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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
876
Quadrant Capital Group
Ohio
$164K -$1.44K -28 -0.8%
CLOS
877
Compagnie Lombard Odier SCmA
Switzerland
$164K – – –
BWA
878
BDO Wealth Advisors
Florida
$164K +$7.24K +141 +4%
VFA
879
Valeo Financial Advisors
Indiana
$162K -$12.3K -239 -7%
MPIA
880
Mountain Pacific Investment Advisers
Idaho
$152K +$161K +3,129 New
IFAM
881
Institutional & Family Asset Management
Colorado
$151K -$19.1K -372 -11%
STA
882
Summit Trail Advisors
New York
$147K +$155K +3,030 New
AAP
883
Arax Advisory Partners
Colorado
$146K +$150K +2,932 +4,312%
GP
884
Girard Partners
Pennsylvania
$142K +$151K +2,937 New
GI
885
Gradient Investments
Minnesota
$141K -$163K -3,176 -52%
CCM
886
Cribstone Capital Management
Maine
$141K – – –
MCM
887
Manchester Capital Management
Vermont
$140K – – –
SAM
888
Shamrock Asset Management
Texas
$133K +$8.31K +162 +6%
CAC
889
Certified Advisory Corp
Florida
$130K +$411 +8 +0.3%
BAM
890
Belpointe Asset Management
Nevada
$129K -$444K -8,656 -76%
WAP
891
Wealthcare Advisory Partners
Pennsylvania
$127K +$65.5K +1,277 +95%
TRCT
892
Tower Research Capital (TRC)
New York
$124K -$1.03M -19,975 -89%
CFG
893
Citizens Financial Group
Rhode Island
$124K -$3.59K -70 -3%
FPB
894
First PREMIER Bank
South Dakota
$124K – – –
RWA
895
Ropes Wealth Advisors
Massachusetts
$121K -$253K -4,928 -66%
KTC
896
Kistler-Tiffany Companies
Pennsylvania
$121K -$17K -332 -12%
JFGIW
897
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$118K +$13.4K +261 +12%
NEAM
898
New England Asset Management
Connecticut
$114K – – –
IAS
899
IMA Advisory Services
Colorado
$112K – – –
ARMC
900
American Research & Management Company
Massachusetts
$107K – – –
34 35
36
37 38