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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
526
NorthCrest Asset Manangement
Minnesota
$922K +$131K +2,036 +18%
VSQM
527
V-Square Quantitative Management
Illinois
$916K +$31.7K +492 +4%
SAM
528
Sagewood Asset Management
New York
$912K +$126K +1,955 +18%
WAM
529
Weiss Asset Management
Massachusetts
$911K -$248K -3,852 -23%
CHAM
530
Clear Harbor Asset Management
Connecticut
$910K -$6.45K -100 -0.8%
ASN
531
Advisory Services Network
Georgia
$909K -$226K -3,512 -21%
BAAM
532
Baker Avenue Asset Management
California
$905K +$92.4K +1,433 +12%
ECM
533
Everence Capital Management
Indiana
$898K – – –
NDSIB
534
North Dakota State Investment Board
North Dakota
$894K +$23K +356 +3%
AF
535
Allworth Financial
California
$889K -$147K -2,276 -15%
MAM
536
Montchanin Asset Management
Delaware
$888K +$172K +2,670 +27%
IC
537
Inscription Capital
Texas
$882K +$78.6K +1,219 +11%
SAI
538
Savvy Advisors Inc
New York
$882K +$34.9K +542 +5%
WJS
539
William John Sempolinski
Massachusetts
$877K – – –
SCP
540
Sivia Capital Partners
California
$872K +$100K +1,555 +14%
CAG
541
Csenge Advisory Group
Florida
$869K -$67.9K -1,053 -8%
EPW
542
Evolve Private Wealth
California
$856K -$422K -6,552 -35%
NWWA
543
New Wave Wealth Advisors
Arkansas
$853K +$111K +1,722 +16%
HAI
544
Hennessy Advisors Inc
California
$841K – – –
OWA
545
One Wealth Advisors
California
$836K +$62.4K +967 +9%
SL
546
Sentinus LLC
Illinois
$827K -$9.35K -145 -1%
LNWTC
547
Laird Norton Wetherby Trust Company
Washington
$822K +$4.84K +75 +0.6%
SAM
548
Securian Asset Management
Minnesota
$812K -$19.8K -307 -3%
PH
549
Pinnacle Holdings
Oklahoma
$809K -$6.9K -107 -0.9%
FCM
550
Fire Capital Management
California
$808K +$744K +11,535 New
20 21
22
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