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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
551
NewEdge Advisors
Louisiana
$264K +$371K +9,509 New
MCC
552
Money Concepts Capital
Florida
$263K +$1.72K +44 +0.7%
HA
553
HFG Advisors
Ohio
$263K – – –
WAM
554
Watershed Asset Management
California
$263K +$261K +6,672 New
AAS
555
Avantax Advisory Services
Texas
$261K +$17.2K +440 +7%
RJT
556
Raymond James Trust
Florida
$260K +$258K +6,600 New
LOIM
557
Liberty One Investment Management
Illinois
$260K +$3.83K +98 +2%
HIA
558
Harbor Investment Advisory
Maryland
$255K -$167K -4,283 -40%
CAM
559
Cresset Asset Management
Illinois
$254K -$47.4K -1,215 -8%
BCV
560
Banque Cantonale Vaudoise
Switzerland
$252K -$718K -18,400 -74%
UB
561
UMB Bank
Missouri
$251K -$70.8K -1,813 -22%
FB
562
Fulton Bank
Pennsylvania
$251K -$40.8K -1,045 -14%
HS
563
Horan Securities
United States
$250K -$5.23K -134 -2%
WT
564
Washington Trust
Rhode Island
$250K -$97.6K -2,500 -28%
KFC
565
Klingenstein Fields & Co
New York
$249K -$17.2K -440 -6%
ZIG
566
Zuckerman Investment Group
Illinois
$246K +$244K +6,252 New
BBWP
567
Beacon Bridge Wealth Partners
Pennsylvania
$246K +$244K +6,247 New
MCM
568
McRae Capital Management
New Jersey
$246K -$2.3K -59 -0.9%
NCM
569
NCM Capital Management
New Jersey
$244K – – –
QI
570
Qtron Investments
Massachusetts
$243K – – –
GIM
571
Groesbeck Investment Management
New Jersey
$242K -$277K -7,085 -54%
BFS
572
Bard Financial Services
Connecticut
$241K +$239K +6,120 New
CI
573
Cigna Investments
Connecticut
$238K – – –
CA
574
Crumly & Associates
Illinois
$237K – – –
SFA
575
Sequoia Financial Advisors
Ohio
$236K +$234K +6,005 New
21 22
23
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