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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
TFIPS
726
Towarzystwo Funduszy Inwestycyjnych PZU SA
$33.5K – – –
VNA
727
Valley National Advisers
Pennsylvania
$32K – – –
TWD
728
True Wealth Design
Ohio
$31.1K +$26.2K +526 +892%
GWSG
729
GPS Wealth Strategies Group
Colorado
$30.3K – – –
CA
730
CoreCap Advisors
Michigan
$29.6K -$2.19K -44 -7%
BONH
731
Bank of New Hampshire
New Hampshire
$29.2K – – –
CA
732
Crewe Advisors
Utah
$27.9K +$26.1K +525 New
VFM
733
Vision Financial Markets
Connecticut
$26.6K – – –
GSWM
734
Golden State Wealth Management
California
$23.2K – – –
GWM
735
Geneos Wealth Management
Colorado
$22.6K -$365K -7,337 -95%
AWM
736
Ameliora Wealth Management
Switzerland
$22.3K – – –
SWIM
737
Smallwood Wealth Investment Management
New Jersey
$20.1K – – –
WA
738
WPG Advisers
Maryland
$19.7K +$1.49K +30 +9%
DIP
739
DT Investment Partners
Pennsylvania
$19.4K – – –
CT
740
Clearstead Trust
Maine
$19.2K – – –
QL
741
Quarry LP
New York
$19.2K +$18K +361 New
BL
742
BFSG LLC
California
$18.6K – – –
KFA
743
Kelleher Financial Advisors
New York
$18.6K +$17.4K +350 New
WTC
744
WhitTier Trust Company
Nevada
$18.4K +$4.28K +86 +34%
RF
745
Roxbury Financial
New Jersey
$17.6K +$149 +3 +0.9%
FMII
746
Farmers & Merchants Investments Inc
Nebraska
$17K – – –
SC
747
SouthState Corp
Florida
$16.8K -$1.69K -34 -10%
ME
748
McIlrath & Eck
Washington
$16.4K – – –
OP
749
ORG Partners
Indiana
$16.1K +$7.27K +146 +94%
CNBTD
750
Citizens National Bank Trust Department
Mississippi
$15.9K – – –
28 29
30
31 32