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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
701
Checchi Capital Advisers
California
$289K +$74.7K +1,215 +34%
AA
702
Armis Advisers
Georgia
$288K +$922 +15 +0.3%
HPM
703
Hoxton Planning & Management
West Virginia
$287K +$2.27K +37 +0.8%
SOW
704
State of Wyoming
Wyoming
$286K +$183K +2,979 +166%
MYIA
705
Mount Yale Investment Advisors
Colorado
$284K +$292K +4,744 New
AU
706
AlphaGrep UK
$284K +$291K +4,742 New
FWIA
707
Fort Washington Investment Advisors
Ohio
$283K -$201K -3,264 -41%
7WCP
708
71 West Capital Partners
Massachusetts
$280K +$287K +4,677 New
AHL
709
Abel Hall LLC
Louisiana
$279K +$286K +4,657 New
OL
710
Optas LLC
Texas
$277K -$275K -4,475 -49%
CW
711
CreativeOne Wealth
Kansas
$277K -$14.2K -231 -5%
PCS
712
Personal CFO Solutions
New Jersey
$276K -$5.35K -87 -2%
GCA
713
Gradient Capital Advisors
California
$274K – – –
AT
714
American Trust
Kentucky
$270K -$14.7K -239 -5%
CAM
715
Cozad Asset Management
Illinois
$270K +$277K +4,502 New
AA
716
Ancora Advisors
Ohio
$270K +$13.8K +225 +5%
PP
717
PDS Planning
Ohio
$269K -$738 -12 -0.3%
OCM
718
Orion Capital Management
California
$268K – – –
CFM
719
Catalyst Funds Management
Australia
$268K +$275K +4,474 New
CFS
720
CRA Financial Services
New Jersey
$268K -$246 -4 -0.1%
CPA
721
Capital Performance Advisors
California
$268K +$47K +764 +21%
AIM
722
Advyzon Investment Management
Illinois
$267K +$273K +4,445 New
SAW
723
Signal Advisors Wealth
Michigan
$264K +$17.9K +291 +7%
IIM
724
Ipswich Investment Management
Massachusetts
$262K -$15.4K -250 -5%
KAM
725
Knightsbridge Asset Management
California
$261K +$33.1K +538 +14%
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