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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
526
Weiss Asset Management
Massachusetts
$911K -$248K -3,852 -23%
CHAM
527
Clear Harbor Asset Management
Connecticut
$910K -$6.45K -100 -0.8%
ASN
528
Advisory Services Network
Georgia
$909K -$226K -3,512 -21%
BAAM
529
Baker Avenue Asset Management
California
$905K +$92.4K +1,433 +12%
ECM
530
Everence Capital Management
Indiana
$898K – – –
NDSIB
531
North Dakota State Investment Board
North Dakota
$894K +$23K +356 +3%
AF
532
Allworth Financial
California
$889K -$147K -2,276 -15%
MAM
533
Montchanin Asset Management
Delaware
$888K +$172K +2,670 +27%
IC
534
Inscription Capital
Texas
$882K +$78.6K +1,219 +11%
SAI
535
Savvy Advisors Inc
New York
$882K +$34.9K +542 +5%
WJS
536
William John Sempolinski
Massachusetts
$877K +$807K +12,518 New
SCP
537
Sivia Capital Partners
California
$872K +$100K +1,555 +14%
CAG
538
Csenge Advisory Group
Florida
$869K -$67.9K -1,053 -8%
EPW
539
Evolve Private Wealth
California
$856K -$422K -6,552 -35%
NWWA
540
New Wave Wealth Advisors
Arkansas
$853K +$111K +1,722 +16%
HAI
541
Hennessy Advisors Inc
California
$841K – – –
OWA
542
One Wealth Advisors
California
$836K +$62.4K +967 +9%
SL
543
Sentinus LLC
Illinois
$827K -$9.35K -145 -1%
LNWTC
544
Laird Norton Wetherby Trust Company
Washington
$822K +$4.84K +75 +0.6%
SAM
545
Securian Asset Management
Minnesota
$812K -$19.8K -307 -3%
PH
546
Pinnacle Holdings
Oklahoma
$809K -$6.9K -107 -0.9%
FCM
547
Fire Capital Management
California
$808K +$744K +11,535 New
LIA
548
Lynx Investment Advisory
District of Columbia
$796K +$175K +2,713 +31%
AWM
549
Accurate Wealth Management
Florida
$793K +$136K +2,107 +23%
KRSITF
550
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$788K -$13K -202 -2%
20 21
22
23 24