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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
976
Valued Wealth Advisors
Utah
$2.28K +$2.33K +38 New
IWM
977
IMG Wealth Management
Florida
$2.22K +$1.41K +23 +164%
BW
978
Basepoint Wealth
Iowa
$2.13K +$61 +1 +3%
AP
979
Aspect Partners
Virginia
$2.1K – – –
DIP
980
DT Investment Partners
Pennsylvania
$2.04K -$20.3K -330 -91%
BIA
981
Bell Investment Advisors
California
$2.04K -$860 -14 -29%
PP
982
PFS Partners
New Jersey
$1.8K – – –
MSG
983
Main Street Group
Virginia
$1.75K +$1.78K +29 New
VWM
984
Vermillion Wealth Management
Minnesota
$1.74K +$1.78K +29 New
FC
985
Financial Consulate
Maryland
$1.56K – – –
TC
986
Truvestments Capital
Florida
$1.56K +$860 +14 +117%
SC
987
Swan Capital
Florida
$1.5K – – –
MAM
988
Marquette Asset Management
Minnesota
$1.32K +$1.35K +22 New
HIA
989
HFM Investment Advisors
New Jersey
$1.32K -$5.1K -83 -79%
PWA
990
Portus Wealth Advisors
North Carolina
$1.2K +$1.23K +20 New
CTWM
991
Cherry Tree Wealth Management
Minnesota
$1.05K – – –
CMP
992
Coston McIsaac & Partners
Maine
$1K – – –
PJC
993
Phillip James Consulting
Minnesota
$1K +$1.17K +19 New
CTB
994
Country Trust Bank
Illinois
$960 – – –
QWM
995
Quaker Wealth Management
New Jersey
$960 +$369 +6 +60%
IPS
996
Investors Portfolio Services
Washington
$911 -$61 -1 -6%
UCB
997
United Community Bank
South Carolina
$840 – – –
SEP
998
Signature Equity Partners
Ohio
$780 – – –
WA
999
WestEnd Advisors
North Carolina
$780 – – –
AIM
1000
Arcadia Investment Management
Michigan
$720 – – –
38 39
40
41 42