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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
IGAM
451
iA Global Asset Management
Quebec, Canada
$370K +$51.2K +1,861 +20%
MCM
452
McRae Capital Management
New Jersey
$369K -$235K -8,536 -43%
WANY
453
Wealthspire Advisors (New York)
New York
$367K +$12.1K +439 +4%
OR
454
Olympiad Research
Connecticut
$366K +$304K +11,044 New
IMCOOI
455
Investment Management Corp of Ontario (IMCO)
Canada
$365K +$303K +11,003 New
FP
456
Factorial Partners
New York
$365K +$46.8K +1,700 +18%
O
457
Ossiam
France
$355K -$280K -10,187 -49%
IA
458
IFG Advisory
Georgia
$353K +$19.2K +699 +7%
BFG
459
Bleakley Financial Group
New Jersey
$353K -$5.09K -185 -2%
SS
460
Simplicity Solutions
Minnesota
$353K -$5.09K -185 -2%
HCM
461
Hall Capital Management
Rhode Island
$348K -$42.6K -1,549 -13%
KA
462
Kintegral Advisory
New York
$343K -$1.82K -66 -0.6%
BFM
463
Boothbay Fund Management
New York
$335K +$279K +10,119 New
CCA
464
Cobblestone Capital Advisors
New York
$332K -$5.23K -190 -2%
SACTSONJ
465
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$331K – – –
DT
466
Diversified Trust
Tennessee
$330K +$274K +9,962 New
CWA
467
Centennial Wealth Advisory
Michigan
$322K -$21.9K -797 -8%
SI
468
Stephens Inc
Arkansas
$318K -$53.6K -1,947 -17%
AWM
469
Apollon Wealth Management
South Carolina
$316K +$262K +9,524 New
HWAM
470
Hennion & Walsh Asset Management
New Jersey
$314K +$261K +9,469 New
AWA
471
Arkadios Wealth Advisors
Georgia
$312K -$20K -726 -7%
MAS
472
Meeder Advisory Services
Ohio
$309K +$21.5K +781 +9%
AA
473
Ancora Advisors
Ohio
$308K -$9.19K -334 -3%
SIC
474
Sterling Investment Counsel
New York
$307K +$14.7K +535 +6%
FWCM
475
Ferguson Wellman Capital Management
Oregon
$303K -$80.5K -2,924 -24%
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19
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