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Citizens Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
551
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K +$28.9K +825 New
PCG
552
Private Capital Group
Connecticut
$23K +$386 +11 +1%
PCIA
553
Prime Capital Investment Advisors
Kansas
$23K +$23.4K +667 +580%
FGC
554
Financial Gravity Companies
Texas
$23K +$24K +685 New
PCP
555
Proficio Capital Partners
Massachusetts
$21K +$17.5K +499 +227%
CAPTRUST Financial Advisors
556
CAPTRUST Financial Advisors
North Carolina
$20K +$6.31K +180 +37%
QCG
557
Quadrant Capital Group
Ohio
$19K -$1.93K -55 -7%
CIA
558
CSat Investment Advisory
Michigan
$18K +$11.7K +334 +130%
ME
559
McIlrath & Eck
Washington
$18K +$19.1K +544 +788%
NFG
560
Next Financial Group
Texas
$15K -$5.61K -160 -24%
GCM
561
Gables Capital Management
Florida
$15K – – –
MOS
562
MGO One Seven
Ohio
$15K +$18.6K +530 New
AWM
563
Avondale Wealth Management
Texas
$14K – – –
WEC
564
Winslow Evans & Crocker
Massachusetts
$14K +$8.77K +250 +171%
CAM
565
Cresset Asset Management
Illinois
$14K +$16.5K +470 New
LC
566
Lindbrook Capital
California
$14K +$16.7K +476 New
PFBT
567
Parkside Financial Bank & Trust
Missouri
$13K +$2.6K +74 +21%
EDRH
568
Edmond de Rothschild Holding
Switzerland
$13K +$14.9K +424 New
MNBTD
569
Moody National Bank Trust Division
Texas
$13K +$15.3K +435 New
TCOV
570
Trust Company of Vermont
Vermont
$12K -$8.24K -235 -37%
DAM
571
Delta Asset Management
Tennessee
$12K – – –
BCA
572
Berman Capital Advisors
Georgia
$12K +$16.1K +459 New
HT
573
Heritage Trust
Oklahoma
$10K – – –
EWM
574
Executive Wealth Management
Michigan
$10K +$11.3K +322 New
WANY
575
Wealthspire Advisors (New York)
New York
$10K +$11.7K +335 New