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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
UB
651
UMB Bank
Missouri
$358K -$184 -3 -0.1%
PCM
652
Pointe Capital Management
Michigan
$358K – – –
MC
653
Moors & Cabot
Massachusetts
$355K -$24.4K -397 -6%
BPA
654
Beacon Pointe Advisors
California
$352K +$361K +5,870 New
PCM
655
Prelude Capital Management
New York
$352K +$99.6K +1,621 +38%
LC
656
LCNB Corp
Ohio
$348K +$83.9K +1,365 +31%
QIM
657
Quantitative Investment Management
Virginia
$348K -$358K -5,826 -50%
NG
658
Norden Group
Utah
$347K +$14.1K +230 +4%
PWP
659
Ponta Wealth Partners
Florida
$336K +$344K +5,601 New
SIA
660
Soltis Investment Advisors
Utah
$334K +$74.5K +1,213 +28%
PPW
661
Parcion Private Wealth
Washington
$332K +$18.3K +297 +6%
HCM
662
Hall Capital Management
Rhode Island
$331K -$49.3K -802 -14%
MOS
663
MGO One Seven
Ohio
$330K +$14.5K +236 +4%
BFO
664
Biltmore Family Office
North Carolina
$329K +$337K +5,485 New
PWMAG
665
Pinnacle Wealth Management Advisory Group
New Jersey
$327K +$430 +7 +0.1%
DWP
666
Daymark Wealth Partners
Ohio
$327K +$335K +5,449 New
PAM
667
Panagora Asset Management
Massachusetts
$327K – – –
RF
668
Rossby Financial
Florida
$326K +$21.9K +357 +7%
JSW
669
Journey Strategic Wealth
New Jersey
$326K +$89K +1,448 +36%
WCP
670
Wick Capital Partners
Pennsylvania
$323K +$8.17K +133 +3%
CSPIA
671
Cary Street Partners Investment Advisory
Virginia
$323K +$38.3K +623 +13%
NB
672
Nicolet Bankshares
Wisconsin
$320K +$328K +5,340 New
PA
673
Profund Advisors
Maryland
$319K -$75K -1,220 -19%
BAMF
674
BI Asset Management Fondsmaeglerselskab
Denmark
$318K -$1.49M -24,192 -82%
TAM
675
Tocqueville Asset Management
New York
$317K +$3.93K +64 +1%
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