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Citizens Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
526
Aptus Capital Advisors
Alabama
$624K +$78.7K +1,465 +16%
PS
527
Principal Securities
Iowa
$600K -$34.5K -642 -6%
KPWS
528
Kestra Private Wealth Services
Texas
$586K +$10.6K +198 +2%
IA
529
IFP Advisors
Florida
$586K +$154K +2,871 +40%
SACTSONJ
530
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$584K – – –
HAI
531
Hennessy Advisors Inc
California
$584K +$53.7K +1,000 +11%
EW
532
Evoke Wealth
California
$580K +$60.4K +1,125 +13%
SL
533
Sentinus LLC
Illinois
$579K +$532K +9,908 New
NWWA
534
New Wave Wealth Advisors
Arkansas
$561K +$22.5K +419 +5%
EWA
535
EverSource Wealth Advisors
Alabama
$561K +$152K +2,823 +42%
CIA
536
Concurrent Investment Advisors
Florida
$560K +$252K +4,685 +95%
TCA
537
Transcend Capital Advisors
New Jersey
$559K +$72.8K +1,355 +17%
CIA
538
Caerus Investment Advisors
Texas
$556K +$172K +3,209 +51%
WA
539
Waverly Advisors
Alabama
$545K +$218K +4,062 +77%
CA
540
Clearstead Advisors
Ohio
$544K +$345K +6,416 +222%
HBT
541
Heartland Bank & Trust
Illinois
$542K -$8.7K -162 -2%
SAM
542
Sagewood Asset Management
New York
$538K +$495K +9,216 New
MYAM
543
Meiji Yasuda Asset Management
Japan
$536K – – –
RIL
544
Rothschild Investment LLC
Illinois
$535K +$415K +7,721 +538%
OL
545
Optas LLC
Texas
$532K +$489K +9,100 New
BP
546
Ballentine Partners
Massachusetts
$527K +$2.74K +51 +0.6%
MCM
547
MAI Capital Management
Ohio
$525K -$30K -558 -6%
BAAM
548
Baker Avenue Asset Management
California
$518K +$153K +2,857 +48%
Grantham, Mayo, Van Otterloo & Co (GMO)
549
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$514K -$228K -4,250 -33%
MAM
550
Mystic Asset Management
Rhode Island
$514K +$19.2K +357 +4%