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Citizens Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
501
Pathway Financial Advisors
Vermont
$102K +$95.5K +2,441 New
IWM
502
IHT Wealth Management
Illinois
$100K -$24.2K -619 -21%
IDBONY
503
Israel Discount Bank of New York
New York
$97K
Northwestern Mutual Wealth Management
504
Northwestern Mutual Wealth Management
Wisconsin
$95K +$12.5K +320 +16%
STA
505
Summit Trail Advisors
New York
$82K +$68.2K +1,743 New
HFM
506
Harvest Fund Management
China
$77K +$71.5K +1,829 New
EMG
507
ETF Managers Group
New Jersey
$76K +$10K +256 +17%
ASN
508
Advisory Services Network
Georgia
$74K -$1.76K -45 -2%
Bessemer Group
509
Bessemer Group
New Jersey
$73K -$79.8K -2,040 -54%
SWM
510
SeaCrest Wealth Management
New York
$70K +$64.8K +1,657 New
GLI
511
Guardian Life Insurance
New York
$68K +$18.5K +473 +41%
NO
512
Ninety One
South Africa
$66K
EFSCE
513
Enterprise Financial Services Corp (EFSC)
Missouri
$63K
PA
514
Parallel Advisors
California
$63K
Carson Wealth (CWM LLC)
515
Carson Wealth (CWM LLC)
Nebraska
$62K +$196 +5 +0.3%
BTIS
516
BB&T Investment Services
North Carolina
$54K +$11.1K +283 +26%
SQA
517
Simon Quick Advisors
New Jersey
$51K +$43.4K +1,109 New
CAW
518
Cornerstone Advisors (Washington)
Washington
$48K
LFA
519
Legacy Financial Advisors
Kentucky
$48K +$45.6K +1,166 New
EWM
520
Evercore Wealth Management
New York
$47K
SLF
521
Sun Life Financial
Ontario, Canada
$45K -$102K -2,602 -71%
CFG
522
Citizens Financial Group
Rhode Island
$45K +$41.8K +1,068 New
CG
523
Cutler Group
California
$40K -$90K -2,302 -71%
HNB
524
Huntington National Bank
Ohio
$39K +$8.41K +215 +30%
BL
525
Balentine LLC
Georgia
$34K -$10.2K -260 -25%