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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
901
Boreal Capital Management
Florida
$10.4K – – –
CPBTD
902
Central Pacific Bank - Trust Division
Hawaii
$10.4K +$10.6K +173 New
CFD
903
Creative Financial Designs
Indiana
$10.3K – – –
DSC
904
Duncker Streett & Co
Missouri
$10.2K – – –
HWA
905
HHM Wealth Advisors
Tennessee
$9.84K – – –
CSC
906
Caldwell Sutter Capital
California
$9.54K – – –
TGY2IT
907
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$9.05K +$9.28K +151 New
TFIPS
908
Towarzystwo Funduszy Inwestycyjnych PZU SA
$9K -$49.8K -810 -84%
HIA
909
Harbor Investment Advisory
Maryland
$8.64K -$12.8K -209 -59%
PWMG
910
Prestige Wealth Management Group
New Jersey
$8.64K – – –
PWMG
911
Private Wealth Management Group
New Jersey
$8.64K – – –
FMP
912
Financial Management Professionals
Texas
$8.52K – – –
AF
913
Advisornet Financial
Minnesota
$8.46K +$123 +2 +1%
NEWAS
914
N.E.W. Advisory Services
Wisconsin
$7.92K – – –
ADL
915
Asset Dedication LLC
California
$7.8K +$492 +8 +7%
PGAM
916
Princeton Global Asset Management
New Jersey
$7.74K – – –
TM
917
Torren Management
California
$7.51K -$3.2K -52 -29%
NFSG
918
Newbridge Financial Services Group
Florida
$7.26K – – –
NRG
919
Nemes Rush Group
Michigan
$7.2K – – –
BWL
920
Bogart Wealth LLC
Virginia
$7.2K +$1.48K +24 +25%
HHCP
921
Hilton Head Capital Partners
South Carolina
$7.14K – – –
CT
922
Colonial Trust
South Carolina
$7.02K +$2.77K +45 +63%
CAL
923
Capital Advisors Ltd
Ohio
$7K – – –
CCM
924
Chilton Capital Management
Texas
$6.96K +$6.45K +105 +955%
KFP
925
Kerr Financial Planning
California
$6.79K +$61 +1 +1%
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37
38 39