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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
876
Atlantic Edge Private Wealth Management
Florida
$118K +$109K +1,683 New
CH
877
Cromwell Holdings
Wyoming
$110K +$3.67K +57 +4%
PTC
878
Private Trust Company
Ohio
$109K -$1.42K -22 -1%
CLOS
879
Compagnie Lombard Odier SCmA
Switzerland
$105K +$96.7K +1,500 New
BWA
880
Basecamp Wealth Advisors
Washington
$101K +$4.58K +71 +5%
SIC
881
SJS Investment Consulting
Ohio
$101K +$3.1K +48 +3%
ETC
882
Exchange Traded Concepts
Oklahoma
$96.6K +$1.16K +18 +1%
GWP
883
Gen-Wealth Partners
Michigan
$95.9K -$3.35K -52 -4%
TWD
884
True Wealth Design
Ohio
$93.1K +$38.2K +592 +80%
WETS
885
Wealth Enhancement Trust Services
South Dakota
$92.8K +$25.1K +390 +42%
AG
886
AmeriFlex Group
Nevada
$90.6K +$8.51K +132 +11%
APFP
887
Action Point Financial Planning
Michigan
$88.6K +$81.8K +1,268 New
MCM
888
Manchester Capital Management
Vermont
$84.4K -$580 -9 -0.7%
DAM
889
Delta Asset Management
Tennessee
$83.9K – – –
TCM
890
Timbuktu Capital Management
Massachusetts
$81.5K +$75K +1,163 New
OL
891
OneFund LLC
Florida
$80.8K -$1.8K -28 -2%
SIC
892
Salem Investment Counselors
North Carolina
$79.5K – – –
SIM
893
Synergy Investment Management
Florida
$78K +$51.6K +800 +268%
SS
894
SBI Securities
Japan
$76K +$7.09K +110 +11%
OCWP
895
Owl Creek Wealth Partners
Colorado
$75.5K +$967 +15 +1%
MI
896
Markowski Investments
Florida
$73.4K +$67.6K +1,048 New
TCOV
897
Trust Company of Vermont
Vermont
$72.4K +$66.6K +1,033 New
PWMA
898
Pension & Wealth Management Advisors
Massachusetts
$72.2K +$451 +7 +0.7%
CTC
899
Central Trust Company
Missouri
$65.4K +$903 +14 +2%
Q1WB
900
Quest 10 Wealth Builders
Virginia
$60.3K -$1.16K -18 -2%
34 35
36
37 38