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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
576
Cresset Asset Management
Illinois
$542K -$284K -4,627 -34%
HCA
577
Harbour Capital Advisors
Virginia
$541K +$510K +8,300 New
VA
578
VestGen Advisors
Illinois
$536K +$282K +4,594 +113%
WSFS
579
Wilmington Savings Fund Society
Delaware
$536K +$549K +8,932 New
C
580
Certuity
Florida
$534K +$168K +2,739 +44%
IA
581
IFP Advisors
Florida
$529K -$75.3K -1,225 -12%
LIA
582
Lynx Investment Advisory
District of Columbia
$519K +$6.02K +98 +1%
FC
583
FORA Capital
Florida
$516K -$2.61M -42,477 -83%
SWP
584
Sagespring Wealth Partners
Tennessee
$506K +$65.6K +1,068 +14%
TFA
585
Toth Financial Advisory
Virginia
$497K +$509K +8,280 New
ACM
586
Advisors Capital Management
New Jersey
$487K -$11.6K -188 -2%
FFG
587
Fortem Financial Group
California
$486K +$61K +993 +14%
EH
588
Equitable Holdings
New York
$484K +$80.9K +1,316 +19%
DE
589
Diversified Enterprises
Delaware
$482K +$7.87K +128 +2%
PCM
590
Polymer Capital Management
New York
$482K +$86.3K +1,404 +21%
1IA
591
1620 Investment Advisors
Massachusetts
$480K +$6.21K +101 +1%
CA
592
Clearstead Advisors
Ohio
$476K -$84.6K -1,377 -15%
IPWA
593
International Private Wealth Advisors
California
$475K +$85.1K +1,384 +21%
JTWM
594
Jackson Thornton Wealth Management
Alabama
$472K +$22K +358 +5%
SF
595
Summit Financial
New Jersey
$469K +$6.33K +103 +1%
SSWM
596
Sheets Smith Wealth Management
North Carolina
$468K +$3.38K +55 +0.7%
GIA
597
Gladstone Institutional Advisory
Florida
$466K -$59.5K -968 -11%
TE
598
Tema ETFs
New York
$462K +$2.15K +35 +0.5%
SL
599
Summitry LLC
California
$462K +$102K +1,661 +28%
VI
600
Vestcor Inc
New Brunswick, Canada
$460K – – –
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