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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
C
526
Covestor
United Kingdom
$209K -$16.7K -605 -9%
PIA
527
Pinion Investment Advisors
Kansas
$209K -$64K -2,327 -27%
HAG
528
HighPoint Advisor Group
Illinois
$208K +$162K +5,891 New
QCG
529
Quadrant Capital Group
Ohio
$208K +$20.8K +756 +14%
WPC
530
Wedmont Private Capital
Pennsylvania
$206K +$169K +6,124 New
AWS
531
Atria Wealth Solutions
New York
$204K +$170K +6,169 New
UB
532
UMB Bank
Missouri
$198K -$9K -327 -5%
IA
533
IFP Advisors
Florida
$197K +$35K +1,270 +27%
RFS
534
Richardson Financial Services
Massachusetts
$194K +$161K +5,855 New
PIM
535
Penobscot Investment Management
Massachusetts
$188K -$149K -5,425 -49%
LIM
536
Longfellow Investment Management
Massachusetts
$183K -$1.08M -39,145 -88%
AIP
537
Ameritas Investment Partners
Nebraska
$181K – – –
SPIA
538
Steward Partners Investment Advisory
New York
$176K +$48.6K +1,766 +50%
KOCAA
539
Knights of Columbus Asset Advisors
Connecticut
$169K +$3.08K +112 +2%
RCM
540
Raleigh Capital Management
North Carolina
$167K -$2.73K -99 -2%
S
541
SignatureFD
Georgia
$165K -$40.9K -1,486 -23%
FDCDDQ
542
Federation des caisses Desjardins du Quebec
Quebec, Canada
$160K – – –
EWA
543
EverSource Wealth Advisors
Alabama
$159K +$23.3K +847 +21%
FHA
544
First Horizon Advisors
Tennessee
$158K +$31.7K +1,153 +32%
HI
545
Harbour Investments
Wisconsin
$146K +$1.65K +60 +1%
PS
546
Principal Securities
Iowa
$139K +$116K +4,205 New
SAI
547
Systematic Alpha Investments
New Jersey
$128K – – –
PA
548
Parallel Advisors
California
$127K -$93K -3,379 -47%
GI
549
GAMMA Investing
California
$122K +$103K +3,730 New
PE
550
Point72 Europe
United Kingdom
$121K +$100K +3,646 New
20 21
22
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