CZWI — Citizens Cmnty Bancorp Inc M Institutional Holders · Q3 2026
Who owns Citizens Cmnty Bancorp Inc M (CZWI)? 5 institutions reported holding $2.16M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: RFG - Bristol Wealth Advisors, LLC ($2.2M), GAMMA Investing LLC ($4,285), Farther Finance Advisors, LLC ($3,040).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | RFG - Bristol Wealth Advisors, LLC | $2.2M | 102,195 | Trimmed |
| 2 | GAMMA Investing LLC | $4,285 | 203 | Added |
| 3 | Farther Finance Advisors, LLC | $3,040 | 144 | Added |
| 4 | GK Wealth Management LLC | $126 | 6 | New |
| 5 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30