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Citizens Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
651
Trust Asset Management
Texas
$289K -$10.2K -190 -4%
Vontobel Holding
652
Vontobel Holding
Switzerland
$285K
CW
653
CreativeOne Wealth
Kansas
$283K +$52.7K +981 +25%
BIAS
654
Beacon Investment Advisory Services
New Jersey
$282K -$5.48K -102 -2%
DW30
655
Drucker Wealth 3.0
New Jersey
$281K -$3.06K -57 -1%
AA
656
ABC Arbitrage
France
$281K +$259K +4,813 New
LFG
657
Larson Financial Group
Missouri
$279K -$191K -3,563 -43%
CSPIA
658
Cary Street Partners Investment Advisory
Virginia
$278K -$2.36K -44 -0.9%
HPM
659
Hoxton Planning & Management
West Virginia
$278K -$1.88K -35 -0.7%
SC
660
Sapient Capital
Indiana
$277K +$10.9K +202 +4%
AT
661
American Trust
Kentucky
$277K +$255K +4,741 New
PCS
662
Personal CFO Solutions
New Jersey
$274K +$4.94K +92 +2%
AFA
663
AA Financial Advisors
Ohio
$272K +$9.35K +174 +4%
BAM
664
Boyar Asset Management
New York
$272K -$6.07K -113 -2%
AA
665
Armis Advisers
Georgia
$271K +$36.1K +671 +16%
CAM
666
Cidel Asset Management
Ontario, Canada
$270K
IIM
667
Ipswich Investment Management
Massachusetts
$270K
IQI
668
Integrated Quantitative Investments
Washington
$269K
GCA
669
Gradient Capital Advisors
California
$267K +$246K +4,575 New
1C
670
111 Capital
France
$265K +$244K +4,542 New
PP
671
PDS Planning
Ohio
$263K -$26.4K -492 -10%
CFS
672
CRA Financial Services
New Jersey
$262K +$10.5K +195 +5%
OCM
673
Orion Capital Management
California
$261K
JFG
674
Jefferies Financial Group
New York
$260K -$238K -4,421 -50%
VWM
675
Venturi Wealth Management
Texas
$260K -$1.13K -21 -0.5%