LOIM
460
Liberty One Investment Management
Illinois
$247K -$19.3K -674 -7%
LW
461
Lauer Wealth
Indiana
$245K -$192K -6,709 -42%
BFEC
462
Benjamin F. Edwards & Company
Missouri
$241K -$202K -7,078 -44%
PA
463
Pinnacle Associates
New York
$240K +$9.18K +321 +4%
VI
464
Vestcor Inc
New Brunswick, Canada
$238K -$94.8K -3,315 -27%
HWM
465
HB Wealth Management
Georgia
$236K +$252K +8,801 New
SIC
466
Sterling Investment Counsel
New York
$234K +$26.9K +940 +12%
FWIA
467
Fort Washington Investment Advisors
Ohio
$232K – – –
PIA
468
Pinion Investment Advisors
Kansas
$231K +$2.06K +72 +0.8%
MAS
469
Meeder Advisory Services
Ohio
$229K +$244K +8,535 New
SGA
470
Seaport Global Advisors
Massachusetts
$218K +$157K +5,479 +206%
PCMC
471
Paragon Capital Management (Colorado)
Colorado
$216K -$24.4K -855 -10%
DWT
472
Dorsey & Whitney Trust
South Dakota
$212K +$226K +7,909 New
FAM
473
Family Asset Management
South Carolina
$209K +$3.26K +114 +1%
KFC
474
Klingenstein Fields & Co
New York
$207K -$1.43K -50 -0.6%
MWM
475
Modera Wealth Management
New Jersey
$205K +$218K +7,641 New
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