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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
726
RFG Advisory
Alabama
$253K +$31.5K +513 +14%
RIA
727
Regal Investment Advisors
Michigan
$251K +$257K +4,186 New
LA
728
Legacy Advisors
Pennsylvania
$250K +$22.9K +372 +10%
FM
729
Family Management
New York
$250K +$19.7K +320 +8%
TC
730
TwinBeech Capital
New York
$250K +$256K +4,161 New
MSWM
731
McGlone Suttner Wealth Management
Wisconsin
$248K +$41K +667 +19%
PFGIA
732
Patriot Financial Group Insurance Agency
Massachusetts
$248K +$254K +4,130 New
HCWM
733
Hidden Cove Wealth Management
Washington
$248K +$14.8K +240 +6%
IAIM
734
International Assets Investment Management
Florida
$247K -$20.6K -336 -8%
FTWA
735
Fifth Third Wealth Advisors
Ohio
$245K -$209K -3,394 -45%
TNBTD
736
Trustmark National Bank Trust Department
Mississippi
$245K +$251K +4,080 New
EM
737
Excalibur Management
Massachusetts
$244K – – –
PWPS
738
Pinnacle Wealth Planning Services
Ohio
$244K -$1.54K -25 -0.6%
PFM
739
Patton Fund Management
Texas
$243K – – –
AWM
740
Angeles Wealth Management
California
$243K +$32.7K +532 +15%
CAG
741
Crestwood Advisors Group
Massachusetts
$242K +$248K +4,043 New
RFS
742
Richardson Financial Services
Massachusetts
$242K -$8.91K -145 -3%
AO
743
Advisor OS
Illinois
$241K +$1.84K +30 +0.8%
WA
744
WESPAC Advisors
California
$238K +$244K +3,975 New
QFW
745
QTR Family Wealth
Florida
$236K +$19.7K +321 +10%
VT
746
Volterra Technologies
New York
$236K +$242K +3,937 New
CI
747
Cigna Investments
Connecticut
$236K -$25.3K -412 -9%
FFA
748
Fi3 Financial Advisors
Indiana
$233K -$61 -1 -0%
AFW
749
Avantra Family Wealth
Pennsylvania
$232K +$238K +3,866 New
SAI
750
Systematic Alpha Investments
New Jersey
$231K – – –
28 29
30
31 32