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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
926
Parallel Advisors
California
$73K -$14.4K -300 -15%
VCM
927
Versant Capital Management
Arizona
$73K – – –
CAW
928
Cornerstone Advisors (Washington)
Washington
$70K +$7.44K +155 +11%
SCM
929
Silvant Capital Management
Georgia
$68K – – –
KPW
930
Kore Private Wealth
New York
$66K +$73.5K +1,530 New
TFS
931
TrustCore Financial Services
Tennessee
$65K -$7.78K -162 -10%
WTB
932
Washington Trust Bank
Washington
$65K – – –
JFGIW
933
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$64K -$46.3K -964 -40%
LC
934
Lindbrook Capital
California
$64K +$71K +1,478 New
PH
935
Pinnacle Holdings
Oklahoma
$62.5K – – –
WB
936
Webster Bank
Connecticut
$62K -$28.8K -599 -29%
FRA
937
Front Row Advisors
California
$61K – – –
MRCM
938
M&R Capital Management
New Jersey
$61K – – –
WAP
939
Wealthcare Advisory Partners
Pennsylvania
$60K -$59.6K -1,242 -47%
MIM
940
Macroview Investment Management
Maryland
$60K – – –
NFG
941
Next Financial Group
Texas
$57K +$58.1K +1,211 +1,091%
WCM
942
WealthBridge Capital Management
Ohio
$57K +$63K +1,312 New
APC
943
Aspire Private Capital
North Carolina
$54K +$60.4K +1,258 New
NIT
944
NumerixS Investment Technologies
British Columbia, Canada
$53K +$1.92K +40 +3%
EWM
945
Executive Wealth Management
Michigan
$53K +$58.9K +1,227 New
WT
946
Whittier Trust
California
$52K +$41.7K +869 +263%
CCM
947
Covington Capital Management
California
$51K +$56.8K +1,183 New
BBA
948
Braun-Bostich & Associates
Pennsylvania
$50K – – –
DWA
949
Dougherty Wealth Advisers
Minnesota
$50K +$47.4K +987 New
FPS
950
Fieldpoint Private Securities
Connecticut
$50K +$48K +1,000 +667%
36 37
38
39 40