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Citizens Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
751
BerganKDV Wealth Management
Minnesota
$1.97K -$25.5K -654 -93%
SIC
752
SJS Investment Consulting
Ohio
$1.97K +$1.09K +28 +127%
EWM
753
Evermay Wealth Management
Virginia
$1.89K – – –
EBA
754
Eagle Bay Advisors
New York
$1.57K – – –
HPC
755
HM Payson & Co
Maine
$1.57K – – –
PAG
756
Private Advisor Group
New Jersey
$1.57K -$393K -10,057 -20%
SWA
757
Sutton Wealth Advisors
Florida
$1.5K – – –
AWM
758
Abound Wealth Management
Tennessee
$1.23K – – –
AWM
759
Avior Wealth Management
Nebraska
$1.22K – – –
DI
760
Disciplined Investments
Oklahoma
$1.18K +$273 +7 +30%
MPCL
761
My Personal CFO LLC
Washington
$1.06K +$1.05K +27 New
NMG
762
New Millennium Group
Utah
$827 +$820 +21 New
MCM
763
Manchester Capital Management
Vermont
$669 -$976 -25 -60%
AA
764
Addison Advisors
Vermont
$630 – – –
IAA
765
Independent Advisor Alliance
North Carolina
$604 +$191K +4,884 +47%
TWP
766
TFO Wealth Partners
Ohio
$452 +$39 +1 New
CAS
767
Coppell Advisory Solutions
Texas
$394 +$390 +10 New
CASC
768
Coppell Advisory Solutions Corp
Texas
$394 +$390 +10 New
JWM
769
Janiczek Wealth Management
Colorado
$335 – – –
GJIA
770
Glass Jacobson Investment Advisors
Maryland
$315 +$312 +8 New
EE
771
EWG Elevate
California
$276 +$273 +7 New
SWA
772
SOA Wealth Advisors
New York
$41 – – –
CM
773
Crestline Management
Texas
– -$8.25M -240,000 Closed
Point72 Asset Management
774
Point72 Asset Management
Connecticut
– -$8.91M -228,198 Closed
CCMD
775
Cypress Capital Management (Delaware)
Delaware
– -$6.61M -192,354 Closed