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Citizens Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
VVP
526
Venture Visionary Partners
Ohio
$293K +$27.6K +745 +10%
EWM
527
Empirical Wealth Management
Washington
$291K -$51.6K -1,396 -14%
UB
528
UMB Bank
Missouri
$280K -$317K -8,557 -51%
PCM
529
Parsons Capital Management
Rhode Island
$280K -$40.7K -1,101 -12%
FFM
530
Forum Financial Management
Illinois
$278K -$142K -3,825 -32%
Lido Advisors
531
Lido Advisors
California
$275K +$13.7K +369 +5%
PTP
532
Platform Technology Partners
New York
$274K -$111K -2,994 -27%
LWAC
533
Laurel Wealth Advisors (California)
California
$273K +$5.25K +142 +2%
AWA
534
Amplius Wealth Advisors
Pennsylvania
$269K -$144K -3,890 -33%
Vontobel Holding
535
Vontobel Holding
Switzerland
$259K -$814 -22 -0.3%
LNWWM
536
Laird Norton Wetherby Wealth Management
California
$256K -$7.25K -196 -3%
FB
537
Fulton Bank
Pennsylvania
$255K -$2.11K -57 -0.8%
V
538
Veritable
Delaware
$251K -$48.8K -1,319 -15%
MGP
539
Metis Global Partners
California
$251K +$37 +1 +0%
National Bank of Canada
540
National Bank of Canada
Quebec, Canada
$251K +$186K +5,027 +234%
PA
541
Pinnacle Associates
New York
$246K +$41.7K +1,128 +19%
CWA
542
Centennial Wealth Advisory
Michigan
$246K +$265K +7,172 New
C
543
CEDRUS
Colorado
$246K +$23.6K +638 +10%
NFG
544
Nations Financial Group
Iowa
$243K – – –
CFS
545
CRA Financial Services
New Jersey
$240K +$24K +650 +10%
HWAM
546
Hennion & Walsh Asset Management
New Jersey
$239K -$544K -14,711 -68%
COI
547
Connable Office Inc
Michigan
$238K +$16.7K +451 +7%
5L
548
55I LLC
Massachusetts
$237K +$255K +6,893 New
SIC
549
Sterling Investment Counsel
New York
$237K +$256K +6,923 New
Cetera Investment Advisers
550
Cetera Investment Advisers
Illinois
$236K -$90.1K -2,436 -26%