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Citizens Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
HNB
526
Huntington National Bank
Ohio
$39K +$8.41K +215 +30%
BL
527
Balentine LLC
Georgia
$34K -$10.2K -260 -25%
AWM
528
AllSquare Wealth Management
New York
$34K -$1.49K -38 -4%
QCG
529
Quadrant Capital Group
Ohio
$30K +$2.11K +54 +7%
CCM
530
Covington Capital Management
California
$28K +$26K +665 New
WIM
531
Westside Investment Management
California
$27.4K – – –
OIA
532
OneDigital Investment Advisors
Kansas
$25K – – –
CB
533
Community Bank
New York
$22K +$20.5K +525 New
MOS
534
MGO One Seven
Ohio
$22K +$20.7K +530 New
CBT
535
Capital Bank & Trust
California
$21K – – –
AWM
536
Avondale Wealth Management
Texas
$20K +$18.5K +474 New
KA
537
Kaizen Advisory
Illinois
$20K +$18.6K +476 New
FMA
538
FNY Managed Accounts
New York
$20K +$18.9K +482 New
DAM
539
Delta Asset Management
Tennessee
$17K – – –
SGAM
540
Smith Group Asset Management
Texas
$16K +$391 +10 +3%
AssetMark Inc
541
AssetMark Inc
California
$15K +$10.4K +267 +303%
HT
542
Heritage Trust
Oklahoma
$15K +$13.7K +350 New
MA
543
MUFG Americas
New York
$14K – – –
KJWM
544
Kiley Juergens Wealth Management
Washington
$13K +$12.2K +311 New
TL
545
TrueWealth LLC
Georgia
$13K +$12.4K +317 New
DSI
546
Daiwa SB Investments
Japan
$12K – – –
LA
547
Legacy Advisors
Pennsylvania
$12K – – –
PFBT
548
Parkside Financial Bank & Trust
Missouri
$12K – – –
VCM
549
Vigilant Capital Management
Maine
$12K – – –
PHK
550
Point72 Hong Kong
Hong Kong
$12K +$11K +281 New