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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFSIG
951
San Francisco Sentry Investment Group
California
$60K – – –
EWM
952
Executive Wealth Management
Michigan
$59K +$490 +10 +0.8%
FHA
953
Flagship Harbor Advisors
Massachusetts
$57K -$9.8K -200 -15%
NIM
954
NuWave Investment Management
New Jersey
$57K +$57.2K +1,168 New
FFC
955
First Financial Corp
Indiana
$54K – – –
EIP
956
Ellis Investment Partners
Pennsylvania
$53K +$53.2K +1,086 New
TPWA
957
TRUE Private Wealth Advisors
Oregon
$51K -$252K -5,147 -83%
AC
958
Avestar Capital
New York
$50K +$686 +14 +1%
CFG
959
CKW Financial Group
Hawaii
$49K – – –
DWA
960
Dougherty Wealth Advisers
Minnesota
$48K – – –
GCM
961
Gables Capital Management
Florida
$48K – – –
WIM
962
Westside Investment Management
California
$48K +$48.7K +994 New
CBT
963
Capital Bank & Trust
California
$46K +$15.2K +310 +50%
CB
964
CNB Bank
Pennsylvania
$44K -$7.35K -150 -14%
BAM
965
Barrett Asset Management
New York
$44K – – –
GWMIA
966
Global Wealth Management Investment Advisory
Florida
$39K – – –
PFSC
967
Peoples Financial Services Corp
Pennsylvania
$37K – – –
PFBT
968
Parkside Financial Bank & Trust
Missouri
$37K +$4.95K +101 +16%
PCM
969
Penserra Capital Management
California
$34K -$942K -19,232 -96%
FANJ
970
Financial Architects (New Jersey)
New Jersey
$34K -$558K -11,382 -94%
CCM
971
Covington Capital Management
California
$34K -$23.7K -483 -41%
PMFA
972
Plante Moran Financial Advisors
Michigan
$32K +$31.8K +650 New
FA
973
Financial Advantage
Maryland
$31K – – –
FA
974
Fortis Advisors
Pennsylvania
$30K +$245 +5 +0.8%
CH
975
Canton Hathaway
Rhode Island
$29K – – –
37 38
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