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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
926
Private Capital Group
Connecticut
$91K -$71.5K -1,459 -45%
TF
927
Tompkins Financial
New York
$85K -$2.88M -58,821 -97%
CAC
928
Certified Advisory Corp
Florida
$85K -$1.08K -22 -1%
AF
929
Allworth Financial
California
$80K – – –
CFD
930
Creative Financial Designs
Indiana
$79K – – –
LC
931
Lindbrook Capital
California
$78K +$2.25K +46 +3%
AIM
932
Advantage Investment Management
Iowa
$78K +$4.85K +99 +7%
SCM
933
Silvant Capital Management
Georgia
$77K – – –
JFGIW
934
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72K – – –
WB
935
Webster Bank
Connecticut
$72K – – –
FRA
936
Front Row Advisors
California
$72K +$1.03K +21 +1%
MRCM
937
M&R Capital Management
New Jersey
$70K – – –
VCM
938
Versant Capital Management
Arizona
$69K -$12.2K -249 -15%
APC
939
Aspire Private Capital
North Carolina
$69K – – –
PCP
940
Proficio Capital Partners
Massachusetts
$69K +$35.1K +717 +103%
MIM
941
Macroview Investment Management
Maryland
$68K – – –
WAP
942
Wealthcare Advisory Partners
Pennsylvania
$68K +$441 +9 +0.7%
NFG
943
Next Financial Group
Texas
$66K +$57.1K +1,166 +641%
FGAM
944
Financial Gravity Asset Management
Texas
$62K +$46K +939 +285%
SFSIG
945
San Francisco Sentry Investment Group
California
$60K – – –
EWM
946
Executive Wealth Management
Michigan
$59K +$490 +10 +0.8%
FHA
947
Flagship Harbor Advisors
Massachusetts
$57K -$9.8K -200 -15%
NIM
948
NuWave Investment Management
New Jersey
$57K +$57.2K +1,168 New
FFC
949
First Financial Corp
Indiana
$54K – – –
EIP
950
Ellis Investment Partners
Pennsylvania
$53K +$53.2K +1,086 New
36 37
38
39 40