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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
776
Advisornet Financial
Minnesota
$3.02K -$2.74K -62 -47%
FIM
777
FWL Investment Management
Texas
$2.84K -$5.08K -115 -64%
S
778
Sachetta
Massachusetts
$2.63K -$6.01K -136 -69%
FLP
779
Financial Life Planners
Arizona
$2.63K +$2.65K +60 New
TFM
780
TFC Financial Management
Massachusetts
$2.54K +$840 +19 +49%
AGWCA
781
Annis Gardner Whiting Capital Advisors
Florida
$2.54K +$2.56K +58 New
BF
782
BOK Financial
Oklahoma
$2.38K -$486 -11 -17%
BHWM
783
Beaird Harris Wealth Management
Texas
$2.36K – – –
PFPT
784
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.34K – – –
DPW
785
DiNuzzo Private Wealth
Pennsylvania
$2.28K +$265 +6 +13%
TCA
786
Trifecta Capital Advisors
Illinois
$2.19K – – –
NRG
787
Nemes Rush Group
Michigan
$2.19K +$2.21K +50 New
RWM
788
Raffa Wealth Management
District of Columbia
$2.14K – – –
HNW
789
High Note Wealth
Minnesota
$1.93K +$1.95K +44 New
CFFP
790
Center for Financial Planning
Michigan
$1.88K – – –
SIC
791
SJS Investment Consulting
Ohio
$1.79K +$88 +2 +5%
HPC
792
HM Payson & Co
Maine
$1.66K -$1.1K -25 -40%
BIA
793
Bell Investment Advisors
California
$1.49K -$1.64K -37 -52%
CWM
794
Crowley Wealth Management
Delaware
$1.4K +$1.42K +32 New
PHK
795
Point72 Hong Kong
Hong Kong
$1.36K -$2.95M -66,820 -100%
CSWM
796
Cassady Schiller Wealth Management
Ohio
$1.23K +$1.24K +28 New
MSG
797
Main Street Group
Virginia
$1.22K – – –
SC
798
Swan Capital
Florida
$1.09K – – –
OP
799
ORG Partners
Indiana
$1.06K – – –
JFG
800
JDM Financial Group
Texas
$1.01K – – –
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32
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