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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
476
Dorsey & Whitney Trust
South Dakota
$484K -$3.19K -62 -0.6%
ACM
477
Advisors Capital Management
New Jersey
$478K -$25.6K -499 -5%
RJFSA
478
Raymond James Financial Services Advisors
Florida
$478K +$102K +1,980 +23%
NDSI
479
Newman Dignan & Sheerar Inc
Rhode Island
$477K -$51.4K -1,000 -9%
PH
480
Pinnacle Holdings
Oklahoma
$477K – – –
BDF
481
Balasa Dinverno & Foltz
$473K -$25K -486 -4%
SXL
482
Summit X LLC
Missouri
$472K +$51.9K +1,010 +11%
AFWM
483
AMJ Financial Wealth Management
Virginia
$453K -$307K -5,968 -37%
SACTSONJ
484
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$453K – – –
WPW
485
Waldron Private Wealth
Pennsylvania
$448K – – –
CTA
486
Chesley Taft & Associates
Illinois
$447K +$17K +330 +3%
LNC
487
Lincoln National Corp
Pennsylvania
$442K +$6.22K +121 +1%
IF
488
Intrua Financial
Texas
$440K -$51.9K -1,010 -9%
FFM
489
Forum Financial Management
Illinois
$439K – – –
DADC
490
D.A. Davidson & Co
Montana
$439K +$159K +3,093 +47%
RIM
491
Redpoint Investment Management
Australia
$425K – – –
CA
492
Continuum Advisory
Idaho
$424K +$219K +4,260 +66%
AIC
493
Argus Investors Counsel
New York
$422K +$42.4K +825 +10%
EI
494
Ellevest Inc
New York
$419K +$17.8K +346 +4%
MIP
495
Marietta Investment Partners
Wisconsin
$416K – – –
WT
496
Washington Trust
Rhode Island
$416K – – –
GIM
497
Groesbeck Investment Management
New Jersey
$416K +$472K +9,183 New
PCM
498
Parsons Capital Management
Rhode Island
$414K +$72.4K +1,409 +18%
LG
499
Leuthold Group
Minnesota
$411K – – –
PIA
500
Pinion Investment Advisors
Kansas
$404K +$44.4K +863 +11%
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20
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