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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
576
VestGen Advisors
Illinois
$536K +$282K +4,594 +113%
WSFS
577
Wilmington Savings Fund Society
Delaware
$536K +$549K +8,932 New
C
578
Certuity
Florida
$534K +$168K +2,739 +44%
IA
579
IFP Advisors
Florida
$529K -$75.3K -1,225 -12%
LIA
580
Lynx Investment Advisory
District of Columbia
$519K +$6.02K +98 +1%
FC
581
FORA Capital
Florida
$516K -$2.61M -42,477 -83%
SWP
582
Sagespring Wealth Partners
Tennessee
$506K +$65.6K +1,068 +14%
TFA
583
Toth Financial Advisory
Virginia
$497K +$509K +8,280 New
ACM
584
Advisors Capital Management
New Jersey
$487K -$11.6K -188 -2%
FFG
585
Fortem Financial Group
California
$486K +$61K +993 +14%
EH
586
Equitable Holdings
New York
$484K +$80.9K +1,316 +19%
DE
587
Diversified Enterprises
Delaware
$482K +$7.87K +128 +2%
PCM
588
Polymer Capital Management
New York
$482K +$86.3K +1,404 +21%
1IA
589
1620 Investment Advisors
Massachusetts
$480K +$6.21K +101 +1%
CA
590
Clearstead Advisors
Ohio
$476K -$84.6K -1,377 -15%
IPWA
591
International Private Wealth Advisors
California
$475K +$85.1K +1,384 +21%
JTWM
592
Jackson Thornton Wealth Management
Alabama
$472K +$22K +358 +5%
SF
593
Summit Financial
New Jersey
$469K +$6.33K +103 +1%
SSWM
594
Sheets Smith Wealth Management
North Carolina
$468K +$3.38K +55 +0.7%
GIA
595
Gladstone Institutional Advisory
Florida
$466K -$59.5K -968 -11%
TE
596
Tema ETFs
New York
$462K +$2.15K +35 +0.5%
SL
597
Summitry LLC
California
$462K +$102K +1,661 +28%
VI
598
Vestcor Inc
New Brunswick, Canada
$460K – – –
TSS
599
Two Sigma Securities
New York
$460K +$471K +7,669 New
JSSH
600
J. Safra Sarasin Holding
$459K +$19.7K +320 +4%
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