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Citizens Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
751
Industrial Alliance Investment Management
Quebec, Canada
– -$284K -9,363 Closed
BL
752
Balentine LLC
Georgia
– -$283K -9,322 Closed
CM
753
Caption Management
Oklahoma
– -$248K -9,000 Closed
Koshinski Asset Management
754
Koshinski Asset Management
Illinois
– -$273K -8,982 Closed
JFG
755
Jefferies Financial Group
New York
– -$271K -8,916 Closed
Vontobel Holding
756
Vontobel Holding
Switzerland
– -$257K -8,464 Closed
RJT
757
Raymond James Trust
Florida
– -$256K -8,436 Closed
EWM
758
Empirical Wealth Management
Washington
– -$255K -8,390 Closed
FFM
759
Forum Financial Management
Illinois
– -$231K -7,598 Closed
Lido Advisors
760
Lido Advisors
California
– -$230K -7,583 Closed
4WM
761
44 Wealth Management
Oregon
– -$230K -7,566 Closed
HWAM
762
Hennion & Walsh Asset Management
New Jersey
– -$230K -7,558 Closed
LNWWM
763
Laird Norton Wetherby Wealth Management
California
– -$227K -7,481 Closed
DWT
764
Dorsey & Whitney Trust
South Dakota
– -$221K -7,273 Closed
MWM
765
Modera Wealth Management
New Jersey
– -$219K -7,224 Closed
1IA
766
1620 Investment Advisors
Massachusetts
– -$218K -7,192 Closed
IAM
767
Innovis Asset Management
Illinois
– -$217K -7,139 Closed
NFG
768
Nations Financial Group
Iowa
– -$216K -7,125 Closed
HWM
769
HB Wealth Management
Georgia
– -$216K -7,098 Closed
CFS
770
CRA Financial Services
New Jersey
– -$214K -7,040 Closed
AWM
771
Apollon Wealth Management
South Carolina
– -$210K -6,900 Closed
MAM
772
Montchanin Asset Management
Delaware
– -$209K -6,900 Closed
FCB
773
First County Bank
Connecticut
– -$207K -6,803 Closed
PBO
774
Peoples Bank (Ohio)
Ohio
– -$204K -6,721 Closed
IAA
775
Independent Advisor Alliance
North Carolina
– -$204K -6,704 Closed