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Citizens Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
551
Gladstone Institutional Advisory
Florida
$510K -$13.1K -243 -3%
GFA
552
Gallagher Fiduciary Advisors
Illinois
$510K +$269 +5 +0.1%
MSFP
553
Mark Sheptoff Financial Planning
Connecticut
$508K +$467K +8,700 New
LIA
554
Lynx Investment Advisory
District of Columbia
$500K -$2.85K -53 -0.6%
SAM
555
Smartleaf Asset Management
Massachusetts
$493K +$65.3K +1,216 +17%
ACM
556
Advisors Capital Management
New Jersey
$485K +$16.5K +307 +4%
AWM
557
Accurate Wealth Management
Florida
$472K +$33.5K +624 +9%
FWIA
558
Fort Washington Investment Advisors
Ohio
$466K +$32.6K +606 +8%
OWA
559
One Wealth Advisors
California
$463K +$70.2K +1,307 +20%
1IA
560
1620 Investment Advisors
Massachusetts
$462K -$269 -5 -0.1%
DE
561
Diversified Enterprises
Delaware
$462K +$425K +7,905 New
IA
562
IFG Advisory
Georgia
$461K -$26K -484 -6%
WA
563
Waddell & Associates
Tennessee
$457K +$176K +3,267 +72%
MAM
564
Meeder Asset Management
Ohio
$454K – – –
SSWM
565
Sheets Smith Wealth Management
North Carolina
$452K +$416K +7,741 New
PWM
566
Perigon Wealth Management
California
$451K +$67.5K +1,257 +19%
SF
567
Summit Financial
New Jersey
$451K +$10K +187 +2%
VI
568
Vestcor Inc
New Brunswick, Canada
$448K – – –
TE
569
Tema ETFs
New York
$448K -$1.07K -20 -0.3%
ALAM
570
Asahi Life Asset Management
Japan
$446K -$3.22K -60 -0.8%
DZ Bank
571
DZ Bank
Germany
$441K +$121K +2,246 +42%
EI
572
Ellevest Inc
New York
$438K +$90.9K +1,691 +29%
FTWA
573
Fifth Third Wealth Advisors
Ohio
$437K +$402K +7,485 New
JTWM
574
Jackson Thornton Wealth Management
Alabama
$435K +$376K +6,994 New
SWP
575
Sagespring Wealth Partners
Tennessee
$431K +$68.8K +1,280 +21%