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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
851
Whittier Trust
California
$12K – – –
DIA
852
Davidson Investment Advisors
Montana
$11K – – –
VWA
853
V Wealth Advisors
Kansas
$11K +$10.9K +250 New
TWA
854
TCI Wealth Advisors
Arizona
$10K -$14.5K -333 -60%
FCMT
855
Founders Capital Management (Texas)
Texas
$10K -$3.26K -75 -25%
PMFA
856
Plante Moran Financial Advisors
Michigan
$10K – – –
SGAM
857
Smith Group Asset Management
Texas
$10K – – –
HR
858
Howe & Rusling
New York
$9K +$4.82K +111 +142%
GBT
859
Grove Bank & Trust
Florida
$7K – – –
IPC
860
Independent Portfolio Consultants
Florida
$7K – – –
TFO
861
Tarbox Family Office
California
$7K – – –
PCP
862
Proficio Capital Partners
Massachusetts
$7K +$347 +8 +6%
LWA
863
Lowe Wealth Advisors
Maryland
$6K – – –
RWM
864
Raffa Wealth Management
District of Columbia
$4.54K – – –
WAS
865
Winch Advisory Services
Wisconsin
$4K -$1.29M -29,627 -100%
MSFP
866
Mark Sheptoff Financial Planning
Connecticut
$4K -$43 -1 -1%
IAS
867
INR Advisory Services
Pennsylvania
$4K – – –
WAS
868
WESPAC Advisors SoCal
California
$4K – – –
BL
869
Balentine LLC
Georgia
$3K – – –
LYV
870
Live Your Vision
Pennsylvania
$3K – – –
CRC
871
Curi RMB Capital
Illinois
$3K +$738 +17 +43%
IUHSA
872
Itau Unibanco Holding S.A.
Brazil
$3K +$2.6K +60 New
SFSIG
873
San Francisco Sentry Investment Group
California
$3K +$2.6K +60 New
CHP
874
Cable Hill Partners
Oregon
$2K +$1.56K +36 +257%
WEC
875
Winslow Evans & Crocker
Massachusetts
$1.91K -$69.5K -1,600 -97%
33 34
35
36 37