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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
701
Daymark Wealth Partners
Ohio
$373K -$8.51K -132 -2%
P8IP
702
Pier 88 Investment Partners
California
$371K +$213K +3,300 +165%
DWM
703
Drive Wealth Management
Utah
$371K +$124K +1,917 +57%
1C
704
111 Capital
France
$370K +$340K +5,275 New
LCC
705
Lincoln Capital Corp
Rhode Island
$368K +$2.52K +39 +0.7%
TAM
706
Tocqueville Asset Management
New York
$368K -$1.74K -27 -0.5%
AFW
707
Avantra Family Wealth
Pennsylvania
$367K +$88.4K +1,371 +35%
BFO
708
Biltmore Family Office
North Carolina
$367K -$16.1K -249 -5%
FWIA
709
Fort Washington Investment Advisors
Ohio
$363K +$29.5K +457 +10%
AC
710
Avestar Capital
New York
$359K +$330K +5,122 New
PA
711
Profund Advisors
Maryland
$357K -$14.5K -225 -4%
SW
712
SVB Wealth
Massachusetts
$355K -$2.58K -40 -0.8%
VAG
713
VisionPoint Advisory Group
Texas
$350K +$1.87K +29 +0.6%
JG
714
Jain Global
New York
$350K +$322K +4,989 New
CCA
715
Checchi Capital Advisers
California
$349K +$10.6K +164 +3%
OAM
716
Ostrum Asset Management
France
$349K – – –
PAG
717
Poinciana Advisors Group
Florida
$348K – – –
AA
718
Armis Advisers
Georgia
$347K +$3.03K +47 +1%
MM
719
MQS Management
New York
$347K +$319K +4,946 New
EFG
720
Elevated Financial Group
Indiana
$346K -$3.61K -56 -1%
BG
721
Bahl & Gaynor
Ohio
$345K +$89K +1,380 +39%
IPWA
722
International Private Wealth Advisors
California
$342K -$196K -3,047 -38%
DW30
723
Drucker Wealth 3.0
New Jersey
$342K +$2.13K +33 +0.7%
CAM
724
Cidel Asset Management
Ontario, Canada
$339K -$15.7K -244 -5%
PCM
725
Prelude Capital Management
New York
$339K -$66K -1,024 -17%
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