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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
751
Avion Wealth
Texas
$4K – – –
KFI
752
Key Financial Inc
Pennsylvania
$3.74K +$970 +24 +36%
HWA
753
Heritage Wealth Advisors
Virginia
$3.7K +$3.64K +90 New
PFG
754
Peterson Financial Group
Iowa
$3.19K +$3.15K +78 New
PSB
755
Piscataqua Savings Bank
New Hampshire
$3.08K – – –
BIA
756
Bell Investment Advisors
California
$2.92K – – –
ADL
757
Asset Dedication LLC
California
$2.88K – – –
BF
758
BOK Financial
Oklahoma
$2.64K – – –
HPC
759
HM Payson & Co
Maine
$2.59K +$2.55K +63 New
HWP
760
Highline Wealth Partners
California
$2.38K – – –
PFPT
761
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.34K -$546K -13,507 -100%
GFPC
762
Global Financial Private Client
Florida
$2.3K – – –
MA
763
MCF Advisors
Kentucky
$2.22K -$404 -10 -16%
BHWM
764
Beaird Harris Wealth Management
Texas
$2.22K – – –
TCA
765
Trifecta Capital Advisors
Illinois
$2.05K – – –
BWP
766
Baldwin Wealth Partners
Massachusetts
$2.05K +$849 +21 +72%
RWM
767
Raffa Wealth Management
District of Columbia
$2.01K – – –
DF
768
Dunhill Financial
United Kingdom
$2.01K +$40 +1 +2%
FMP
769
Financial Management Professionals
Texas
$2K +$1.17K +29 +161%
DPW
770
DiNuzzo Private Wealth
Pennsylvania
$1.89K +$40 +1 +2%
CAS
771
Coppell Advisory Solutions
Texas
$1.84K +$1.05K +26 +137%
HI
772
Hoey Investments
Pennsylvania
$1.8K – – –
CFFP
773
Center for Financial Planning
Michigan
$1.77K – – –
TFM
774
TFC Financial Management
Massachusetts
$1.6K – – –
SIC
775
SJS Investment Consulting
Ohio
$1.6K +$162 +4 +11%
29 30
31
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