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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
SFSIG
576
San Francisco Sentry Investment Group
California
$5K – – –
TIAM2
577
Tru Independence Asset Management 2
Oregon
$5K +$4.08K +130 New
JCM
578
Jacobi Capital Management
Pennsylvania
$4K – – –
AWM
579
Avior Wealth Management
Nebraska
$4K +$2.92K +93 +404%
BCWM
580
Bartlett & Co Wealth Management
Ohio
$3.22K +$2.82K +90 New
ADL
581
Asset Dedication LLC
California
$3K – – –
HR
582
Howe & Rusling
New York
$3K – – –
PFPT
583
Pinnacle Financial Partners (Tennessee)
Tennessee
$3K – – –
BC
584
Bartlett & Co
Ohio
$3K +$2.82K +90 New
GWM
585
Geneos Wealth Management
Colorado
$3K +$40.7K +1,298 +2,950%
RWM
586
Raffa Wealth Management
District of Columbia
$2.22K – – –
GFPC
587
Global Financial Private Client
Florida
$2K +$1.76K +56 New
BWM
588
BerganKDV Wealth Management
Minnesota
$2K – – –
CFN
589
Cordasco Financial Network
Florida
$2K – – –
SIC
590
Salem Investment Counselors
North Carolina
$2K – – –
TFO
591
Tarbox Family Office
California
$2K – – –
BWM
592
Baystate Wealth Management
Massachusetts
$2K +$31 +1 +2%
SSB
593
Sandy Spring Bank
Maryland
$2K +$345 +11 +24%
PWMG
594
Prestige Wealth Management Group
New Jersey
$2K +$1.41K +45 New
SFO
595
Standard Family Office
South Dakota
$2K +$1.51K +48 New
SN
596
Sittner & Nelson
Oregon
$2K +$1.85K +59 New
FTDI
597
First Trust Direct Indexing
Massachusetts
$2K +$2.04K +65 New
APWA
598
Atlas Private Wealth Advisors
New Jersey
$1K – – –
NFG
599
Next Financial Group
Texas
$1K – – –
PK
600
Pflug Koory
Nebraska
$1K – – –
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