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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
DW30
726
Drucker Wealth 3.0
New Jersey
$342K +$2.13K +33 +0.7%
CAM
727
Cidel Asset Management
Ontario, Canada
$339K -$15.7K -244 -5%
PCM
728
Prelude Capital Management
New York
$339K -$66K -1,024 -17%
KAM
729
Knightsbridge Asset Management
California
$339K +$31.3K +485 +11%
TAM
730
Trust Asset Management
Texas
$338K -$8.06K -125 -3%
ARC
731
Advisor Resource Council
Texas
$336K +$301K +4,666 New
SGCM
732
Sanchez Gaunt Capital Management
Nevada
$336K -$7.48K -116 -2%
AAM
733
Advisors Asset Management
Colorado
$335K +$100K +1,552 +48%
AHL
734
Abel Hall LLC
Louisiana
$333K +$6.19K +96 +2%
HPM
735
Hoxton Planning & Management
West Virginia
$332K -$3.35K -52 -1%
OL
736
Optas LLC
Texas
$329K +$4.71K +73 +2%
GIA
737
GHP Investment Advisors
Colorado
$329K +$297K +4,600 +4,742%
PFS
738
Prospera Financial Services
Texas
$329K -$19K -294 -6%
PCS
739
Personal CFO Solutions
New Jersey
$323K +$258 +4 +0.1%
BI
740
Ballast Inc
Kentucky
$322K +$297K +4,600 New
GCA
741
Gradient Capital Advisors
California
$321K – – –
HCWM
742
Hidden Cove Wealth Management
Washington
$319K +$27.7K +430 +10%
CA
743
Clearstead Advisors
Ohio
$319K -$218K -3,380 -43%
MYIA
744
Mount Yale Investment Advisors
Colorado
$316K -$15.4K -239 -5%
CFS
745
CRA Financial Services
New Jersey
$316K +$2.06K +32 +0.7%
PP
746
PDS Planning
Ohio
$315K +$193 +3 +0.1%
OCM
747
Orion Capital Management
California
$314K – – –
LC
748
LCNB Corp
Ohio
$311K -$88K -1,365 -24%
AIM
749
Advyzon Investment Management
Illinois
$311K -$516 -8 -0.2%
AT
750
American Trust
Kentucky
$309K -$5.74K -89 -2%
28 29
30
31 32