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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
801
Colonial Trust
South Carolina
$4.68K – – –
HWP
802
Highline Wealth Partners
California
$4.53K – – –
BI
803
Binnacle Investments
Iowa
$3.99K +$2.29K +46 +159%
PSB
804
Piscataqua Savings Bank
New Hampshire
$3.99K – – –
AA
805
Addison Advisors
Vermont
$3.93K -$1.79K -36 -33%
TIM
806
Tortoise Investment Management
New York
$3.83K +$1.54K +31 +76%
CWP
807
Clark Wealth Partners
Illinois
$3.8K +$2.14K +43 +195%
MSWM
808
Mowery & Schoenfeld Wealth Management
Illinois
$3.65K – – –
TFM
809
TFC Financial Management
Massachusetts
$3.24K – – –
EWP
810
Elevation Wealth Partners
California
$2.98K +$2.79K +56 New
DPW
811
DiNuzzo Private Wealth
Pennsylvania
$2.93K – – –
MHR
812
Matthew Hamilton Rosenberg
$2.82K – – –
BHWM
813
Beaird Harris Wealth Management
Texas
$2.77K – – –
AGWCA
814
Annis Gardner Whiting Capital Advisors
Florida
$2.77K +$1.74K +35 +206%
PWA
815
Principia Wealth Advisory
Texas
$2.76K +$398 +8 +18%
SGK
816
Steigerwald Gordon & Koch
Virginia
$2.76K +$2.59K +52 New
TCA
817
Trifecta Capital Advisors
Illinois
$2.66K – – –
RWM
818
Raffa Wealth Management
District of Columbia
$2.6K – – –
S
819
Sachetta
Massachusetts
$2.34K – – –
BIA
820
Bell Investment Advisors
California
$2.34K +$498 +10 +29%
HNW
821
High Note Wealth
Minnesota
$2.34K – – –
CFFP
822
Center for Financial Planning
Michigan
$2.29K – – –
MAM
823
Marquette Asset Management
Minnesota
$2.29K +$2.14K +43 New
HFS
824
Hughes Financial Services
Virginia
$2.09K – – –
HPC
825
HM Payson & Co
Maine
$2.02K – – –
31 32
33
34 35