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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
626
Rossby Financial
Florida
$257K -$6.62K -133 -3%
VCM
627
Versant Capital Management
Arizona
$256K +$11.2K +224 +5%
CSPIA
628
Cary Street Partners Investment Advisory
Virginia
$255K +$178K +3,567 +288%
HPM
629
Hoxton Planning & Management
West Virginia
$255K – – –
BAM
630
Boyar Asset Management
New York
$253K -$19.8K -398 -8%
BPA
631
Beacon Pointe Advisors
California
$250K +$234K +4,700 New
EGM
632
Engineers Gate Manager
New York
$250K +$234K +4,697 New
CAM
633
Cidel Asset Management
Ontario, Canada
$246K – – –
IIM
634
Ipswich Investment Management
Massachusetts
$246K – – –
EFS
635
Essex Financial Services
Connecticut
$245K +$230K +4,617 New
IQI
636
Integrated Quantitative Investments
Washington
$245K -$194K -3,900 -46%
PCS
637
Personal CFO Solutions
New Jersey
$245K +$597 +12 +0.3%
SMA
638
Sage Mountain Advisors
Georgia
$243K +$227K +4,569 New
FSC
639
Full Sail Capital
Oklahoma
$242K +$227K +4,559 New
WA
640
Waddell & Associates
Tennessee
$242K +$226K +4,549 New
SC
641
Sapient Capital
Indiana
$242K -$33.5K -673 -13%
AFA
642
AA Financial Advisors
Ohio
$238K +$223K +4,483 New
OCM
643
Orion Capital Management
California
$238K – – –
VWM
644
Venturi Wealth Management
Texas
$238K +$223K +4,474 New
CB
645
Cadence Bank
Mississippi
$237K -$996 -20 -0.4%
LC
646
LCNB Corp
Ohio
$236K +$221K +4,440 New
CI
647
Cigna Investments
Connecticut
$231K +$216K +4,347 New
AWM
648
Axxcess Wealth Management
California
$230K +$215K +4,326 New
TAM
649
Tocqueville Asset Management
New York
$229K +$214K +4,303 New
RFS
650
Richardson Financial Services
Massachusetts
$228K -$11K -220 -5%
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