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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
701
Baldwin Wealth Partners
Massachusetts
$3.8K – – –
PSB
702
Piscataqua Savings Bank
New Hampshire
$3.79K – – –
JGIA
703
Jackson Grant Investment Advisers
Connecticut
$3.4K +$4.39K +112 New
CT
704
Caldwell Trust
Florida
$3.34K – – –
LF
705
Lee Financial
Texas
$3.22K +$1.72K +44 +71%
CB
706
Community Bank
New York
$3.04K -$431 -11 -10%
KC
707
Kenfarb & Co
Kentucky
$3.04K – – –
HWM
708
HighMark Wealth Management
Minnesota
$2.46K -$6.82K -174 -68%
TC
709
Truvestments Capital
Florida
$2.28K – – –
BWM
710
Baystate Wealth Management
Massachusetts
$2.21K – – –
KFI
711
Key Financial Inc
Pennsylvania
$2.04K – – –
RWM
712
Raffa Wealth Management
District of Columbia
$1.88K – – –
HCM
713
Hollencrest Capital Management
California
$1.82K – – –
SSC
714
Syverson Strege & Co
Iowa
$1.79K +$2.31K +59 New
HWP
715
Highline Wealth Partners
California
$1.76K – – –
PFPT
716
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.73K – – –
MA
717
MCF Advisors
Kentucky
$1.64K – – –
TCA
718
Trifecta Capital Advisors
Illinois
$1.55K – – –
BWM
719
BerganKDV Wealth Management
Minnesota
$1.52K – – –
DI
720
Disciplined Investments
Oklahoma
$1.49K +$744 +19 +63%
SWA
721
Sutton Wealth Advisors
Florida
$1.34K +$235 +6 +16%
PWMG
722
Prestige Wealth Management Group
New Jersey
$1.28K -$2.31K -59 -58%
BIA
723
Bell Investment Advisors
California
$1.25K -$5.8K -148 -78%
EBA
724
Eagle Bay Advisors
New York
$1.22K – – –
SS
725
Sunbelt Securities
Texas
$1.2K +$1.53K +39 New
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