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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
JSW
701
Journey Strategic Wealth
New Jersey
$233K +$214K +3,982 New
AIP
702
Ameritas Investment Partners
Nebraska
$230K – – –
FPW
703
Fairvoy Private Wealth
Alabama
$229K +$211K +3,921 New
FFA
704
Fi3 Financial Advisors
Indiana
$227K +$209K +3,888 New
HCWM
705
Hidden Cove Wealth Management
Washington
$227K +$209K +3,888 New
SAI
706
Systematic Alpha Investments
New Jersey
$225K – – –
FM
707
Family Management
New York
$225K +$207K +3,848 New
QFW
708
QTR Family Wealth
Florida
$224K +$178K +3,320 New
KAM
709
Knightsbridge Asset Management
California
$223K +$205K +3,810 New
CCM
710
Check Capital Management
California
$222K – – –
LA
711
Legacy Advisors
Pennsylvania
$222K – – –
ICP
712
Interchange Capital Partners
Pennsylvania
$220K +$202K +3,762 New
RA
713
RFG Advisory
Alabama
$216K +$199K +3,705 New
CPA
714
Capital Performance Advisors
California
$216K +$199K +3,701 New
VI
715
Versor Investments
New York
$216K -$86K -1,600 -30%
PFS
716
Prospera Financial Services
Texas
$214K -$64K -1,191 -25%
FFWA
717
Forthright Family Wealth Advisory
Texas
$213K +$196K +3,653 New
CCA
718
Checchi Capital Advisers
California
$211K +$194K +3,606 New
CCMG
719
Clark Capital Management Group
Pennsylvania
$210K +$193K +3,594 New
SVWAG
720
Sound View Wealth Advisors Group
Georgia
$209K +$192K +3,578 New
HCM
721
Howard Capital Management
Georgia
$207K -$462K -8,590 -71%
BG
722
Bahl & Gaynor
Ohio
$207K +$190K +3,540 New
PCIA
723
Prime Capital Investment Advisors
Kansas
$206K +$190K +3,532 New
AWM
724
Angeles Wealth Management
California
$205K +$189K +3,514 New
TFA
725
TPG Financial Advisors
Oregon
$205K +$189K +3,514 New
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