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Citizens Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
501
L.J. Altfest & Co
New York
$382K +$1.52K +39 +0.4%
V
502
Veritable
Delaware
$377K +$89.1K +2,281 +31%
PA
503
Profund Advisors
Maryland
$371K +$21K +537 +6%
TPCW
504
TD Private Client Wealth
New York
$369K +$277K +7,105 +312%
SPIA
505
Steward Partners Investment Advisory
New York
$368K +$21.7K +556 +6%
WPW
506
Waldron Private Wealth
Pennsylvania
$367K – – –
ACM
507
Advisors Capital Management
New Jersey
$367K +$14.7K +377 +4%
FWIA
508
Fort Washington Investment Advisors
Ohio
$366K -$30.9K -792 -8%
Koshinski Asset Management
509
Koshinski Asset Management
Illinois
$363K +$2.23K +57 +0.6%
C
510
CEDRUS
Colorado
$362K +$79.4K +2,034 +28%
AWCI
511
Alpine Woods Capital Investors
New York
$359K +$5.31K +136 +2%
CTA
512
Chesley Taft & Associates
Illinois
$358K – – –
MIP
513
Marietta Investment Partners
Wisconsin
$355K +$352K +9,020 New
LSA
514
Lansing Street Advisors
Pennsylvania
$350K -$135K -3,446 -28%
APP
515
Alpha Paradigm Partners
Illinois
$348K – – –
WS
516
Wedbush Securities
California
$348K +$3.51K +90 +1%
EWM
517
Empirical Wealth Management
Washington
$344K +$10.3K +265 +3%
HI
518
Horizon Investments
North Carolina
$343K +$344K +8,805 New
Vontobel Holding
519
Vontobel Holding
Switzerland
$339K +$45.3K +1,160 +15%
SP
520
Symmetry Partners
Connecticut
$336K – – –
CPO
521
Cerity Partners OCIO
New York
$334K -$5.59M -143,278 -94%
PCM
522
Parsons Capital Management
Rhode Island
$320K – – –
M
523
Mirova
France
$320K +$119K +3,052 +60%
Carson Wealth (CWM LLC)
524
Carson Wealth (CWM LLC)
Nebraska
$319K -$36.3K -929 -10%
FFM
525
Forum Financial Management
Illinois
$319K – – –