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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
701
OneDigital Investment Advisors
Kansas
$377K +$11.9K +185 +4%
WWC
702
Waypoint Wealth Counsel
Georgia
$376K -$39.1K -606 -10%
SIA
703
Soltis Investment Advisors
Utah
$376K -$13.3K -207 -4%
DWP
704
Daymark Wealth Partners
Ohio
$373K -$8.51K -132 -2%
P8IP
705
Pier 88 Investment Partners
California
$371K +$213K +3,300 +165%
DWM
706
Drive Wealth Management
Utah
$371K +$124K +1,917 +57%
1C
707
111 Capital
France
$370K +$340K +5,275 New
LCC
708
Lincoln Capital Corp
Rhode Island
$368K +$2.52K +39 +0.7%
TAM
709
Tocqueville Asset Management
New York
$368K -$1.74K -27 -0.5%
AFW
710
Avantra Family Wealth
Pennsylvania
$367K +$88.4K +1,371 +35%
BFO
711
Biltmore Family Office
North Carolina
$367K -$16.1K -249 -5%
FWIA
712
Fort Washington Investment Advisors
Ohio
$363K +$29.5K +457 +10%
AC
713
Avestar Capital
New York
$359K +$330K +5,122 New
PA
714
Profund Advisors
Maryland
$357K -$14.5K -225 -4%
SW
715
SVB Wealth
Massachusetts
$355K -$2.58K -40 -0.8%
VAG
716
VisionPoint Advisory Group
Texas
$350K +$1.87K +29 +0.6%
JG
717
Jain Global
New York
$350K +$322K +4,989 New
CCA
718
Checchi Capital Advisers
California
$349K +$10.6K +164 +3%
OAM
719
Ostrum Asset Management
France
$349K – – –
PAG
720
Poinciana Advisors Group
Florida
$348K – – –
AA
721
Armis Advisers
Georgia
$347K +$3.03K +47 +1%
MM
722
MQS Management
New York
$347K +$319K +4,946 New
EFG
723
Elevated Financial Group
Indiana
$346K -$3.61K -56 -1%
BG
724
Bahl & Gaynor
Ohio
$345K +$89K +1,380 +39%
IPWA
725
International Private Wealth Advisors
California
$342K -$196K -3,047 -38%
27 28
29
30 31