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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
676
LCNB Corp
Ohio
$259K – – –
NW
677
NewEdge Wealth
Pennsylvania
$259K +$238K +4,439 New
DCM
678
DGS Capital Management
New Jersey
$258K +$237K +4,419 New
IAIM
679
International Assets Investment Management
Florida
$258K +$237K +4,412 New
SIA
680
Soltis Investment Advisors
Utah
$254K +$234K +4,356 New
CI
681
Cigna Investments
Connecticut
$254K – – –
AWM
682
Axxcess Wealth Management
California
$254K +$860 +16 +0.4%
DI
683
Decision Investments
California
$252K +$232K +4,320 New
AA
684
Ancora Advisors
Ohio
$250K +$57.3K +1,066 +33%
CFB
685
Cullen/Frost Bankers
Texas
$249K +$119K +2,216 +109%
PCM
686
Prelude Capital Management
New York
$248K +$228K +4,241 New
TA
687
TFB Advisors
Kansas
$248K -$2.69K -50 -1%
CAM
688
CenterStar Asset Management
Illinois
$246K +$227K +4,216 New
WC
689
Waterloo Capital
Texas
$244K +$225K +4,185 New
RFS
690
Richardson Financial Services
Massachusetts
$244K -$6.18K -115 -3%
CB
691
Cadence Bank
Mississippi
$242K -$17.2K -320 -7%
G
692
GenTrust
Florida
$241K +$221K +4,120 New
SAW
693
Signal Advisors Wealth
Michigan
$240K -$50.5K -939 -19%
MCA
694
McGuire Capital Advisors
Oklahoma
$240K +$221K +4,109 New
PWPS
695
Pinnacle Wealth Planning Services
Ohio
$239K +$16K +298 +8%
EM
696
Excalibur Management
Massachusetts
$237K – – –
VA
697
VestGen Advisors
Illinois
$237K +$218K +4,062 New
PFM
698
Patton Fund Management
Texas
$237K -$3.16M -58,874 -94%
IWM
699
Iams Wealth Management
Nebraska
$234K +$216K +4,014 New
AO
700
Advisor OS
Illinois
$233K +$214K +3,983 New
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