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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
CNBTD
751
Citizens National Bank Trust Department
Mississippi
$15.9K – – –
WSFS
752
Wilmington Savings Fund Society
Delaware
$15.8K -$222K -4,461 -94%
CIAS
753
CBIZ Investment Advisory Services
Ohio
$15.3K -$548 -11 -4%
FHC
754
First Horizon Corporation
Tennessee
$14.4K +$13.5K +271 New
FFA
755
Frazier Financial Advisors
Ohio
$14.4K – – –
JWM
756
JPL Wealth Management
Colorado
$14.3K +$13.4K +269 New
RWS
757
Retirement Wealth Solutions
Wisconsin
$13.4K – – –
Q1WB
758
Quest 10 Wealth Builders
Virginia
$13.1K +$1.04K +21 +9%
CPG
759
Cornerstone Planning Group
New Jersey
$12.1K +$6.22K +125 +109%
SS
760
Sunbelt Securities
Texas
$12.1K +$11.3K +227 New
IA
761
Icon Advisers
Colorado
$12K +$11.2K +225 New
BC
762
Barrett & Company
Rhode Island
$11.6K – – –
SWP
763
Strategic Wealth Partners
Ohio
$11.5K – – –
LSA
764
Leonteq Securities AG
Switzerland
$11.5K -$235K -4,714 -96%
HIA
765
Harbor Investment Advisory
Maryland
$11.1K – – –
DRP
766
Decker Retirement Planning
Utah
$10.9K – – –
MSWA
767
Marshall & Sterling Wealth Advisors
New York
$10.7K – – –
WPA
768
Wealth Preservation Advisors
Tennessee
$10.6K -$4.98K -100 -33%
NSIM
769
North Star Investment Management
Illinois
$10.6K – – –
KFI
770
Key Financial Inc
Pennsylvania
$10.6K +$5.47K +110 +121%
SL
771
Salomon & Ludwin
Virginia
$10.4K +$9.66K +194 New
BCM
772
Boreal Capital Management
Florida
$9.2K – – –
PWA
773
Physician Wealth Advisors
Utah
$9.14K +$6.02K +121 +237%
CFD
774
Creative Financial Designs
Indiana
$9.09K – – –
DSC
775
Duncker Streett & Co
Missouri
$9.04K – – –
29 30
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