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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
551
Independent Advisor Alliance
North Carolina
$204K -$339K -8,650 -56%
HA
552
HFG Advisors
Ohio
$203K – – –
MCC
553
Money Concepts Capital
Florida
$203K -$1.29K -33 -0.5%
KPWS
554
Kestra Private Wealth Services
Texas
$203K +$261K +6,670 New
HS
555
Horan Securities
United States
$200K +$8.38K +214 +3%
LOIM
556
Liberty One Investment Management
Illinois
$198K -$3.8K -97 -1%
AG
557
AIA Group
Hong Kong
$195K -$24.3K -620 -9%
BCV
558
Banque Cantonale Vaudoise
Switzerland
$194K – – –
AF
559
Allworth Financial
California
$193K +$60.9K +1,555 +32%
UB
560
UMB Bank
Missouri
$192K -$1.92K -49 -0.8%
AIP
561
Ameritas Investment Partners
Nebraska
$183K -$12.3K -315 -5%
FDCDDQ
562
Federation des caisses Desjardins du Quebec
Quebec, Canada
$167K -$18.6K -475 -8%
HNB
563
Huntington National Bank
Ohio
$165K +$3.33K +85 +2%
FHA
564
First Horizon Advisors
Tennessee
$163K +$2.62K +67 +1%
WT
565
Washington Trust
Rhode Island
$162K -$39.2K -1,000 -16%
RCM
566
Raleigh Capital Management
North Carolina
$160K +$200K +5,101 +2,882%
BTI
567
Blue Trust Inc
Georgia
$156K +$17.6K +450 +13%
AG
568
Artal Group
Luxembourg
$152K +$196K +5,000 New
GEA
569
Glen Eagle Advisors
New Jersey
$148K – – –
BAM
570
Belpointe Asset Management
Nevada
$140K -$29.6K -755 -14%
LSA
571
Lansing Street Advisors
Pennsylvania
$132K -$178K -4,535 -51%
SAI
572
Systematic Alpha Investments
New Jersey
$117K +$151K +3,860 New
KI
573
Kapitalo Investimentos
Brazil
$111K +$143K +3,655 New
ECM
574
EMC Capital Management
Texas
$109K – – –
QCG
575
Quadrant Capital Group
Ohio
$109K -$52K -1,328 -27%
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