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Citizens Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
ASC
601
Atalanta Sosnoff Capital
New York
$381K +$351K +6,529 New
KWA
602
Kingswood Wealth Advisors
California
$381K +$19.4K +362 +6%
SWM
603
Sandro Wealth Management
New Jersey
$378K +$348K +6,479 New
KFC
604
Klingenstein Fields & Co
New York
$374K – – –
PIA
605
Pinion Investment Advisors
Kansas
$372K -$14.6K -271 -4%
WT
606
Whittier Trust
California
$372K -$24K -447 -7%
FWCM
607
Ferguson Wellman Capital Management
Oregon
$371K -$4.83K -90 -1%
EFS
608
Essex Financial Services
Connecticut
$370K +$92.3K +1,718 +37%
MC
609
Moors & Cabot
Massachusetts
$369K +$5.7K +106 +2%
FCP
610
Fidelis Capital Partners
Florida
$366K +$2.79K +52 +0.8%
PMAM
611
Picton Mahoney Asset Management
Ontario, Canada
$366K +$336K +6,261 New
CIBC Private Wealth Group
612
CIBC Private Wealth Group
Georgia
$365K +$47.2K +878 +16%
VCM
613
Versant Capital Management
Arizona
$364K +$76.1K +1,417 +29%
WWC
614
Waypoint Wealth Counsel
Georgia
$363K +$41K +763 +14%
LCC
615
Lincoln Capital Corp
Rhode Island
$361K +$2.79K +52 +0.8%
C
616
Certuity
Florida
$360K +$63K +1,172 +24%
AFG
617
Atomi Financial Group
New York
$359K +$42.6K +793 +15%
SMA
618
Sage Mountain Advisors
Georgia
$359K +$84.8K +1,579 +35%
PA
619
Parallel Advisors
California
$355K +$9.24K +172 +3%
CA
620
Crumly & Associates
Illinois
$353K – – –
SL
621
Summitry LLC
California
$353K +$324K +6,036 New
SFI
622
Siemens Fonds Invest
Germany
$350K – – –
UB
623
UMB Bank
Missouri
$349K +$19.6K +364 +6%
PCM
624
Pointe Capital Management
Michigan
$348K -$17.5K -325 -5%
S
625
SignatureFD
Georgia
$346K +$3.98K +74 +1%