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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
SHIM
1001
Stone House Investment Management
Pennsylvania
$6.73K +$903 +14 +17%
SC
1002
SouthState Corp
Florida
$6.59K – – –
KFI
1003
Key Financial Inc
Pennsylvania
$6.38K – – –
HNW
1004
High Note Wealth
Minnesota
$6.38K +$709 +11 +14%
PIS
1005
POM Investment Strategies
North Carolina
$6.31K – – –
BHWM
1006
Bay Harbor Wealth Management
Maryland
$6.1K +$1.8K +28 +47%
DF
1007
Dunhill Financial
United Kingdom
$6.07K +$387 +6 +8%
NL
1008
NVWM LLC
Pennsylvania
$5.98K +$322 +5 +6%
SWM
1009
SHP Wealth Management
Massachusetts
$5.89K +$1.1K +17 +25%
RWM
1010
Rialto Wealth Management
New York
$5.47K +$1.29K +20 +34%
CCMI
1011
Creative Capital Management Investments
California
$5.46K +$5.03K +78 New
ABC
1012
Anchor Bay Capital
California
$5.45K +$4.84K +75 New
AT
1013
Arlington Trust
Alabama
$5.39K – – –
DWM
1014
Dogwood Wealth Management
Kansas
$5.33K – – –
BSB
1015
Bangor Savings Bank
Maine
$5.25K – – –
PSB
1016
Piscataqua Savings Bank
New Hampshire
$5.25K – – –
TCM
1017
Triumph Capital Management
Colorado
$4.88K +$258 +4 +6%
MSWM
1018
Mowery & Schoenfeld Wealth Management
Illinois
$4.81K – – –
LCM
1019
Logan Capital Management
Pennsylvania
$4.74K +$4.38K +68 New
HFS
1020
Hughes Financial Services
Virginia
$4.48K +$1.16K +18 +39%
KFG
1021
Kingdom Financial Group
Arizona
$4.34K – – –
TFM
1022
TFC Financial Management
Massachusetts
$4.28K – – –
QL
1023
Quarry LP
New York
$4.2K -$34.8K -540 -90%
CWP
1024
Clark Wealth Partners
Illinois
$4.13K -$129 -2 -3%
ACA
1025
American Capital Advisory
Idaho
$4.13K +$1.03K +16 +37%
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