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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
EPG
801
Estate Planners Group
Pennsylvania
$37.5K +$34.5K +643 New
SSG
802
Summit Securities Group
New York
$37.3K -$5.64K -105 -14%
DE
803
DV Equities
Illinois
$35.1K +$32.3K +601 New
VNA
804
Valley National Advisers
Pennsylvania
$35K +$161 +3 +0.5%
BONH
805
Bank of New Hampshire
New Hampshire
$32.1K – – –
CA
806
Crewe Advisors
Utah
$30.7K – – –
AWM
807
Activest Wealth Management
Florida
$30K +$27.1K +504 +5,600%
GCM
808
Gunpowder Capital Management
Maryland
$29.2K +$26.9K +500 New
C
809
Covestor
United Kingdom
$28K -$9.67K -180 -27%
CA
810
CoreCap Advisors
Michigan
$27.8K -$4.35K -81 -15%
UOTTAIMCU
811
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$26K +$23.9K +445 New
GSWM
812
Golden State Wealth Management
California
$25.7K +$161 +3 +0.7%
AWM
813
Ameliora Wealth Management
Switzerland
$24.5K – – –
GEA
814
Glen Eagle Advisors
New Jersey
$23.4K +$21.5K +400 New
EFMH
815
E Fund Management (HK)
Hong Kong
$23.3K +$19.3K +359 New
SWIM
816
Smallwood Wealth Investment Management
New Jersey
$22.1K – – –
OP
817
ORG Partners
Indiana
$21.9K +$3.92K +73 +24%
WA
818
WPG Advisers
Maryland
$21.6K – – –
DIP
819
DT Investment Partners
Pennsylvania
$21.3K – – –
HIA
820
Harbor Investment Advisory
Maryland
$20.6K +$7.74K +144 +69%
BL
821
BFSG LLC
California
$20.4K – – –
KFA
822
Kelleher Financial Advisors
New York
$20.4K – – –
WTC
823
WhitTier Trust Company
Nevada
$20.3K -$806 -15 -4%
RF
824
Roxbury Financial
New Jersey
$19.5K +$161 +3 +0.9%
PWA
825
Physician Wealth Advisors
Utah
$19.3K +$8.49K +158 +92%
31 32
33
34 35