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Citizens Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
LI
626
LRI Investments
Florida
$168K -$10.2K -253 -7%
VWM
627
Venturi Wealth Management
Texas
$167K +$105K +2,593 +175%
FHA
628
First Horizon Advisors
Tennessee
$151K -$76K -1,881 -34%
RCM
629
Raleigh Capital Management
North Carolina
$146K -$30.3K -751 -17%
LS
630
Livforsakringsbolaget Skandia
Sweden
$144K +$117K +2,900 +483%
PS
631
Planned Solutions
California
$138K +$135K +3,353 New
GM
632
GeoWealth Management
Illinois
$137K +$134K +3,326 New
OAM
633
Ostrum Asset Management
France
$136K +$1.66K +41 +1%
EWA
634
EverSource Wealth Advisors
Alabama
$134K -$20.4K -504 -13%
QC
635
Quent Capital
New York
$127K +$3.07K +76 +3%
VFM
636
Viking Fund Management
North Dakota
$123K +$80.8K +2,000 +200%
FWA
637
FSC Wealth Advisors
New York
$122K
C
638
Covestor
United Kingdom
$116K -$15.8K -392 -12%
TWD
639
True Wealth Design
Ohio
$107K +$106K +2,615 New
TPCW
640
TD Private Client Wealth
New York
$106K -$392K -9,711 -79%
CI Investments Inc
641
CI Investments Inc
Ontario, Canada
$104K +$2.55K +63 +3%
GRP
642
Global Retirement Partners
California
$103K +$647 +16 +0.6%
MPWT
643
MassMutual Private Wealth & Trust
Connecticut
$103K -$18.3K -452 -15%
PTC
644
Private Trust Company
Ohio
$98.4K +$45.9K +1,135 +90%
CFB
645
Cullen/Frost Bankers
Texas
$93K -$3.23K -80 -3%
AA
646
Ancora Advisors
Ohio
$91.3K -$121K -3,000 -57%
WSFS
647
Wilmington Savings Fund Society
Delaware
$89.3K +$87.9K +2,175 New
CA
648
Clearstead Advisors
Ohio
$88.3K +$4.04K +100 +5%
CJ
649
Caitlin John
Michigan
$85.5K +$74.4K +1,841 New
OWP
650
ORG Wealth Partners
Texas
$83K +$81.7K +2,022 New