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Citizens Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
AF
576
Allworth Financial
California
$154K +$115K +2,625 +397%
HI
577
Harbour Investments
Wisconsin
$147K -$6.46K -147 -4%
NFG
578
Next Financial Group
Texas
$146K +$9.57K +218 +8%
CC
579
Corsicana & Co
Texas
$141K – – –
TPCW
580
TD Private Client Wealth
New York
$140K +$2.85K +65 +2%
QCG
581
Quadrant Capital Group
Ohio
$137K -$834 -19 -0.6%
CA
582
Clearstead Advisors
Ohio
$136K -$4.13K -94 -3%
BCA
583
Berman Capital Advisors
Georgia
$131K +$14.8K +338 +14%
GEA
584
Glen Eagle Advisors
New Jersey
$121K – – –
BBHC
585
Brown Brothers Harriman & Co
New York
$121K – – –
LWM
586
Liberty Wealth Management
California
$119K +$69.9K +1,593 +184%
SOW
587
State of Wyoming
Wyoming
$117K +$32.7K +745 +43%
BAM
588
Belpointe Asset Management
Nevada
$112K +$105K +2,392 New
HA
589
Herold Advisors
New York
$112K +$105K +2,400 New
WT
590
Whittier Trust
California
$108K +$3.34K +76 +3%
ACA
591
Atlas Capital Advisors
Wyoming
$105K -$350K -7,966 -78%
JCM
592
Jacobi Capital Management
Pennsylvania
$99K +$87.8K +2,000 +1,905%
FF
593
FourThought Financial
Florida
$96K +$87.3K +1,988 +2,761%
IFAM
594
Institutional & Family Asset Management
Colorado
$84K -$25.4K -579 -25%
Koshinski Asset Management
595
Koshinski Asset Management
Illinois
$82.7K +$77.3K +1,760 New
PFGIA
596
Patriot Financial Group Insurance Agency
Massachusetts
$79K +$1.76K +40 +2%
MA
597
MUFG Americas
New York
$76K +$35K +798 +98%
CLOS
598
Compagnie Lombard Odier SCmA
Switzerland
$71K – – –
DAM
599
Delta Asset Management
Tennessee
$66K – – –
PMFA
600
Plante Moran Financial Advisors
Michigan
$59K +$37.6K +856 +211%