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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
951
IFP Advisors
Florida
$59K -$1.48M -30,322 -96%
EWM
952
Executive Wealth Management
Michigan
$56K -$1.32K -27 -2%
SFSIG
953
San Francisco Sentry Investment Group
California
$56K +$22.9K +470 +63%
CCM
954
Covington Capital Management
California
$55K – – –
BWP
955
Baldwin Wealth Partners
Massachusetts
$55K +$1.8K +37 +3%
FPS
956
Fieldpoint Private Securities
Connecticut
$54K – – –
FFC
957
First Financial Corp
Indiana
$51K – – –
JIP
958
JBJ Investment Partners
South Carolina
$51K +$53.5K +1,097 New
CB
959
CNB Bank
Pennsylvania
$49K – – –
AC
960
Avestar Capital
New York
$47K – – –
CFG
961
CKW Financial Group
Hawaii
$47K – – –
PCA
962
Peddock Capital Advisors
Massachusetts
$47K – – –
DWA
963
Dougherty Wealth Advisers
Minnesota
$46K – – –
GCM
964
Gables Capital Management
Florida
$45K – – –
OIA
965
OneDigital Investment Advisors
Kansas
$45K +$28K +573 +149%
BAM
966
Barrett Asset Management
New York
$42K – – –
ST
967
Smithfield Trust
Pennsylvania
$42K – – –
RFM
968
Royal Fund Management
Florida
$41K -$8.73K -179 -17%
GWMIA
969
Global Wealth Management Investment Advisory
Florida
$37K – – –
PFSC
970
Peoples Financial Services Corp
Pennsylvania
$35K – – –
PCP
971
Proficio Capital Partners
Massachusetts
$32K +$2.54K +52 +8%
TL
972
TrueWealth LLC
Georgia
$32K +$7.76K +159 +31%
MSA
973
Marino Stram & Associates
Massachusetts
$32K +$33K +677 New
PCA
974
Providence Capital Advisors
North Carolina
$30K -$2.22M -45,493 -99%
PFBT
975
Parkside Financial Bank & Trust
Missouri
$30K +$7.66K +157 +32%
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39
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