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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
926
Advantage Investment Management
Iowa
$65K -$5.33K -99 -7%
WF
927
WealthTrust Fairport
Ohio
$64K +$66K +1,225 New
CFG
928
CKW Financial Group
Hawaii
$63K +$1.51K +28 +2%
CAW
929
Cornerstone Advisors (Washington)
Washington
$63K +$21.1K +391 +48%
AC
930
Avestar Capital
New York
$60K -$9.21K -171 -12%
APP
931
Avantax Planning Partners
Iowa
$59K +$61.6K +1,143 New
FFC
932
First Financial Corp
Indiana
$57K -$3.56K -66 -6%
OIA
933
Optimum Investment Advisors
Illinois
$57K +$59.2K +1,100 New
APSP
934
Asset Planning Services (Pennsylvania)
Pennsylvania
$54K – – –
PCP
935
Proficio Capital Partners
Massachusetts
$54K +$862 +16 +2%
PCA
936
Peddock Capital Advisors
Massachusetts
$53K – – –
CPA
937
Clear Perspective Advisors
Illinois
$53K +$55.2K +1,025 New
TDC
938
Thompson Davis & Co
Virginia
$52K +$10.8K +200 +25%
WIM
939
Westside Investment Management
California
$50.6K – – –
MCWS
940
McKinley Carter Wealth Services
West Virginia
$50K +$51.7K +960 New
GCM
941
Gables Capital Management
Florida
$50K +$52.1K +968 New
ST
942
Smithfield Trust
Pennsylvania
$48K – – –
PMFA
943
Plante Moran Financial Advisors
Michigan
$47K -$3.23K -60 -6%
BAM
944
Barrett Asset Management
New York
$47K – – –
YWP
945
YorkBridge Wealth Partners
New York
$43K – – –
BWP
946
Baldwin Wealth Partners
Massachusetts
$43K +$54 +1 +0.1%
CFN
947
Cordasco Financial Network
Florida
$42K – – –
KA
948
Kaizen Advisory
Illinois
$41K -$1.2M -22,349 -97%
HDIM
949
Hanson & Doremus Investment Management
Vermont
$40K – – –
PFSC
950
Peoples Financial Services Corp
Pennsylvania
$39K – – –
36 37
38
39 40