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Citizens Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
GPA
651
Guidance Point Advisors
Massachusetts
$10K +$9.88K +225 New
GWMIA
652
Global Wealth Management Investment Advisory
Florida
$9K – – –
NSIM
653
North Star Investment Management
Illinois
$9K – – –
TSW
654
Thompson Siegel & Walmsley
Virginia
$9K – – –
Capstone Investment Advisors
655
Capstone Investment Advisors
New York
$9K +$8.61K +196 New
MCM
656
Manchester Capital Management
Vermont
$8K – – –
PCG
657
Private Capital Group
Connecticut
$8K – – –
RA
658
Resolute Advisors
California
$8K – – –
EAM
659
Eukles Asset Management
Ohio
$7K – – –
GWM
660
Geneos Wealth Management
Colorado
$7K – – –
IRC
661
Investors Research Corp
Georgia
$7K – – –
CT
662
Caldwell Trust
Florida
$5.17K – – –
RFA
663
Reilly Financial Advisors
California
$5K +$5.05K +115 New
BEI
664
Benjamin Edwards Inc
Missouri
$4K -$185K -4,205 -98%
MPWT
665
MassMutual Private Wealth & Trust
Connecticut
$4K -$3.78K -86 -48%
HR
666
Howe & Rusling
New York
$4K – – –
SIAP
667
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4K – – –
BIA
668
Bell Investment Advisors
California
$4K +$3.69K +84 New
EVM
669
Eaton Vance Management
Massachusetts
$4K +$24.4K +556 +4%
ADL
670
Asset Dedication LLC
California
$3K – – –
BWM
671
Baystate Wealth Management
Massachusetts
$3K – – –
CFN
672
Cordasco Financial Network
Florida
$3K – – –
SN
673
Sittner & Nelson
Oregon
$3K – – –
TFO
674
Tarbox Family Office
California
$3K – – –
MA
675
MCF Advisors
Kentucky
$3K +$2.37K +54 New