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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
476
Advisors Capital Management
New Jersey
$478K -$25.6K -499 -5%
RJFSA
477
Raymond James Financial Services Advisors
Florida
$478K +$102K +1,980 +23%
PH
478
Pinnacle Holdings
Oklahoma
$477K – – –
BDF
479
Balasa Dinverno & Foltz
$473K -$25K -486 -4%
SXL
480
Summit X LLC
Missouri
$472K +$51.9K +1,010 +11%
AFWM
481
AMJ Financial Wealth Management
Virginia
$453K -$307K -5,968 -37%
SACTSONJ
482
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$453K – – –
WPW
483
Waldron Private Wealth
Pennsylvania
$448K – – –
CTA
484
Chesley Taft & Associates
Illinois
$447K +$17K +330 +3%
LNC
485
Lincoln National Corp
Pennsylvania
$442K +$6.22K +121 +1%
IF
486
Intrua Financial
Texas
$440K -$51.9K -1,010 -9%
FFM
487
Forum Financial Management
Illinois
$439K – – –
DADC
488
D.A. Davidson & Co
Montana
$439K +$159K +3,093 +47%
RIM
489
Redpoint Investment Management
Australia
$425K – – –
CA
490
Continuum Advisory
Idaho
$424K +$219K +4,260 +66%
AIC
491
Argus Investors Counsel
New York
$422K +$42.4K +825 +10%
EI
492
Ellevest Inc
New York
$419K +$17.8K +346 +4%
MIP
493
Marietta Investment Partners
Wisconsin
$416K – – –
WT
494
Washington Trust
Rhode Island
$416K – – –
GIM
495
Groesbeck Investment Management
New Jersey
$416K +$472K +9,183 New
PCM
496
Parsons Capital Management
Rhode Island
$414K +$72.4K +1,409 +18%
LG
497
Leuthold Group
Minnesota
$411K – – –
PIA
498
Pinion Investment Advisors
Kansas
$404K +$44.4K +863 +11%
IAA
499
Independent Advisor Alliance
North Carolina
$404K +$458K +8,905 New
BAM
500
Berkshire Asset Management
Pennsylvania
$402K – – –
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