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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1126
Highlander Capital Management
New Jersey
$48K +$12.3K +400 +31%
AWM
1127
Abound Wealth Management
Tennessee
$47.1K +$1.63K +53 +3%
CWM
1128
Cedar Wealth Management
California
$45.8K +$49.2K +1,600 New
FFC
1129
First Financial Corp
Indiana
$45.5K +$3.69K +120 +8%
SC
1130
Stephens Consulting
Michigan
$44.5K – – –
LAS
1131
LWM Advisory Services
Florida
$43.9K +$47.2K +1,536 New
GKIM
1132
GW&K Investment Management
Massachusetts
$42K +$1.05K +34 +2%
MIM
1133
Macroview Investment Management
Maryland
$40.2K +$461 +15 +1%
AF
1134
Arrow Financial
New York
$40.1K -$2.31K -75 -5%
WAS
1135
Winch Advisory Services
Wisconsin
$40K -$1.94K -63 -4%
OIA
1136
Optimum Investment Advisors
Illinois
$39.2K -$62.2K -2,024 -60%
GM
1137
GeoWealth Management
Illinois
$38K +$41.7K +1,357 New
ASBI
1138
American State Bank (Iowa)
Iowa
$37K – – –
AWA
1139
Authentikos Wealth Advisory
California
$35.8K +$38.5K +1,251 New
PPWM
1140
PFG Private Wealth Management
Florida
$34.8K -$37.5K -1,221 -50%
TSWM
1141
Tyler-Stone Wealth Management
Ohio
$33K +$35.8K +1,165 New
LWCFA
1142
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$32.8K -$10.8K -350 -24%
VCM
1143
Versant Capital Management
Arizona
$32.6K -$277 -9 -0.8%
OA
1144
Operose Advisors
Wisconsin
$31.5K +$33.8K +1,100 New
PG
1145
Proffitt & Goodson
Tennessee
$31.3K -$50K -1,627 -60%
PAM
1146
Paradigm Asset Management
New York
$31K – – –
USB
1147
Union Savings Bank
Connecticut
$30.9K – – –
FPFS
1148
First Personal Financial Services
North Carolina
$29.6K – – –
PMFA
1149
Plante Moran Financial Advisors
Michigan
$29.3K -$1.26K -41 -4%
JWA
1150
JFS Wealth Advisors
Pennsylvania
$29.2K +$1.66K +54 +6%
44 45
46
47 48