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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
926
Apollon Wealth Management
South Carolina
$100K +$100K +2,042 New
CAW
927
Cornerstone Advisors (Washington)
Washington
$98K +$20.7K +422 +27%
PH
928
Pinnacle Holdings
Oklahoma
$96.8K +$25.8K +527 +37%
IAS
929
IMA Advisory Services
Colorado
$96K – – –
TFS
930
TrustCore Financial Services
Tennessee
$96K +$22K +450 +30%
CFG
931
Citizens Financial Group
Rhode Island
$92K -$9.01K -184 -9%
PCG
932
Private Capital Group
Connecticut
$91K -$71.5K -1,459 -45%
TF
933
Tompkins Financial
New York
$85K -$2.88M -58,821 -97%
CAC
934
Certified Advisory Corp
Florida
$85K -$1.08K -22 -1%
AF
935
Allworth Financial
California
$80K – – –
CFD
936
Creative Financial Designs
Indiana
$79K – – –
LC
937
Lindbrook Capital
California
$78K +$2.25K +46 +3%
AIM
938
Advantage Investment Management
Iowa
$78K +$4.85K +99 +7%
SCM
939
Silvant Capital Management
Georgia
$77K – – –
JFGIW
940
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72K – – –
WB
941
Webster Bank
Connecticut
$72K – – –
FRA
942
Front Row Advisors
California
$72K +$1.03K +21 +1%
MRCM
943
M&R Capital Management
New Jersey
$70K – – –
VCM
944
Versant Capital Management
Arizona
$69K -$12.2K -249 -15%
APC
945
Aspire Private Capital
North Carolina
$69K – – –
PCP
946
Proficio Capital Partners
Massachusetts
$69K +$35.1K +717 +103%
MIM
947
Macroview Investment Management
Maryland
$68K – – –
WAP
948
Wealthcare Advisory Partners
Pennsylvania
$68K +$441 +9 +0.7%
NFG
949
Next Financial Group
Texas
$66K +$57.1K +1,166 +641%
FGAM
950
Financial Gravity Asset Management
Texas
$62K +$46K +939 +285%
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