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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
626
Private Ocean
California
$4.51K – – –
MFT
627
Moisand Fitzgerald Tamayo
Florida
$4.33K – – –
HWA
628
HHM Wealth Advisors
Tennessee
$4.28K – – –
AWM
629
Avior Wealth Management
Nebraska
$4.22K -$661 -24 -13%
CSC
630
Caldwell Sutter Capital
California
$4.15K +$4.38K +159 New
TWC
631
TD Waterhouse Canada
Ontario, Canada
$4.11K -$5.81K -211 -58%
BC
632
Bartlett & Co
Ohio
$4K – – –
CTA
633
Colonial Trust Advisors
South Carolina
$3.96K – – –
BCWM
634
Bartlett & Co Wealth Management
Ohio
$3.86K – – –
CP
635
Castleview Partners
Texas
$3.81K – – –
IRC
636
Investors Research Corp
Georgia
$3.78K – – –
TC
637
Truvestments Capital
Florida
$3.76K +$1.9K +69 +92%
EAM
638
Eukles Asset Management
Ohio
$3.65K – – –
SIC
639
Salem Investment Counselors
North Carolina
$3.52K -$19.1K -693 -84%
BCMLT
640
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.52K – – –
BWP
641
Baldwin Wealth Partners
Massachusetts
$3.26K – – –
RF
642
Robbins Farley
New Hampshire
$3.26K – – –
PSB
643
Piscataqua Savings Bank
New Hampshire
$3.26K – – –
WWP
644
WR Wealth Planners
Missouri
$3.13K -$799 -29 -19%
SCA
645
Stonebridge Capital Advisors
Minnesota
$3K +$3.17K +115 New
MA
646
MCF Advisors
Kentucky
$2.97K +$1.65K +60 +111%
JGIA
647
Jackson Grant Investment Advisers
Connecticut
$2.92K – – –
BIA
648
Bell Investment Advisors
California
$2.9K +$1.93K +70 +171%
CT
649
Caldwell Trust
Florida
$2.87K – – –
IPW
650
Impact Partnership Wealth
Georgia
$2.79K +$2.95K +107 New
24 25
26
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