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Citizens Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
601
Cribstone Capital Management
Maine
$7K – – –
GAM
602
Gemmer Asset Management
California
$7K – – –
GRP
603
Global Retirement Partners
California
$7K +$250 +6 +3%
PCP
604
Proficio Capital Partners
Massachusetts
$7K +$2.12K +51 +42%
MPWT
605
MassMutual Private Wealth & Trust
Connecticut
$6.69K +$3.33K +80 +87%
WEC
606
Winslow Evans & Crocker
Massachusetts
$6K – – –
KIG
607
Kessler Investment Group
Indiana
$6K +$6.25K +150 New
FIA
608
FNY Investment Advisers
New York
$6K +$6.96K +167 New
RA
609
Rational Advisors
New York
$5K -$677K -16,260 -99%
IFAM
610
Institutional & Family Asset Management
Colorado
$5K – – –
OC
611
Oakworth Capital
Alabama
$5K – – –
OFW
612
Omnia Family Wealth
Florida
$5K – – –
TAIM
613
TD Ameritrade Investment Management
Nebraska
$5K +$5K +120 New
LWM
614
Lenox Wealth Management
Ohio
$4K – – –
CFN
615
Cordasco Financial Network
Florida
$3K – – –
CFD
616
Creative Financial Designs
Indiana
$3K – – –
VCM
617
Versant Capital Management
Arizona
$3K – – –
GWS
618
Glassman Wealth Services
Virginia
$3K +$292 +7 +10%
AF
619
Advisornet Financial
Minnesota
$3K +$2.92K +70 New
IWP
620
Icon Wealth Partners
Texas
$3K +$3.42K +82 New
FHA
621
Flagship Harbor Advisors
Massachusetts
$3K +$3.62K +87 New
BWM
622
Baystate Wealth Management
Massachusetts
$2K – – –
FC
623
Ferris Capital
Massachusetts
$2K – – –
WTC
624
WhitTier Trust Company
Nevada
$2K – – –
MWM
625
MinichMacGregor Wealth Management
New York
$2K +$333 +8 +16%