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Citizens Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
PA
526
Pinnacle Associates
New York
$255K +$49.7K +1,268 +18%
EWM
527
Empirical Wealth Management
Washington
$255K -$13.2K -337 -4%
AS
528
AM Squared
Hong Kong
$249K +$15.7K +400 +5%
WAM
529
Watershed Asset Management
California
$246K +$56.4K +1,441 +22%
ESCM
530
Echo Street Capital Management
New York
$233K +$300K +7,658 New
PCM
531
Penserra Capital Management
California
$232K -$5.13K -131 -2%
FFM
532
Forum Financial Management
Illinois
$231K -$19.4K -496 -6%
Lido Advisors
533
Lido Advisors
California
$230K -$125K -3,204 -30%
HWAM
534
Hennion & Walsh Asset Management
New Jersey
$230K -$3.02K -77 -1%
4WM
535
44 Wealth Management
Oregon
$230K +$296K +7,566 New
CWA
536
Centennial Wealth Advisory
Michigan
$229K -$14.3K -365 -5%
LNWWM
537
Laird Norton Wetherby Wealth Management
California
$227K +$17.5K +448 +6%
GCP
538
GSA Capital Partners
United Kingdom
$223K +$287K +7,336 New
HI
539
Horizon Investments
North Carolina
$222K -$54.2K -1,385 -16%
DWT
540
Dorsey & Whitney Trust
South Dakota
$221K -$2.82K -72 -1%
MWM
541
Modera Wealth Management
New Jersey
$219K +$283K +7,224 New
SPIA
542
Steward Partners Investment Advisory
New York
$219K -$83.8K -2,140 -23%
1IA
543
1620 Investment Advisors
Massachusetts
$218K +$282K +7,192 New
IAM
544
Innovis Asset Management
Illinois
$217K +$13.4K +343 +5%
NFG
545
Nations Financial Group
Iowa
$216K – – –
HWM
546
HB Wealth Management
Georgia
$216K +$278K +7,098 New
CFS
547
CRA Financial Services
New Jersey
$214K +$3.92K +100 +1%
SIC
548
Sterling Investment Counsel
New York
$211K +$587 +15 +0.2%
AWM
549
Apollon Wealth Management
South Carolina
$210K -$14.5K -369 -5%
MAM
550
Montchanin Asset Management
Delaware
$209K – – –