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Citizens Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
576
Concurrent Investment Advisors
Florida
$234K +$205K +5,219 New
KCP
577
Kera Capital Partners
California
$233K +$205K +5,217 New
SC
578
Sapient Capital
Indiana
$232K -$16.3K -413 -7%
BAM
579
Boyar Asset Management
New York
$231K +$203K +5,161 New
WWC
580
Waypoint Wealth Counsel
Georgia
$230K +$203K +5,146 New
TAM
581
Trust Asset Management
Texas
$230K – – –
VAG
582
VisionPoint Advisory Group
Texas
$228K +$201K +5,106 New
LNWWM
583
Laird Norton Wetherby Wealth Management
California
$227K +$200K +5,081 New
DADC
584
D.A. Davidson & Co
Montana
$227K -$512 -13 -0.3%
Brown Advisory
585
Brown Advisory
Maryland
$227K -$20.3K -515 -9%
GLA
586
Great Lakes Advisors
Illinois
$226K -$285K -7,248 -59%
GS
587
GTS Securities
Florida
$225K -$787K -19,994 -80%
Vontobel Holding
588
Vontobel Holding
Switzerland
$225K -$19.1K -484 -9%
DW30
589
Drucker Wealth 3.0
New Jersey
$225K +$187K +4,748 New
RF
590
Rossby Financial
Florida
$224K -$4.37K -111 -2%
PP
591
PDS Planning
Ohio
$224K +$197K +4,996 New
LSA
592
Leonteq Securities AG
Switzerland
$221K -$246K -6,241 -56%
Parallax Volatility Advisers
593
Parallax Volatility Advisers
California
$217K -$775K -19,685 -80%
BIAS
594
Beacon Investment Advisory Services
New Jersey
$216K +$190K +4,827 New
BFS
595
Bradley Foster & Sargent
Connecticut
$215K +$189K +4,797 New
HPM
596
Hoxton Planning & Management
West Virginia
$214K +$189K +4,792 New
WSFS
597
Wilmington Savings Fund Society
Delaware
$213K +$102K +2,583 +119%
EIC
598
Equity Investment Corp
Georgia
$210K +$185K +4,697 New
AWA
599
Aaron Wealth Advisors
Illinois
$208K -$69K -1,752 -27%
RFS
600
Richardson Financial Services
Massachusetts
$208K -$2.75K -70 -2%