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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
526
GAMMA Investing
California
$287K +$131K +3,771 +90%
AF
527
Allworth Financial
California
$282K -$2.37K -68 -1%
PCMC
528
Paragon Capital Management (Colorado)
Colorado
$281K +$48.3K +1,385 +22%
CL
529
COWA LLC
Oklahoma
$276K +$267K +7,648 New
TSS
530
Two Sigma Securities
New York
$273K +$51.9K +1,487 +24%
ASN
531
Advisory Services Network
Georgia
$273K -$16K -459 -6%
IGAM
532
iA Global Asset Management
Quebec, Canada
$270K -$5.44K -156 -2%
ACM
533
AlphaStar Capital Management
North Carolina
$270K +$261K +7,493 New
GL
534
Graypoint LLC
New York
$266K +$13.7K +392 +6%
AWS
535
Atria Wealth Solutions
New York
$265K +$18.6K +533 +8%
EI
536
Ellevest Inc
New York
$264K -$46.5K -1,333 -15%
EIP
537
Epoch Investment Partners
New York
$260K -$23K -660 -8%
WT
538
Whittier Trust
California
$260K -$1.67K -48 -0.7%
RJT
539
Raymond James Trust
Florida
$258K +$3.28K +94 +1%
FAM
540
Family Asset Management
South Carolina
$255K -$33.4K -959 -12%
FCP
541
Fidelis Capital Partners
Florida
$255K +$232K +6,643 New
HS
542
Horan Securities
United States
$255K -$7.64K -219 -3%
LCM
543
Laurion Capital Management
New York
$254K +$245K +7,036 New
LW
544
Lauer Wealth
Indiana
$252K -$199K -5,715 -46%
AG
545
Algert Global
California
$249K +$241K +6,914 New
EF
546
Empowered Funds
Pennsylvania
$249K +$31.8K +912 +15%
UB
547
UMB Bank
Missouri
$249K +$39.1K +1,122 +19%
CFM
548
Catalyst Funds Management
Australia
$249K -$331K -9,500 -58%
BIG
549
Brooklyn Investment Group
New York
$247K – – –
CHP
550
Cable Hill Partners
Oregon
$246K +$238K +6,837 New
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