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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
526
Pinion Investment Advisors
Kansas
$209K -$64K -2,327 -27%
HAG
527
HighPoint Advisor Group
Illinois
$208K +$162K +5,891 New
QCG
528
Quadrant Capital Group
Ohio
$208K +$20.8K +756 +14%
WPC
529
Wedmont Private Capital
Pennsylvania
$206K +$169K +6,124 New
AWS
530
Atria Wealth Solutions
New York
$204K +$170K +6,169 New
UB
531
UMB Bank
Missouri
$198K -$9K -327 -5%
IA
532
IFP Advisors
Florida
$197K +$35K +1,270 +27%
RFS
533
Richardson Financial Services
Massachusetts
$194K +$161K +5,855 New
PIM
534
Penobscot Investment Management
Massachusetts
$188K -$149K -5,425 -49%
LIM
535
Longfellow Investment Management
Massachusetts
$183K -$1.08M -39,145 -88%
AIP
536
Ameritas Investment Partners
Nebraska
$181K – – –
SPIA
537
Steward Partners Investment Advisory
New York
$176K +$48.6K +1,766 +50%
KOCAA
538
Knights of Columbus Asset Advisors
Connecticut
$169K +$3.08K +112 +2%
RCM
539
Raleigh Capital Management
North Carolina
$167K -$2.73K -99 -2%
S
540
SignatureFD
Georgia
$165K -$40.9K -1,486 -23%
FDCDDQ
541
Federation des caisses Desjardins du Quebec
Quebec, Canada
$160K – – –
EWA
542
EverSource Wealth Advisors
Alabama
$159K +$23.3K +847 +21%
FHA
543
First Horizon Advisors
Tennessee
$158K +$31.7K +1,153 +32%
HI
544
Harbour Investments
Wisconsin
$146K +$1.65K +60 +1%
PS
545
Principal Securities
Iowa
$139K +$116K +4,205 New
SAI
546
Systematic Alpha Investments
New Jersey
$128K – – –
PA
547
Parallel Advisors
California
$127K -$93K -3,379 -47%
GI
548
GAMMA Investing
California
$122K +$103K +3,730 New
PE
549
Point72 Europe
United Kingdom
$121K +$100K +3,646 New
ECM
550
EMC Capital Management
Texas
$119K – – –
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