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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
RWS
726
Retirement Wealth Solutions
Wisconsin
$10.8K +$11.1K +250 New
BGAI
727
Bruce G. Allen Investments
Colorado
$10.6K – – –
WPA
728
West Paces Advisors
Georgia
$10.4K – – –
TCOV
729
Trust Company of Vermont
Vermont
$10.1K – – –
BC
730
Barrett & Company
Rhode Island
$9.54K – – –
HIA
731
Harbor Investment Advisory
Maryland
$9.15K – – –
DRP
732
Decker Retirement Planning
Utah
$8.97K +$9.06K +205 New
LWANC
733
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.75K – – –
NSIM
734
North Star Investment Management
Illinois
$8.75K – – –
CTWM
735
Cherry Tree Wealth Management
Minnesota
$8.64K – – –
BCMLT
736
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.49K – – –
WA
737
Whipplewood Advisors
Colorado
$8.05K +$8.14K +184 New
JWA
738
JFS Wealth Advisors
Pennsylvania
$8.01K +$2.43K +55 +43%
CFD
739
Creative Financial Designs
Indiana
$7.48K -$796 -18 -10%
HWA
740
HHM Wealth Advisors
Tennessee
$7.4K +$221 +5 +3%
CA
741
Crewe Advisors
Utah
$7K -$486 -11 -6%
CSC
742
Caldwell Sutter Capital
California
$6.96K – – –
GIA
743
GHP Investment Advisors
Colorado
$6.35K -$3.05K -69 -32%
IRC
744
Investors Research Corp
Georgia
$6.34K – – –
PWMG
745
Prestige Wealth Management Group
New Jersey
$6.3K – – –
LCM
746
Logan Capital Management
Pennsylvania
$6.18K +$6.24K +141 New
NL
747
NVWM LLC
Pennsylvania
$6.05K – – –
VWM
748
Valley Wealth Managers
New Jersey
$5.25K – – –
CAL
749
Capital Advisors Ltd
Ohio
$5K – – –
FFO
750
Fortitude Family Office
Arizona
$4.99K -$884 -20 -15%
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30
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