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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
751
Robbins Farley
New Hampshire
$4.03K – – –
CT
752
Colonial Trust
South Carolina
$3.94K -$827 -21 -19%
SVCP
753
Silicon Valley Capital Partners
California
$3.85K +$3.38K +86 New
HWP
754
Highline Wealth Partners
California
$3.79K +$39 +1 +1%
PSB
755
Piscataqua Savings Bank
New Hampshire
$3.36K – – –
RS
756
Rakuten Securities
Japan
$3.31K +$2.87K +73 +7,300%
ADL
757
Asset Dedication LLC
California
$3.13K – – –
MSWM
758
Mowery & Schoenfeld Wealth Management
Illinois
$3.07K – – –
TFM
759
TFC Financial Management
Massachusetts
$2.73K – – –
TWD
760
True Wealth Design
Ohio
$2.64K -$113K -2,873 -98%
PFPT
761
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.55K – – –
DPW
762
DiNuzzo Private Wealth
Pennsylvania
$2.51K -$118 -3 -5%
MHR
763
Matthew Hamilton Rosenberg
$2.37K – – –
FNWA
764
Financial Network Wealth Advisors
Utah
$2.37K +$2.09K +53 New
BHWM
765
Beaird Harris Wealth Management
Texas
$2.33K +$2.05K +52 New
PWA
766
Physician Wealth Advisors
Utah
$2.28K +$2.01K +51 New
TCA
767
Trifecta Capital Advisors
Illinois
$2.24K – – –
RWM
768
Raffa Wealth Management
District of Columbia
$2.19K – – –
AUB
769
Atlantic Union Bankshares
Virginia
$2.06K +$1.81K +46 New
HNW
770
High Note Wealth
Minnesota
$1.97K – – –
S
771
Sachetta
Massachusetts
$1.97K – – –
PWA
772
Principia Wealth Advisory
Texas
$1.97K +$472 +12 +38%
CFFP
773
Center for Financial Planning
Michigan
$1.93K – – –
EPW
774
Evergreen Private Wealth
Colorado
$1.88K +$1.65K +42 New
HFS
775
Hughes Financial Services
Virginia
$1.88K -$276 -7 -15%
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32 33