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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
JGIA
701
Jackson Grant Investment Advisers
Connecticut
$3.4K +$4.39K +112 New
CT
702
Caldwell Trust
Florida
$3.34K – – –
LF
703
Lee Financial
Texas
$3.22K +$1.72K +44 +71%
CB
704
Community Bank
New York
$3.04K -$431 -11 -10%
KC
705
Kenfarb & Co
Kentucky
$3.04K – – –
HWM
706
HighMark Wealth Management
Minnesota
$2.46K -$6.82K -174 -68%
TC
707
Truvestments Capital
Florida
$2.28K – – –
BWM
708
Baystate Wealth Management
Massachusetts
$2.21K – – –
KFI
709
Key Financial Inc
Pennsylvania
$2.04K – – –
RWM
710
Raffa Wealth Management
District of Columbia
$1.88K – – –
HCM
711
Hollencrest Capital Management
California
$1.82K – – –
SSC
712
Syverson Strege & Co
Iowa
$1.79K +$2.31K +59 New
HWP
713
Highline Wealth Partners
California
$1.76K – – –
PFPT
714
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.73K – – –
MA
715
MCF Advisors
Kentucky
$1.64K – – –
TCA
716
Trifecta Capital Advisors
Illinois
$1.55K – – –
BWM
717
BerganKDV Wealth Management
Minnesota
$1.52K – – –
DI
718
Disciplined Investments
Oklahoma
$1.49K +$744 +19 +63%
SWA
719
Sutton Wealth Advisors
Florida
$1.34K +$235 +6 +16%
PWMG
720
Prestige Wealth Management Group
New Jersey
$1.28K -$2.31K -59 -58%
BIA
721
Bell Investment Advisors
California
$1.25K -$5.8K -148 -78%
EBA
722
Eagle Bay Advisors
New York
$1.22K – – –
SS
723
Sunbelt Securities
Texas
$1.2K +$1.53K +39 New
FMP
724
Financial Management Professionals
Texas
$1K -$9.13K -233 -91%
CA
725
Centerpoint Advisors
Massachusetts
$1K -$979 -25 -50%
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