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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
PSB
951
Piscataqua Savings Bank
New Hampshire
$4.5K – – –
AA
952
Addison Advisors
Vermont
$4.44K – – –
WA
953
Whipplewood Advisors
Colorado
$4.44K +$4.55K +74 New
CFM
954
Cornerstone Financial Management
Massachusetts
$4.32K +$1.48K +24 +50%
SSG
955
Summit Securities Group
New York
$4.2K -$35K -569 -89%
MSWM
956
Mowery & Schoenfeld Wealth Management
Illinois
$4.12K – – –
SWM
957
SHP Wealth Management
Massachusetts
$4.02K +$3.44K +56 +509%
OAJ
958
Ogorek Anthony Joseph
New York
$4K -$5.84K -95 -58%
TCM
959
Triumph Capital Management
Colorado
$3.98K +$492 +8 +14%
PWA
960
Principia Wealth Advisory
Texas
$3.84K +$922 +15 +31%
KFG
961
Kingdom Financial Group
Arizona
$3.72K – – –
LAS
962
Lloyd Advisory Services
Georgia
$3.72K +$2.83K +46 +288%
CWP
963
Clark Wealth Partners
Illinois
$3.66K -$246 -4 -6%
TFM
964
TFC Financial Management
Massachusetts
$3.66K – – –
BHWM
965
Bay Harbor Wealth Management
Maryland
$3.54K +$860 +14 +31%
JFA
966
JNBA Financial Advisors
Minnesota
$3.48K – – –
RWM
967
Rialto Wealth Management
New York
$3.48K +$860 +14 +32%
WAG
968
Wilkerson Advisory Group
Missouri
$3.48K +$3.56K +58 New
DPW
969
DiNuzzo Private Wealth
Pennsylvania
$3.36K – – –
MHR
970
Matthew Hamilton Rosenberg
$3.18K – – –
BHWM
971
Beaird Harris Wealth Management
Texas
$3.12K – – –
SGK
972
Steigerwald Gordon & Koch
Virginia
$3.12K – – –
IBOK
973
Independence Bank of Kentucky
Kentucky
$3K – – –
HFS
974
Hughes Financial Services
Virginia
$2.76K +$369 +6 +15%
CFFP
975
Center for Financial Planning
Michigan
$2.58K – – –
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