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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
901
Clark Wealth Partners
Illinois
$3.8K – – –
KFG
902
Kingdom Financial Group
Arizona
$3.62K +$3.33K +62 New
TFM
903
TFC Financial Management
Massachusetts
$3.56K – – –
TCM
904
Triumph Capital Management
Colorado
$3.39K +$3.12K +58 New
JFA
905
JNBA Financial Advisors
Minnesota
$3.39K +$3.12K +58 New
WWA
906
Wealth Watch Advisors
Colorado
$3.33K +$2.36K +44 +338%
DPW
907
DiNuzzo Private Wealth
Pennsylvania
$3.27K – – –
EWP
908
Elevation Wealth Partners
California
$3.27K – – –
MHR
909
Matthew Hamilton Rosenberg
$3.1K – – –
DF
910
Dunhill Financial
United Kingdom
$3.08K -$3.71K -69 -57%
BHWM
911
Beaird Harris Wealth Management
Texas
$3.04K – – –
SGK
912
Steigerwald Gordon & Koch
Virginia
$3.04K – – –
IBOK
913
Independence Bank of Kentucky
Kentucky
$2.92K +$2.69K +50 New
PWA
914
Principia Wealth Advisory
Texas
$2.86K -$161 -3 -6%
RWM
915
Raffa Wealth Management
District of Columbia
$2.86K – – –
BIA
916
Bell Investment Advisors
California
$2.8K +$215 +4 +9%
CFM
917
Cornerstone Financial Management
Massachusetts
$2.8K +$2.58K +48 New
HNW
918
High Note Wealth
Minnesota
$2.75K +$161 +3 +7%
STB
919
S&T Bank
Pennsylvania
$2.69K -$6.45K -120 -72%
BHWM
920
Bay Harbor Wealth Management
Maryland
$2.63K +$913 +17 +61%
S
921
Sachetta
Massachusetts
$2.57K – – –
RWM
922
Rialto Wealth Management
New York
$2.57K +$430 +8 +22%
CFFP
923
Center for Financial Planning
Michigan
$2.51K – – –
KG
924
Kilter Group
New York
$2.34K +$806 +15 +60%
HFS
925
Hughes Financial Services
Virginia
$2.34K – – –
35 36
37
38 39