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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
BCMLT
601
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.52K – – –
BWP
602
Baldwin Wealth Partners
Massachusetts
$3.35K – – –
RF
603
Robbins Farley
New Hampshire
$3.35K – – –
PSB
604
Piscataqua Savings Bank
New Hampshire
$3.35K – – –
MA
605
MCF Advisors
Kentucky
$3.06K – – –
JGIA
606
Jackson Grant Investment Advisers
Connecticut
$3K – – –
SFG
607
Steward Financial Group
Texas
$3K +$4.26K +149 New
CT
608
Caldwell Trust
Florida
$2.95K – – –
KC
609
Kenfarb & Co
Kentucky
$2.68K – – –
FPFS
610
First Personal Financial Services
North Carolina
$2.35K +$2.52K +88 New
CPG
611
Cornerstone Planning Group
New Jersey
$2.33K -$5.15K -180 -67%
GGI
612
Godsey & Gibb Inc
Virginia
$2.12K +$2.26K +79 New
SWA
613
Sutton Wealth Advisors
Florida
$2.12K +$143 +5 +7%
MIM
614
Macroview Investment Management
Maryland
$2.09K +$2.23K +78 New
SSB
615
Sandy Spring Bank
Maryland
$2.09K +$2.23K +78 New
BWM
616
Baystate Wealth Management
Massachusetts
$2.04K +$57 +2 +3%
TSWM
617
Tyler-Stone Wealth Management
Ohio
$2K – – –
AGWCA
618
Annis Gardner Whiting Capital Advisors
Florida
$1.9K +$2.03K +71 New
KFI
619
Key Financial Inc
Pennsylvania
$1.8K – – –
CBT
620
CoreFirst Bank & Trust
Kansas
$1.8K +$1.92K +67 New
HWP
621
Highline Wealth Partners
California
$1.55K – – –
BF
622
BOK Financial
Oklahoma
$1.55K +$1.89K +66 New
GFPC
623
Global Financial Private Client
Florida
$1.45K – – –
TCA
624
Trifecta Capital Advisors
Illinois
$1.34K – – –
HI
625
Hoey Investments
Pennsylvania
$1.34K +$1.43K +50 New
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