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Citizens Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
601
Sage Mountain Advisors
Georgia
$220K +$217K +5,359 New
PS
602
Principal Securities
Iowa
$218K +$29.3K +725 +16%
SFI
603
Siemens Fonds Invest
Germany
$217K +$213K +5,282 New
AWS
604
Atria Wealth Solutions
New York
$217K -$83.9K -2,077 -28%
GWM
605
Geneos Wealth Management
Colorado
$216K +$210K +5,208 +9,469%
RA
606
RFG Advisory
Alabama
$216K +$213K +5,259 New
AC
607
AXQ Capital
New Jersey
$215K +$211K +5,232 New
HSA
608
HBK Sorce Advisory
Pennsylvania
$213K +$210K +5,190 New
MC
609
Moors & Cabot
Massachusetts
$213K +$210K +5,189 New
MIS
610
Morningstar Investment Services
Illinois
$213K +$211K +5,221 New
NP
611
NorthRock Partners
Minnesota
$213K +$209K +5,178 New
PCS
612
Personal CFO Solutions
New Jersey
$212K +$208K +5,155 New
Jones Financial Companies
613
Jones Financial Companies
Missouri
$210K +$143K +3,551 +224%
AWA
614
Aaron Wealth Advisors
Illinois
$210K +$206K +5,102 New
DADC
615
D.A. Davidson & Co
Montana
$209K +$206K +5,093 New
IWC
616
Integrated Wealth Concepts
Massachusetts
$204K +$201K +4,975 New
QL
617
Quarry LP
New York
$204K +$118K +2,921 +144%
AIP
618
Ameritas Investment Partners
Nebraska
$197K -$9.5K -235 -5%
CPA
619
Capital Performance Advisors
California
$192K +$189K +4,675 New
SAM
620
Smartleaf Asset Management
Massachusetts
$189K +$53.5K +1,323 +40%
RFS
621
Richardson Financial Services
Massachusetts
$186K
PA
622
Parallel Advisors
California
$178K +$28.7K +710 +20%
HI
623
Harbour Investments
Wisconsin
$177K -$7.96K -197 -4%
AAM
624
Advisors Asset Management
Colorado
$176K -$170K -4,208 -50%
CIBC Private Wealth Group
625
CIBC Private Wealth Group
Georgia
$174K +$27.3K +675 +19%