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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
576
GW&K Investment Management
Massachusetts
$6K – – –
HFM
577
Harvest Fund Management
China
$6K +$6.09K +213 New
CT
578
Colonial Trust
South Carolina
$5.98K – – –
NSIM
579
North Star Investment Management
Illinois
$5.95K – – –
BC
580
Barrett & Company
Rhode Island
$5.84K -$14.3K -500 -70%
FSWA
581
Financial Synergies Wealth Advisors
Texas
$5.83K +$86 +3 +1%
CAC
582
Certified Advisory Corp
Florida
$5.71K – – –
CFD
583
Creative Financial Designs
Indiana
$5.63K – – –
HIA
584
Harbor Investment Advisory
Maryland
$5.6K -$143 -5 -2%
RFG
585
RFP Financial Group
Georgia
$5.23K – – –
VCM
586
Versant Capital Management
Arizona
$5.2K -$1.17K -41 -17%
POIA
587
Pin Oak Investment Advisors
Texas
$5K -$1.03K -36 -17%
CCA
588
Column Capital Advisors
Indiana
$4.66K – – –
PO
589
Private Ocean
California
$4.64K – – –
MFT
590
Moisand Fitzgerald Tamayo
Florida
$4.45K – – –
BIA
591
Bell Investment Advisors
California
$4.45K +$1.57K +55 +50%
HWA
592
HHM Wealth Advisors
Tennessee
$4.4K – – –
CSC
593
Caldwell Sutter Capital
California
$4.26K – – –
TWC
594
TD Waterhouse Canada
Ontario, Canada
$4.02K – – –
BC
595
Bartlett & Co
Ohio
$4K – – –
BCWM
596
Bartlett & Co Wealth Management
Ohio
$3.97K – – –
CP
597
Castleview Partners
Texas
$3.91K – – –
IRC
598
Investors Research Corp
Georgia
$3.89K – – –
TC
599
Truvestments Capital
Florida
$3.86K – – –
CTA
600
Colonial Trust Advisors
South Carolina
$3.81K -$286 -10 -7%
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