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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
576
Highland Private Wealth Management
Washington
$228K +$2.06K +40 +0.8%
HI
577
Horizon Investments
North Carolina
$228K +$261K +5,083 New
WFC
578
Western Financial Corp
California
$227K -$54.5K -1,061 -17%
AIM
579
Axiom Investment Management
New York
$227K +$257K +5,000 New
WA
580
WestEnd Advisors
North Carolina
$226K -$257 -5 Closed
FNBT
581
FineMark National Bank & Trust
Florida
$225K -$10.5K -205 -4%
SWP
582
Stratos Wealth Partners
Ohio
$224K -$13.6K -264 -5%
DAS
583
Dynamic Advisor Solutions
Arizona
$221K +$250K +4,873 New
BFPW
584
BOK Financial Private Wealth
Colorado
$220K +$250K +4,854 New
CCM
585
Check Capital Management
California
$213K – – –
CI
586
Conning Inc
Connecticut
$212K +$240K +4,675 New
FPS
587
Fieldpoint Private Securities
Connecticut
$210K – – –
GIA
588
Gladstone Institutional Advisory
Florida
$210K +$11.6K +226 +5%
CFS
589
CRA Financial Services
New Jersey
$208K +$10.3K +200 +5%
P
590
Pitcairn
Pennsylvania
$207K -$37.5K -729 -14%
SSCA
591
South Shore Capital Advisors
Massachusetts
$207K -$6.63K -129 -3%
GIA
592
Gateway Investment Advisers
Ohio
$207K +$565 +11 +0.2%
RFC
593
Regions Financial Corp
Alabama
$207K +$1.13K +22 +0.5%
PCMC
594
Paragon Capital Management (Colorado)
Colorado
$203K +$7.56K +147 +3%
BP
595
Ballentine Partners
Massachusetts
$203K +$229K +4,461 New
SM
596
Sciencast Management
New Jersey
$202K +$243K +4,737 New
MFW
597
Meristem Family Wealth
Minnesota
$201K -$874 -17 -0.4%
SFI
598
Siemens Fonds Invest
Germany
$201K – – –
BBHC
599
Brown Brothers Harriman & Co
New York
$179K +$70.8K +1,378 +53%
AG
600
AIA Group
Hong Kong
$177K +$76.5K +1,489 +62%
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