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Citizens Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
526
AllSquare Wealth Management
New York
$34K -$1.49K -38 -4%
QCG
527
Quadrant Capital Group
Ohio
$30K +$2.11K +54 +7%
CCM
528
Covington Capital Management
California
$28K +$26K +665 New
WIM
529
Westside Investment Management
California
$27.4K
OIA
530
OneDigital Investment Advisors
Kansas
$25K
CB
531
Community Bank
New York
$22K +$20.5K +525 New
MOS
532
MGO One Seven
Ohio
$22K +$20.7K +530 New
CBT
533
Capital Bank & Trust
California
$21K
AWM
534
Avondale Wealth Management
Texas
$20K +$18.5K +474 New
KA
535
Kaizen Advisory
Illinois
$20K +$18.6K +476 New
FMA
536
FNY Managed Accounts
New York
$20K +$18.9K +482 New
DAM
537
Delta Asset Management
Tennessee
$17K
SGAM
538
Smith Group Asset Management
Texas
$16K +$391 +10 +3%
AssetMark Inc
539
AssetMark Inc
California
$15K +$10.4K +267 +303%
HT
540
Heritage Trust
Oklahoma
$15K +$13.7K +350 New
MA
541
MUFG Americas
New York
$14K
KJWM
542
Kiley Juergens Wealth Management
Washington
$13K +$12.2K +311 New
TL
543
TrueWealth LLC
Georgia
$13K +$12.4K +317 New
DSI
544
Daiwa SB Investments
Japan
$12K
LA
545
Legacy Advisors
Pennsylvania
$12K
PFBT
546
Parkside Financial Bank & Trust
Missouri
$12K
VCM
547
Vigilant Capital Management
Maine
$12K
PHK
548
Point72 Hong Kong
Hong Kong
$12K +$11K +281 New
GFP
549
Gryphon Financial Partners
Ohio
$12K +$11.3K +288 New
CB
550
CNB Bank
Pennsylvania
$11K +$10.2K +260 New