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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
526
Stratos Wealth Partners
Ohio
$264K +$272K +5,754 New
OPS
527
Orion Portfolio Solutions
Nebraska
$263K +$49.6K +1,051 +22%
FHC
528
First Heartland Consultants
Missouri
$260K +$47 +1 +0%
DMBA
529
Deseret Mutual Benefit Administrators
Utah
$257K +$264K +5,598 New
RFC
530
Regions Financial Corp
Alabama
$255K -$50.4K -1,067 -16%
FMT
531
First Mercantile Trust
Tennessee
$252K -$29.6K -628 -10%
BC
532
Bridgefront Capital
Texas
$250K +$257K +5,453 New
P
533
Pitcairn
Pennsylvania
$248K +$1.75K +37 +0.7%
CGL
534
Clarius Group LLC
Washington
$244K +$1.56K +33 +0.6%
LIM
535
Longfellow Investment Management
Massachusetts
$243K -$141K -2,980 -36%
HPWM
536
Highland Private Wealth Management
Washington
$241K +$1.18K +25 +0.5%
BBNA
537
Bremer Bank National Association
Minnesota
$238K -$29.4K -622 -11%
VIA
538
Vident Investment Advisory
Georgia
$238K +$246K +5,203 New
EF
539
Empirical Finance
Pennsylvania
$237K +$244K +5,173 New
CI
540
Conning Inc
Connecticut
$233K -$23.5K -499 -9%
PL
541
Parthenon LLC
Kentucky
$233K +$239K +5,073 New
PA
542
Pinnacle Associates
New York
$232K – – –
WA
543
WestEnd Advisors
North Carolina
$229K – – –
SC
544
Savant Capital
Illinois
$229K +$2.83K +60 +1%
TNA
545
True North Advisors
Texas
$229K +$236K +5,000 New
PWS
546
Precision Wealth Strategies
Missouri
$228K +$235K +4,973 New
GIA
547
Gateway Investment Advisers
Ohio
$226K -$13.8K -292 -6%
BC
548
Burney Company
Virginia
$225K +$232K +4,916 New
MFW
549
Meristem Family Wealth
Minnesota
$224K +$230K +4,880 New
XT
550
XTX Topco
Cayman Islands
$220K +$227K +4,805 New
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