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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
451
NEOS Investment Management
Connecticut
$407K +$151K +4,588 +69%
HWM
452
HB Wealth Management
Georgia
$404K +$83K +2,529 +29%
BFG
453
Bleakley Financial Group
New Jersey
$400K +$12.6K +385 +4%
SW
454
Simplicity Wealth
New Jersey
$400K +$361K +11,019 New
CCA
455
Cobblestone Capital Advisors
New York
$396K +$29.6K +903 +9%
WANY
456
Wealthspire Advisors (New York)
New York
$394K -$6.69K -204 -2%
PCM
457
Penserra Capital Management
California
$388K -$67.5K -2,058 -16%
DT
458
Diversified Trust
Tennessee
$382K +$18.7K +570 +6%
KA
459
Kintegral Advisory
New York
$375K -$1.05K -32 -0.3%
AAM
460
Advisors Asset Management
Colorado
$365K -$146K -4,452 -31%
FTDI
461
First Trust Direct Indexing
Massachusetts
$363K +$40.3K +1,230 +14%
SACTSONJ
462
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$363K – – –
C
463
CEDRUS
Colorado
$362K -$66.2K -2,017 -17%
SIC
464
Sterling Investment Counsel
New York
$360K +$20.7K +630 +7%
GIM
465
Greenwich Investment Management
Connecticut
$359K -$74.6K -2,275 -19%
GS
466
GTS Securities
Florida
$352K -$785K -23,933 -71%
TRCT
467
Tower Research Capital (TRC)
New York
$343K -$1.84M -56,046 -86%
MAS
468
Meeder Advisory Services
Ohio
$342K +$3.61K +110 +1%
CWA
469
Centennial Wealth Advisory
Michigan
$341K -$10.5K -320 -3%
MAM
470
Montchanin Asset Management
Delaware
$341K +$308K +9,400 New
AWA
471
Arkadios Wealth Advisors
Georgia
$341K -$558 -17 -0.2%
SI
472
Stephens Inc
Arkansas
$340K -$7.38K -225 -2%
IPWA
473
International Private Wealth Advisors
California
$335K +$303K +9,230 New
HCM
474
Hall Capital Management
Rhode Island
$325K -$50.9K -1,551 -15%
DEA
475
DoubleLine ETF Adviser
Florida
$324K +$36.3K +1,106 +14%
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