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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
726
Nelson Capital Management
California
$15K +$15K +400 New
GAM
727
Gemmer Asset Management
California
$12K -$3.84K -102 -24%
DA
728
Dunvegan Associates
California
$12K – – –
CFA
729
CT Financial Advisors
Pennsylvania
$11.3K – – –
CCMW
730
Cypress Capital Management (Wyoming)
Wyoming
$11.3K – – –
JAM
731
Jolley Asset Management
North Carolina
$11K -$1.69K -45 -13%
EWM
732
Edge Wealth Management
New York
$11K – – –
TFO
733
Tarbox Family Office
California
$9K +$3.84K +102 +68%
CG
734
Cutler Group
California
$9K +$9.89K +263 New
ECM
735
Estabrook Capital Management
New York
$8.51K – – –
PMFA
736
Plante Moran Financial Advisors
Michigan
$8K -$2.48K -66 -24%
SMG
737
Spectrum Management Group
Indiana
$8K – – –
AWMS
738
Advocacy Wealth Management Services
Georgia
$8K +$7.52K +200 New
AIM
739
Arcadia Investment Management
Michigan
$8K +$7.71K +205 New
WAM
740
Wolverine Asset Management
Illinois
$7K -$109K -2,900 -94%
TSU
741
TD Securities (USA)
New York
$7K -$10.2K -271 -61%
AWM
742
Avior Wealth Management
Nebraska
$7K +$75 +2 +1%
HR
743
Howe & Rusling
New York
$6K – – –
TCCM
744
Timber Creek Capital Management
Massachusetts
$6K – – –
GXMC
745
Global X Management Company
New York
$6K +$150 +4 +3%
PFBT
746
Parkside Financial Bank & Trust
Missouri
$6K +$790 +21 +15%
DBT
747
Dubuque Bank & Trust
Iowa
$6K +$6.13K +163 New
RWM
748
Raffa Wealth Management
District of Columbia
$5.07K -$451 -12 -8%
DADC
749
D.A. Davidson & Co
Montana
$5K -$14.6K -388 -72%
LWA
750
Lowe Wealth Advisors
Maryland
$5K – – –
28 29
30
31 32