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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
626
Howe & Rusling
New York
$3K -$30.5K -875 -91%
SFA
627
Semmax Financial Advisors
North Carolina
$3K -$14.6K -420 -86%
PFGIA
628
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$244 -7 -9%
LWM
629
Lenox Wealth Management
Ohio
$3K – – –
FBT
630
First Bank & Trust
South Dakota
$3K +$2.82K +81 New
WPA
631
West Paces Advisors
Georgia
$2.58K -$4.92K -141 -66%
CFN
632
Cordasco Financial Network
Florida
$2K – – –
LF
633
Lee Financial
Texas
$2K – – –
SIS
634
Sound Income Strategies
Florida
$2K – – –
BWM
635
Baystate Wealth Management
Massachusetts
$2K +$35 +1 +2%
CCM
636
Copeland Capital Management
Pennsylvania
$2K +$941 +27 +79%
M
637
MOTCO
Texas
$2K +$1.92K +55 New
EWA
638
Evolution Wealth Advisors
Florida
$2K +$2.06K +59 New
PRC
639
Pearl River Capital
Michigan
$1K -$106K -3,044 -99%
VCM
640
Versant Capital Management
Arizona
$1K -$1.29K -37 -46%
BWM
641
BerganKDV Wealth Management
Minnesota
$1K – – –
BC
642
Bartlett & Co
Ohio
$1K +$174 +5 +22%
FPFS
643
First Personal Financial Services
North Carolina
$1K +$976 +28 New
GWM
644
Geneos Wealth Management
Colorado
$1K +$1.53K +44 New
BCWM
645
Bartlett & Co Wealth Management
Ohio
$990 +$174 +5 +22%
W
646
WealthStone
Ohio
$530 +$523 +15 New
DG
647
Delek Group
Israel
– -$10.5M -325,000 Closed
SGDR
648
SPX Gestao de Recursos
Brazil
– -$9.47M -291,271 Closed
AIM
649
Assured Investment Management
New York
– -$6.83M -210,145 Closed
WG
650
Winton Group
United Kingdom
– -$5.72M -176,166 Closed
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