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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
NSB
951
Norway Savings Bank
Maine
$54K +$50.1K +1,010 New
DWA
952
Dougherty Wealth Advisers
Minnesota
$53K – – –
GCM
953
Gables Capital Management
Florida
$50K – – –
BAM
954
Barrett Asset Management
New York
$48K – – –
CBT
955
Capital Bank & Trust
California
$42K -$7.48K -151 -16%
GWMIA
956
Global Wealth Management Investment Advisory
Florida
$42K – – –
PFBT
957
Parkside Financial Bank & Trust
Missouri
$41K +$644 +13 +2%
DAM
958
Delta Asset Management
Tennessee
$41K +$17.4K +352 +84%
PFSC
959
Peoples Financial Services Corp
Pennsylvania
$40K – – –
PCIA
960
Prime Capital Investment Advisors
Kansas
$40K +$24.8K +500 +200%
NIC
961
Northwest Investment Counselors
Oregon
$40K +$37.5K +756 New
FGAM
962
Financial Gravity Asset Management
Texas
$39K -$26.5K -535 -42%
FANJ
963
Financial Architects (New Jersey)
New Jersey
$39K +$2.48K +50 +7%
TF
964
Tompkins Financial
New York
$38K -$51.3K -1,035 -59%
EDRH
965
Edmond de Rothschild Holding
Switzerland
$36K +$33.3K +671 New
PMFA
966
Plante Moran Financial Advisors
Michigan
$35K – – –
TC
967
Truvestments Capital
Florida
$35K +$4.41K +89 +16%
FA
968
Financial Advantage
Maryland
$33K – – –
FA
969
Fortis Advisors
Pennsylvania
$33K +$297 +6 +1%
CH
970
Canton Hathaway
Rhode Island
$32K – – –
ME
971
McIlrath & Eck
Washington
$31K – – –
PG
972
Proffitt & Goodson
Tennessee
$31K +$14K +283 +93%
HI
973
Human Investing
Oregon
$30K – – –
PFO
974
Pathstone Family Office
New Jersey
$29K -$200K -4,030 -88%
BWM
975
BerganKDV Wealth Management
Minnesota
$29K – – –
37 38
39
40 41