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Citizens Financial Group
CFG

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMI
1151
Legacy Wealth Management (Idaho)
Idaho
– -$125K -2,080 Closed
WPA
1152
Wealth Preservation Advisors
Tennessee
– -$37.5K -625 Closed
TPWA
1153
Twin Peaks Wealth Advisors
California
– -$26.3K -438 Closed
WTC
1154
WhitTier Trust Company
Nevada
– -$23.5K -382 Closed
GSEP
1155
Golden State Equity Partners
California
– -$22.2K -370 Closed
AGWCA
1156
Annis Gardner Whiting Capital Advisors
Florida
– -$21.6K -360 Closed
DWP
1157
Destiny Wealth Partners
Florida
– -$20.7K -345 Closed
EC
1158
Elequin Capital
New York
– -$19.4K -324 Closed
TGY2IT
1159
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$9.05K -151 Closed
CCM
1160
Chilton Capital Management
Texas
– -$6.96K -116 Closed
SRCM
1161
Signature Resources Capital Management
California
– -$6.04K -101 Closed
S
1162
Sachetta
Massachusetts
– -$5.16K -86 Closed
HFM
1163
Harvest Fund Management
China
– -$5K -84 Closed
CFG
1164
Clayton Financial Group
Missouri
– -$4.8K -80 Closed
AA
1165
Addison Advisors
Vermont
– -$4.44K -74 Closed
AP
1166
Aspect Partners
Virginia
– -$2.1K -35 Closed
VWM
1167
Vermillion Wealth Management
Minnesota
– -$1.74K -29 Closed
PWA
1168
Portus Wealth Advisors
North Carolina
– -$1.2K -20 Closed
TWM
1169
TopTier Wealth Management
Wisconsin
– -$720 -12 Closed
TCOT
1170
Trust Company of Toledo
Ohio
– -$300 -5 Closed
CW
1171
Curio Wealth
Maryland
– -$240 -4 Closed
AFG
1172
Albion Financial Group
Utah
– -$180 -3 Closed
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