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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
HPM
701
Hoxton Planning & Management
West Virginia
$287K +$2.27K +37 +0.8%
SOW
702
State of Wyoming
Wyoming
$286K +$183K +2,979 +166%
MYIA
703
Mount Yale Investment Advisors
Colorado
$284K +$292K +4,744 New
AU
704
AlphaGrep UK
$284K +$291K +4,742 New
FWIA
705
Fort Washington Investment Advisors
Ohio
$283K -$201K -3,264 -41%
7WCP
706
71 West Capital Partners
Massachusetts
$280K +$287K +4,677 New
AHL
707
Abel Hall LLC
Louisiana
$279K +$286K +4,657 New
OL
708
Optas LLC
Texas
$277K -$275K -4,475 -49%
CW
709
CreativeOne Wealth
Kansas
$277K -$14.2K -231 -5%
PCS
710
Personal CFO Solutions
New Jersey
$276K -$5.35K -87 -2%
GCA
711
Gradient Capital Advisors
California
$274K – – –
AT
712
American Trust
Kentucky
$270K -$14.7K -239 -5%
CAM
713
Cozad Asset Management
Illinois
$270K +$277K +4,502 New
AA
714
Ancora Advisors
Ohio
$270K +$13.8K +225 +5%
PP
715
PDS Planning
Ohio
$269K -$738 -12 -0.3%
OCM
716
Orion Capital Management
California
$268K – – –
CFM
717
Catalyst Funds Management
Australia
$268K +$275K +4,474 New
CFS
718
CRA Financial Services
New Jersey
$268K -$246 -4 -0.1%
CPA
719
Capital Performance Advisors
California
$268K +$47K +764 +21%
AIM
720
Advyzon Investment Management
Illinois
$267K +$273K +4,445 New
SAW
721
Signal Advisors Wealth
Michigan
$264K +$17.9K +291 +7%
IIM
722
Ipswich Investment Management
Massachusetts
$262K -$15.4K -250 -5%
KAM
723
Knightsbridge Asset Management
California
$261K +$33.1K +538 +14%
DI
724
Decision Investments
California
$260K +$1.23K +20 +0.5%
TA
725
TFB Advisors
Kansas
$257K +$2.77K +45 +1%
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