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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
751
Logan Capital Management
Pennsylvania
$5.84K +$89 +2 +1%
WCM
752
WealthTrak Capital Management
Virginia
$5.61K -$14K -313 -70%
NEWAS
753
N.E.W. Advisory Services
Wisconsin
$5.41K +$5.89K +132 New
WA
754
Whipplewood Advisors
Colorado
$5.12K -$5.84K -131 -71%
CAL
755
Capital Advisors Ltd
Ohio
$5K – – –
NFSG
756
Newbridge Financial Services Group
Florida
$4.96K +$5.4K +121 New
AG
757
AmeriFlex Group
Nevada
$4.88K -$18.9K -423 -78%
GFPC
758
Global Financial Private Client
Florida
$4.75K +$1.92K +43 +59%
NL
759
NVWM LLC
Pennsylvania
$4.66K -$1.07K -24 -17%
JGIA
760
Jackson Grant Investment Advisers
Connecticut
$4.59K – – –
UCB
761
United Community Bank
South Carolina
$4.51K +$4.91K +110 New
CT
762
Colonial Trust
South Carolina
$4.47K -$34.8K -780 -88%
FDW
763
Fourth Dimension Wealth
Ohio
$4.1K +$4.46K +100 New
AW
764
Avion Wealth
Texas
$4K – – –
GIA
765
GHP Investment Advisors
Colorado
$3.77K -$2.37K -53 -37%
CWM
766
Cranbrook Wealth Management
Michigan
$3.77K +$4.11K +92 New
KFI
767
Key Financial Inc
Pennsylvania
$3.73K – – –
RF
768
Robbins Farley
New Hampshire
$3.69K – – –
HWP
769
Highline Wealth Partners
California
$3.44K +$268 +6 +8%
BWL
770
Bogart Wealth LLC
Virginia
$3.4K – – –
GP
771
Greenline Partners
New York
$3.24K +$3.52K +79 New
TC
772
Truvestments Capital
Florida
$3.07K – – –
AF
773
Advisornet Financial
Minnesota
$3.07K +$268 +6 +9%
PSB
774
Piscataqua Savings Bank
New Hampshire
$3.07K – – –
ADL
775
Asset Dedication LLC
California
$2.87K – – –
29 30
31
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