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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
1076
AA Financial Advisors
Ohio
$440K +$18.6K +404 +5%
SPA
1077
Sherbrooke Park Advisers
New York
$440K +$412K +8,941 New
PWPS
1078
Pinnacle Wealth Planning Services
Ohio
$439K -$3.55K -77 -0.9%
FA
1079
Fiducient Advisors
Illinois
$439K – – –
FLPIM
1080
F.L. Putnam Investment Management
Massachusetts
$438K +$410K +8,909 New
WIM
1081
Walsky Investment Management
Pennsylvania
$438K +$410K +8,901 New
BS
1082
Banco Santander
Spain
$434K -$55.5K -1,204 -12%
VI
1083
Versor Investments
New York
$433K -$746K -16,200 -65%
RF
1084
Roxbury Financial
New Jersey
$433K -$29.4K -638 -7%
AT
1085
Avalon Trust
New Mexico
$432K -$1.47K -32 -0.4%
PWMAG
1086
Pinnacle Wealth Management Advisory Group
New Jersey
$430K +$4.61K +100 +1%
AIP
1087
Almanack Investment Partners
Pennsylvania
$430K +$403K +8,742 New
TWPM
1088
Total Wealth Planning & Management
Florida
$430K +$402K +8,736 New
EI
1089
Ellevest Inc
New York
$430K -$32.3K -702 -7%
SFA
1090
Souders Financial Advisors
Ohio
$428K +$18.3K +398 +5%
SIA
1091
SkyView Investment Advisors
New Jersey
$427K – – –
BCWM
1092
Bartlett & Co Wealth Management
Ohio
$426K -$69.8K -1,515 -15%
LF
1093
Lantz Financial
Illinois
$425K +$26.3K +572 +7%
NSIM
1094
North Star Investment Management
Illinois
$425K -$125K -2,709 -24%
NRI
1095
NFP Retirement Inc
California
$424K +$46 +1 +0%
JSW
1096
Journey Strategic Wealth
New Jersey
$424K +$7.05K +153 +2%
LF
1097
Lansforsakringar Fondforvaltning
Sweden
$424K – – –
BAM
1098
Belleair Asset Management
Florida
$422K +$395K +8,574 New
BWM
1099
BankPlus Wealth Management
Mississippi
$420K -$13.5K -293 -3%
BAM
1100
Broyhill Asset Management
North Carolina
$417K -$352K -7,650 -47%
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