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Citizens Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
SS
501
Simplicity Solutions
Minnesota
$256K +$273K +7,872 New
GT
502
Greenleaf Trust
Michigan
$255K +$35K +1,010 +15%
CC
503
ClearArc Capital
Ohio
$250K -$11.5K -333 -4%
GW
504
GW & Wade
Massachusetts
$249K +$4.09K +118 +2%
BAM
505
Berkshire Asset Management
Pennsylvania
$248K +$265K +7,642 New
PIA
506
Piedmont Investment Advisors
North Carolina
$244K -$1.52M -43,811 -85%
AWM
507
AE Wealth Management
Kansas
$242K +$258K +7,440 New
CPA
508
Court Place Advisors
Maryland
$241K – – –
Mackenzie Financial
509
Mackenzie Financial
Ontario, Canada
$237K -$86.5K -2,495 -26%
SP
510
Symmetry Partners
Connecticut
$235K -$71.9K -2,076 -22%
FAAS
511
First Allied Advisory Services
California
$234K +$254K +7,329 New
IRF
512
IBM Retirement Fund
New York
$232K – – –
NFG
513
Next Financial Group
Texas
$232K +$230K +6,639 +1,277%
NFH
514
NEXT Financial Holdings
Texas
$232K +$248K +7,159 New
VF
515
Virtu Financial
New York
$230K +$245K +7,079 New
BCM
516
Brookmont Capital Management
Texas
$221K – – –
PCM
517
Parsons Capital Management
Rhode Island
$214K +$228K +6,575 New
MWM
518
Modera Wealth Management
New Jersey
$211K +$225K +6,484 New
Twin Tree Management
519
Twin Tree Management
Texas
$210K +$224K +6,474 New
LFAS
520
Level Four Advisory Services
Texas
$209K +$223K +6,427 New
HIC
521
Holderness Investments Company
North Carolina
$205K +$218K +6,295 New
SF
522
Synovus Financial
Georgia
$203K – – –
CC
523
Courier Capital
New York
$201K +$215K +6,196 New
APA
524
American Portfolios Advisors
New York
$174K +$7.97K +230 +4%
SG Americas Securities
525
SG Americas Securities
New York
$165K -$1.76M -50,796 -91%