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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
726
Nelson Capital Management
California
$13K – – –
DAM
727
Delta Asset Management
Tennessee
$12K -$23.3K -700 -65%
CG
728
Cutler Group
California
$11K +$2.26K +68 +26%
GAM
729
Gemmer Asset Management
California
$10K -$33 -1 -0.3%
RWA
730
Ropes Wealth Advisors
Massachusetts
$10K +$7.47K +225 +363%
ST
731
Spot Trading
Illinois
$10K +$9.97K +300 New
CFA
732
CT Financial Advisors
Pennsylvania
$9.98K – – –
CCMW
733
Cypress Capital Management (Wyoming)
Wyoming
$9.98K – – –
EWM
734
Edge Wealth Management
New York
$9K – – –
IR
735
Invictus RG
Bermuda
$9K +$9.4K +283 New
ECM
736
Estabrook Capital Management
New York
$7.49K – – –
AIM
737
Arcadia Investment Management
Michigan
$7K – – –
PMFA
738
Plante Moran Financial Advisors
Michigan
$7K – – –
SMG
739
Spectrum Management Group
Indiana
$7K – – –
BAM
740
Barrett Asset Management
New York
$7K +$6.64K +200 New
AWM
741
Avior Wealth Management
Nebraska
$6K +$33 +1 +0.5%
TSU
742
TD Securities (USA)
New York
$6K +$33 +1 +0.6%
TFO
743
Tarbox Family Office
California
$5K -$3.39K -102 -41%
PFBT
744
Parkside Financial Bank & Trust
Missouri
$5K -$930 -28 -18%
DBT
745
Dubuque Bank & Trust
Iowa
$5K – – –
CAW
746
Cornerstone Advisors (Washington)
Washington
$5K +$1.5K +45 +39%
RWM
747
Raffa Wealth Management
District of Columbia
$4.46K – – –
LWA
748
Lowe Wealth Advisors
Maryland
$4K – – –
AIM
749
Acrospire Investment Management
Illinois
$4K +$3.52K +106 New
TWA
750
TCI Wealth Advisors
Arizona
$3K -$11.6K -349 -80%
28 29
30
31 32