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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
KA
726
Klingman & Associates
New York
$75K – – –
WC
727
Whitnell & Co
Illinois
$75K – – –
JAM
728
Jolley Asset Management
North Carolina
$74K +$11.2K +300 +18%
HDIM
729
Hanson & Doremus Investment Management
Vermont
$73K -$13.8K -370 -16%
FPB
730
First PREMIER Bank
South Dakota
$67K – – –
WA
731
WFG Advisors
Texas
$64K -$42.4K -1,138 -40%
AIM
732
Acrospire Investment Management
Illinois
$63K +$26.1K +700 +72%
AIM
733
Advantage Investment Management
Iowa
$61K – – –
AF
734
Allworth Financial
California
$61K – – –
VFA
735
Virtus Fund Advisers
Connecticut
$59K -$47M -1,262,300 -100%
PH
736
Pinnacle Holdings
Oklahoma
$54.4K – – –
CFG
737
CKW Financial Group
Hawaii
$53K – – –
IR
738
IAT Reinsurance
New York
$53K – – –
FFC
739
First Financial Corp
Indiana
$49K – – –
CB
740
Community Bank
New York
$48K – – –
KTC
741
Kistler-Tiffany Companies
Pennsylvania
$44K – – –
JIC
742
Joel Isaacson & Co
New York
$44K +$37 +1 +0.1%
APSP
743
Asset Planning Services (Pennsylvania)
Pennsylvania
$39K – – –
PCA
744
Peddock Capital Advisors
Massachusetts
$38K +$37.8K +1,014 New
IPC
745
Independent Portfolio Consultants
Florida
$37K – – –
EWM
746
Edge Wealth Management
New York
$32K – – –
CAW
747
Cornerstone Advisors (Washington)
Washington
$31K +$24.4K +656 +410%
CFN
748
Cordasco Financial Network
Florida
$29K – – –
SAM
749
Solaris Asset Management
New York
$28K -$931 -25 -3%
ACS
750
Archford Capital Strategies
Illinois
$28K – – –