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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
751
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.23K +$2.26K +56 +119%
AWM
752
Abound Wealth Management
Tennessee
$4.04K +$2.71K +67 +216%
AW
753
Avion Wealth
Texas
$4K – – –
KFI
754
Key Financial Inc
Pennsylvania
$3.74K +$970 +24 +36%
HWA
755
Heritage Wealth Advisors
Virginia
$3.7K +$3.64K +90 New
PFG
756
Peterson Financial Group
Iowa
$3.19K +$3.15K +78 New
PSB
757
Piscataqua Savings Bank
New Hampshire
$3.08K – – –
BIA
758
Bell Investment Advisors
California
$2.92K – – –
ADL
759
Asset Dedication LLC
California
$2.88K – – –
BF
760
BOK Financial
Oklahoma
$2.64K – – –
HPC
761
HM Payson & Co
Maine
$2.59K +$2.55K +63 New
HWP
762
Highline Wealth Partners
California
$2.38K – – –
PFPT
763
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.34K -$546K -13,507 -100%
GFPC
764
Global Financial Private Client
Florida
$2.3K – – –
MA
765
MCF Advisors
Kentucky
$2.22K -$404 -10 -16%
BHWM
766
Beaird Harris Wealth Management
Texas
$2.22K – – –
TCA
767
Trifecta Capital Advisors
Illinois
$2.05K – – –
BWP
768
Baldwin Wealth Partners
Massachusetts
$2.05K +$849 +21 +72%
RWM
769
Raffa Wealth Management
District of Columbia
$2.01K – – –
DF
770
Dunhill Financial
United Kingdom
$2.01K +$40 +1 +2%
FMP
771
Financial Management Professionals
Texas
$2K +$1.17K +29 +161%
DPW
772
DiNuzzo Private Wealth
Pennsylvania
$1.89K +$40 +1 +2%
CAS
773
Coppell Advisory Solutions
Texas
$1.84K +$1.05K +26 +137%
HI
774
Hoey Investments
Pennsylvania
$1.8K – – –
CFFP
775
Center for Financial Planning
Michigan
$1.77K – – –
29 30
31
32 33