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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1076
WestEnd Advisors
North Carolina
$1.05K +$129 +2 +15%
NWM
1077
Navigoe Wealth Management
California
$1K +$1.16K +18 New
UCB
1078
United Community Bank
South Carolina
$981 – – –
SEP
1079
Signature Equity Partners
Ohio
$911 – – –
NWS
1080
Nvest Wealth Strategies
Ohio
$841 +$451 +7 +140%
BFS
1081
Bare Financial Services
Pennsylvania
$771 – – –
SFS
1082
Sunrise Financial Services
Washington
$771 +$709 +11 New
EIP
1083
Essential Investment Partners
Colorado
$701 – – –
WIM
1084
Westside Investment Management
California
$701 – – –
BFPW
1085
BOK Financial Private Wealth
Colorado
$701 +$645 +10 New
DF
1086
DecisionPoint Financial
Arizona
$647 +$580 +9 New
NL
1087
NorthAvenue LLC
Ohio
$561 – – –
SA
1088
Seneschal Advisors
Washington
$561 – – –
RPA
1089
Redwood Park Advisors
California
$491 – – –
MB
1090
MidFirst Bank
Oklahoma
$420 – – –
PMFA
1091
Plante Moran Financial Advisors
Michigan
$420 +$387 +6 New
SWAG
1092
Spectrum Wealth Advisory Group
California
$353 +$322 +5 New
MWA
1093
Medallion Wealth Advisors
Connecticut
$350 +$322 +5 New
HHGA
1094
Halbert Hargrove Global Advisors
California
$345 +$322 +5 New
3FI
1095
3 Factor Indexing
California
$211 – – –
MCA
1096
Maryland Capital Advisors
Maryland
$211 +$193 +3 New
GPFA
1097
Game Plan Financial Advisors
Ohio
$210 +$193 +3 New
HIA
1098
Highland Investment Advisors
Florida
$140 +$129 +2 New
RJA
1099
Ross\Johnson & Associates
Minnesota
$70 +$64 +1 New
YDMI
1100
Y.D. More Investments
Israel
$64 +$64 +1 +0.4%
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44
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