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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
626
Versant Capital Management
Arizona
$256K +$11.2K +224 +5%
CSPIA
627
Cary Street Partners Investment Advisory
Virginia
$255K +$178K +3,567 +288%
HPM
628
Hoxton Planning & Management
West Virginia
$255K – – –
BAM
629
Boyar Asset Management
New York
$253K -$19.8K -398 -8%
BPA
630
Beacon Pointe Advisors
California
$250K +$234K +4,700 New
EGM
631
Engineers Gate Manager
New York
$250K +$234K +4,697 New
CAM
632
Cidel Asset Management
Ontario, Canada
$246K – – –
IIM
633
Ipswich Investment Management
Massachusetts
$246K – – –
EFS
634
Essex Financial Services
Connecticut
$245K +$230K +4,617 New
IQI
635
Integrated Quantitative Investments
Washington
$245K -$194K -3,900 -46%
PCS
636
Personal CFO Solutions
New Jersey
$245K +$597 +12 +0.3%
SMA
637
Sage Mountain Advisors
Georgia
$243K +$227K +4,569 New
FSC
638
Full Sail Capital
Oklahoma
$242K +$227K +4,559 New
WA
639
Waddell & Associates
Tennessee
$242K +$226K +4,549 New
SC
640
Sapient Capital
Indiana
$242K -$33.5K -673 -13%
AFA
641
AA Financial Advisors
Ohio
$238K +$223K +4,483 New
OCM
642
Orion Capital Management
California
$238K – – –
VWM
643
Venturi Wealth Management
Texas
$238K +$223K +4,474 New
CB
644
Cadence Bank
Mississippi
$237K -$996 -20 -0.4%
LC
645
LCNB Corp
Ohio
$236K +$221K +4,440 New
CI
646
Cigna Investments
Connecticut
$231K +$216K +4,347 New
AWM
647
Axxcess Wealth Management
California
$230K +$215K +4,326 New
TAM
648
Tocqueville Asset Management
New York
$229K +$214K +4,303 New
RFS
649
Richardson Financial Services
Massachusetts
$228K -$11K -220 -5%
NG
650
Norden Group
Utah
$228K +$213K +4,286 New
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