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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1201
Sterling Financial Planning
New Jersey
$36K +$34.2K +756 New
ST
1202
Sageworth Trust
Pennsylvania
$34K +$32.3K +713 New
APC
1203
Asset Planning Corporation
Tennessee
$32K +$29.9K +660 New
RE
1204
RBC Europe
United Kingdom
$31K – – –
TFIPS
1205
Towarzystwo Funduszy Inwestycyjnych PZU SA
$31K +$29.3K +647 New
FA
1206
Fortis Advisors
Pennsylvania
$31K +$272 +6 +0.9%
DWP
1207
Destiny Wealth Partners
Florida
$30K +$28.7K +634 New
SFPG
1208
Stonebridge Financial Planning Group
Florida
$29K -$9.05K -200 -25%
CBT
1209
Central Bank & Trust
Kentucky
$29K – – –
CCA
1210
Column Capital Advisors
Indiana
$29K – – –
PFO
1211
Pathstone Family Office
New Jersey
$29K +$13.3K +293 +93%
SL
1212
Savior LLC
Massachusetts
$28K – – –
EWM
1213
Edge Wealth Management
New York
$27K – – –
CBT
1214
CoreFirst Bank & Trust
Kansas
$27K +$25K +553 New
NFSG
1215
Newbridge Financial Services Group
Florida
$27K +$25.1K +555 New
VCG
1216
Vantage Consulting Group
Virginia
$27K +$25.3K +558 New
PFSC
1217
Peoples Financial Services Corp
Pennsylvania
$26K +$15.6K +345 +173%
TWM
1218
Tradition Wealth Management
Minnesota
$26K +$24.3K +536 New
KC
1219
Kinloch Capital
Virginia
$26K +$24.8K +547 New
HFA
1220
Hoover Financial Advisors
Pennsylvania
$25K +$21.2K +469 New
PCA
1221
Peddock Capital Advisors
Massachusetts
$25K +$23.2K +512 New
AIG
1222
American International Group
New York
$24.5K -$835K -18,450 -3%
FP
1223
Financial Perspectives
Minnesota
$24.2K – – –
H
1224
Hexavest
Quebec, Canada
$24K +$22.3K +493 New
FCH
1225
Freestone Capital Holdings
Washington
$22.8K +$6.75K +149 +46%
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