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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BBNA
1101
Bremer Bank National Association
Minnesota
– -$78K -1,514 Closed
WTB
1102
Washington Trust Bank
Washington
– -$70K -1,506 Closed
WCM
1103
WealthBridge Capital Management
Ohio
– -$65K -1,312 Closed
IFAM
1104
Institutional & Family Asset Management
Colorado
– -$60K -1,285 Closed
BWP
1105
Baldwin Wealth Partners
Massachusetts
– -$57.7K -1,178 -100%
FPS
1106
Fieldpoint Private Securities
Connecticut
– -$54K -1,150 Closed
JIP
1107
JBJ Investment Partners
South Carolina
– -$51K -1,097 Closed
PCA
1108
Peddock Capital Advisors
Massachusetts
– -$47K -1,014 Closed
FNC
1109
First National Corp
Massachusetts
– -$24K -970 Closed
MSA
1110
Marino Stram & Associates
Massachusetts
– -$32K -677 Closed
BAMG
1111
Brand Asset Management Group
Missouri
– -$23K -500 Closed
FC
1112
Ferris Capital
Massachusetts
– -$17K -369 Closed
DWM
1113
Destination Wealth Management
California
– -$12K -266 Closed
1IA
1114
1834 Investment Advisors
Wisconsin
– -$12K -253 Closed
WAS
1115
WESPAC Advisors SoCal
California
– -$11K -250 Closed
RWM
1116
Raffa Wealth Management
District of Columbia
– -$7.77K -167 Closed
PWM
1117
PRW Wealth Management
Massachusetts
– -$7K -147 Closed
ST
1118
Sageworth Trust
Pennsylvania
– -$6K -120 Closed
AIA
1119
Alera Investment Advisors
Illinois
– -$6K -119 Closed
OFW
1120
Omnia Family Wealth
Florida
– -$5K -99 Closed
LFG
1121
LifePlan Financial Group
Ohio
– -$5K -97 Closed
WOC
1122
West Oak Capital
California
– -$4K -87 Closed
GSWM
1123
Golden State Wealth Management
California
– -$4K -83 Closed
WEC
1124
Winslow Evans & Crocker
Massachusetts
– -$4K -52 Closed
OWA
1125
One Wealth Advisors
California
– -$2K -49 Closed
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