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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
1151
IMA Advisory Services
Colorado
$94K – – –
FRA
1152
Front Row Advisors
California
$91K – – –
BCA
1153
Berman Capital Advisors
Georgia
$89K +$4.62K +102 +6%
MMG
1154
Monetary Management Group
Missouri
$88K – – –
BSSFA
1155
Baron Silver Stevens Financial Advisors
Florida
$87K +$82.9K +1,830 New
FPB
1156
First PREMIER Bank
South Dakota
$86K – – –
AF
1157
Allworth Financial
California
$86K +$2.31K +51 +3%
CYG
1158
Clean Yield Group
Vermont
$83K – – –
HWM
1159
Holloway Wealth Management
Florida
$82K – – –
COCM
1160
Charter Oak Capital Management
New Hampshire
$79K +$74.8K +1,653 New
VRM
1161
Vectors Research Management
New York
$72K +$12.4K +274 +22%
CFO
1162
CVA Family Office
Colorado
$71K -$6.11K -135 -8%
AWM
1163
AllSquare Wealth Management
New York
$68K – – –
BWM
1164
BerganKDV Wealth Management
Minnesota
$68K +$2.54K +56 +4%
MIM
1165
Macroview Investment Management
Maryland
$67K – – –
MWP
1166
Meridian Wealth Partners
Pennsylvania
$64K +$21.8K +482 +56%
HR
1167
Howe & Rusling
New York
$63K +$26.2K +579 +79%
CCA
1168
Childress Capital Advisors
Texas
$63K +$59.8K +1,321 New
ASBI
1169
American State Bank (Iowa)
Iowa
$62K +$58.6K +1,294 New
SCM
1170
Sirios Capital Management
Massachusetts
$62K -$36.4K -805 -38%
CFG
1171
CKW Financial Group
Hawaii
$62K -$13.6K -300 -19%
HCM
1172
Highlander Capital Management
New Jersey
$61K – – –
LFG
1173
Larson Financial Group
Missouri
$60K +$1.13K +25 +2%
WWM
1174
Wolff Wiese Magana
California
$60K +$56.4K +1,245 New
EI
1175
Ellevest Inc
New York
$57K -$90.4K -1,997 -63%
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