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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
JGCM
1001
Joseph Group Capital Management
Ohio
$7.43K +$6.83K +106 New
KFP
1002
Kerr Financial Planning
California
$7.33K – – –
NB
1003
NBT Bank
New York
$7.22K -$64.7K -1,003 -91%
SSG
1004
Summit Securities Group
New York
$6.87K +$1.8K +28 +40%
AF
1005
Advisornet Financial
Minnesota
$6.82K -$2.84K -44 -31%
SHIM
1006
Stone House Investment Management
Pennsylvania
$6.73K +$903 +14 +17%
SC
1007
SouthState Corp
Florida
$6.59K – – –
KFI
1008
Key Financial Inc
Pennsylvania
$6.38K – – –
HNW
1009
High Note Wealth
Minnesota
$6.38K +$709 +11 +14%
PIS
1010
POM Investment Strategies
North Carolina
$6.31K – – –
BHWM
1011
Bay Harbor Wealth Management
Maryland
$6.1K +$1.8K +28 +47%
DF
1012
Dunhill Financial
United Kingdom
$6.07K +$387 +6 +8%
NL
1013
NVWM LLC
Pennsylvania
$5.98K +$322 +5 +6%
SWM
1014
SHP Wealth Management
Massachusetts
$5.89K +$1.1K +17 +25%
PWA
1015
Principia Wealth Advisory
Texas
$5.75K +$1.16K +18 +28%
RWM
1016
Rialto Wealth Management
New York
$5.47K +$1.29K +20 +34%
CCMI
1017
Creative Capital Management Investments
California
$5.46K +$5.03K +78 New
ABC
1018
Anchor Bay Capital
California
$5.45K +$4.84K +75 New
AT
1019
Arlington Trust
Alabama
$5.39K – – –
DWM
1020
Dogwood Wealth Management
Kansas
$5.33K – – –
BSB
1021
Bangor Savings Bank
Maine
$5.25K – – –
PSB
1022
Piscataqua Savings Bank
New Hampshire
$5.25K – – –
TCM
1023
Triumph Capital Management
Colorado
$4.88K +$258 +4 +6%
MSWM
1024
Mowery & Schoenfeld Wealth Management
Illinois
$4.81K – – –
LCM
1025
Logan Capital Management
Pennsylvania
$4.74K +$4.38K +68 New
39 40
41
42 43