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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
576
Bard Financial Services
Connecticut
$241K +$239K +6,120 New
CI
577
Cigna Investments
Connecticut
$238K – – –
CA
578
Crumly & Associates
Illinois
$237K – – –
SFA
579
Sequoia Financial Advisors
Ohio
$236K +$234K +6,005 New
FDCDDQ
580
Federation des caisses Desjardins du Quebec
Quebec, Canada
$235K – – –
SC
581
Savant Capital
Illinois
$233K +$231K +5,927 New
MAM
582
Meeder Asset Management
Ohio
$231K -$422K -10,813 -65%
MA
583
Momentum Advisors
New York
$228K -$14.8K -378 -6%
CBFP
584
Cedar Brook Financial Partners
Ohio
$221K -$9.68K -248 -4%
ESB
585
Essex Savings Bank
Connecticut
$220K +$218K +5,580 New
TAM
586
Trust Asset Management
Texas
$219K +$217K +5,561 New
WG
587
Winton Group
United Kingdom
$215K -$588K -15,060 -73%
EFS
588
Essex Financial Services
Connecticut
$214K +$212K +5,438 New
FMAEN1
589
Fund Management at Engine No 1
California
$213K +$212K +5,420 New
BAM
590
Belpointe Asset Management
Nevada
$211K +$38K +973 +22%
HNB
591
Huntington National Bank
Ohio
$210K -$14.7K -377 -7%
FM
592
Foster & Motley
Ohio
$210K +$208K +5,339 New
LIM
593
Longfellow Investment Management
Massachusetts
$208K – – –
IIM
594
Ipswich Investment Management
Massachusetts
$208K +$206K +5,285 New
FHA
595
First Horizon Advisors
Tennessee
$208K +$26.7K +685 +15%
WPC
596
Wedmont Private Capital
Pennsylvania
$207K +$194K +4,976 New
NPF
597
Norris Perne & French
Michigan
$207K +$205K +5,253 New
AWS
598
Atria Wealth Solutions
New York
$206K +$204K +5,237 New
PCMC
599
Paragon Capital Management (Colorado)
Colorado
$204K +$202K +5,184 New
QCG
600
Quadrant Capital Group
Ohio
$193K +$13.2K +337 +7%
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