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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
901
Mount Yale Investment Advisors
Colorado
$104K -$14.4K -281 -12%
WTC
902
WhitTier Trust Company
Nevada
$104K – – –
ZB
903
Zions Bancorporation
Utah
$102K +$107K +2,092 New
WB
904
Webster Bank
Connecticut
$99K – – –
PA
905
Parallel Advisors
California
$97K – – –
RA
906
Rational Advisors
New York
$94K +$69.5K +1,355 +235%
PCM
907
Prelude Capital Management
New York
$91K -$493K -9,610 -84%
KA
908
Kaizen Advisory
Illinois
$90K – – –
AIM
909
Advantage Investment Management
Iowa
$87K +$33.9K +660 +58%
SWM
910
Selective Wealth Management
Virginia
$86K +$91.3K +1,779 New
CFGS
911
Concourse Financial Group Securities
Alabama
$83K +$87.8K +1,710 New
PCG
912
Private Capital Group
Connecticut
$82K -$8.83K -172 -9%
VCM
913
Versant Capital Management
Arizona
$82K -$2.98K -58 -3%
TFS
914
TrustCore Financial Services
Tennessee
$80K – – –
AF
915
Allworth Financial
California
$79K – – –
WVP
916
Worth Venture Partners
New Jersey
$76K -$191K -3,730 -71%
SCM
917
Silvant Capital Management
Georgia
$76K – – –
WTB
918
Washington Trust Bank
Washington
$73K -$33.4K -651 -30%
CAW
919
Cornerstone Advisors (Washington)
Washington
$71K +$12.3K +240 +20%
PH
920
Pinnacle Holdings
Oklahoma
$70K – – –
MRCM
921
M&R Capital Management
New Jersey
$69K – – –
MIM
922
Macroview Investment Management
Maryland
$68K – – –
NIT
923
NumerixS Investment Technologies
British Columbia, Canada
$59K +$61.6K +1,200 New
CFG
924
CKW Financial Group
Hawaii
$58K – – –
ST
925
Sageworth Trust
Pennsylvania
$56K – – –
35 36
37
38 39