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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
KAM
726
Knightsbridge Asset Management
California
$339K +$31.3K +485 +11%
TAM
727
Trust Asset Management
Texas
$338K -$8.06K -125 -3%
ARC
728
Advisor Resource Council
Texas
$336K +$301K +4,666 New
SGCM
729
Sanchez Gaunt Capital Management
Nevada
$336K -$7.48K -116 -2%
AAM
730
Advisors Asset Management
Colorado
$335K +$100K +1,552 +48%
AHL
731
Abel Hall LLC
Louisiana
$333K +$6.19K +96 +2%
HPM
732
Hoxton Planning & Management
West Virginia
$332K -$3.35K -52 -1%
OL
733
Optas LLC
Texas
$329K +$4.71K +73 +2%
GIA
734
GHP Investment Advisors
Colorado
$329K +$297K +4,600 +4,742%
PFS
735
Prospera Financial Services
Texas
$329K -$19K -294 -6%
PCS
736
Personal CFO Solutions
New Jersey
$323K +$258 +4 +0.1%
BI
737
Ballast Inc
Kentucky
$322K +$297K +4,600 New
GCA
738
Gradient Capital Advisors
California
$321K – – –
HCWM
739
Hidden Cove Wealth Management
Washington
$319K +$27.7K +430 +10%
CA
740
Clearstead Advisors
Ohio
$319K -$218K -3,380 -43%
MYIA
741
Mount Yale Investment Advisors
Colorado
$316K -$15.4K -239 -5%
CFS
742
CRA Financial Services
New Jersey
$316K +$2.06K +32 +0.7%
PP
743
PDS Planning
Ohio
$315K +$193 +3 +0.1%
OCM
744
Orion Capital Management
California
$314K – – –
LC
745
LCNB Corp
Ohio
$311K -$88K -1,365 -24%
AIM
746
Advyzon Investment Management
Illinois
$311K -$516 -8 -0.2%
AT
747
American Trust
Kentucky
$309K -$5.74K -89 -2%
IIM
748
Ipswich Investment Management
Massachusetts
$306K – – –
DI
749
Decision Investments
California
$303K -$1.29K -20 -0.5%
TA
750
TFB Advisors
Kansas
$302K +$1.61K +25 +0.6%
28 29
30
31 32