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Citizens Community Bancorp

Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
76
UBS AM
Illinois
$4.98K – – –
SCM
77
Sterling Capital Management
North Carolina
$4.07K -$2.93K -140 -45%
AF
78
Allworth Financial
California
$2.99K +$1.22K +58 +83%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$2.97K -$8.09K -386 -75%
FFA
80
Farther Finance Advisors
California
$2.9K -$922 -44 -26%
CA
81
Clearstead Advisors
Ohio
$2.5K +$2.24K +107 New
IA
82
IFP Advisors
Florida
$1.29K +$545 +26 +90%
GI
83
GAMMA Investing
California
$1.01K – – –
EWA
84
EverSource Wealth Advisors
Alabama
$911 +$21 +1 +3%
RIL
85
Rothschild Investment LLC
Illinois
$748 +$293 +14 +78%
EP
86
Essential Partners
California
$608 -$2.62K -125 -83%
PWA
87
Physician Wealth Advisors
Utah
$562 +$503 +24 New
BWA
88
Basecamp Wealth Advisors
Washington
$257 +$63 +3 +38%
TWD
89
True Wealth Design
Ohio
$188 -$42 -2 -20%
SIC
90
SJS Investment Consulting
Ohio
$94 – – –
JWM
91
JPL Wealth Management
Colorado
$71 – – –
FFO
92
Fortitude Family Office
Arizona
$47 +$42 +2 New
WETS
93
Wealth Enhancement Trust Services
South Dakota
$47 +$42 +2 New
Wellington Management Group
94
Wellington Management Group
Massachusetts
– -$11.8M -593,996 Closed
SOW
95
State of Wyoming
Wyoming
– -$8.22K -415 Closed
Federated Hermes
96
Federated Hermes
Pennsylvania
– -$931 -47 Closed
MCM
97
MAI Capital Management
Ohio
– -$693 -35 Closed
RFP
98
Root Financial Partners
California
– -$178 -9 Closed