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Citizens Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
CL
601
CSS LLC
Illinois
$625K -$526K -8,160 -48%
EH
602
Equitable Holdings
New York
$624K +$40.2K +624 +8%
MIH
603
Meitav Investment House
Israel
$623K +$574K +8,896 New
SL
604
Summitry LLC
California
$623K +$76.8K +1,191 +15%
BFIM
605
Beese Fulmer Investment Management
Ohio
$616K +$91.2K +1,414 +19%
PDL
606
Portfolio Design Labs
California
$615K -$1.11M -17,271 -66%
MSFP
607
Mark Sheptoff Financial Planning
Connecticut
$610K – – –
Simplex Trading
608
Simplex Trading
Illinois
$609K +$561K +8,695 New
VCM
609
Versant Capital Management
Arizona
$606K +$95.2K +1,477 +21%
PCM
610
Polymer Capital Management
New York
$600K +$34.4K +534 +7%
SWP
611
Sagespring Wealth Partners
Tennessee
$597K +$5.22K +81 +1%
TE
612
Tema ETFs
New York
$590K +$46.7K +725 +9%
FFG
613
Fortem Financial Group
California
$584K +$15.2K +235 +3%
ECA
614
Elevated Capital Advisors
Utah
$581K -$610K -9,465 -53%
DE
615
Diversified Enterprises
Delaware
$571K +$7.8K +121 +2%
PWM
616
Perigon Wealth Management
California
$568K +$37.7K +584 +8%
WIA
617
World Investment Advisors
California
$567K -$343K -5,321 -36%
AFG
618
Atomi Financial Group
New York
$566K +$54.9K +852 +12%
1IA
619
1620 Investment Advisors
Massachusetts
$564K +$2.26K +35 +0.4%
CCMG
620
Clark Capital Management Group
Pennsylvania
$562K +$279K +4,330 +117%
SF
621
Summit Financial
New Jersey
$561K +$11.7K +182 +2%
IPW
622
Impact Partnership Wealth
Georgia
$551K +$178K +2,766 +54%
4PL
623
46 Peaks LLC
Pennsylvania
$548K +$504K +7,816 New
SSWM
624
Sheets Smith Wealth Management
North Carolina
$546K – – –
GIA
625
Gladstone Institutional Advisory
Florida
$541K -$2.9K -45 -0.6%