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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
901
Ellevest Inc
New York
$147K +$147K +3,000 New
GI
902
Gradient Investments
Minnesota
$143K +$5.09K +104 +4%
CCM
903
Cribstone Capital Management
Maine
$142K – – –
ACS
904
Archford Capital Strategies
Illinois
$137K -$377K -7,690 -73%
BC
905
Barnett & Company
Tennessee
$136K -$48.9K -999 -26%
HCM
906
Highlander Capital Management
New Jersey
$134K – – –
LWA
907
Lenox Wealth Advisors
New York
$133K -$4.36K -89 -3%
PRC
908
Pearl River Capital
Michigan
$129K +$128K +2,616 New
RA
909
Rational Advisors
New York
$127K +$127K +2,596 New
FPB
910
First PREMIER Bank
South Dakota
$125K – – –
TFA
911
Transamerica Financial Advisors
Florida
$125K +$124K +2,537 New
ST
912
Smithfield Trust
Pennsylvania
$122K +$76.7K +1,566 +172%
SAM
913
Shamrock Asset Management
Texas
$119K -$15.3K -312 -11%
WTC
914
WhitTier Trust Company
Nevada
$117K +$196 +4 +0.2%
NEAM
915
New England Asset Management
Connecticut
$115K – – –
GLI
916
Guardian Life Insurance
New York
$109K +$833 +17 +0.8%
ARMC
917
American Research & Management Company
Massachusetts
$108K – – –
KTC
918
Kistler-Tiffany Companies
Pennsylvania
$106K -$11.4K -232 -10%
MCM
919
Manchester Capital Management
Vermont
$104K – – –
AWM
920
Apollon Wealth Management
South Carolina
$100K +$100K +2,042 New
CAW
921
Cornerstone Advisors (Washington)
Washington
$98K +$20.7K +422 +27%
PH
922
Pinnacle Holdings
Oklahoma
$96.8K +$25.8K +527 +37%
IAS
923
IMA Advisory Services
Colorado
$96K – – –
TFS
924
TrustCore Financial Services
Tennessee
$96K +$22K +450 +30%
CFG
925
Citizens Financial Group
Rhode Island
$92K -$9.01K -184 -9%
35 36
37
38 39