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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
1201
Ellis Investment Partners
Pennsylvania
$145K +$705 +12 +0.5%
FDCDDQ
1202
Federation des caisses Desjardins du Quebec
Quebec, Canada
$142K +$2.88K +49 +2%
GCM
1203
Gables Capital Management
Florida
$140K – – –
HFS
1204
Horizon Financial Services
North Carolina
$138K -$705 -12 -0.5%
APC
1205
Aspire Private Capital
North Carolina
$137K -$52.4K -892 -27%
HIA
1206
Harbor Investment Advisory
Maryland
$137K -$10.2K -173 -7%
JWM
1207
Janiczek Wealth Management
Colorado
$134K – – –
AF
1208
Arrow Financial
New York
$131K +$9.99K +170 +8%
MRCM
1209
M&R Capital Management
New Jersey
$127K – – –
SN
1210
Sittner & Nelson
Oregon
$121K – – –
CI
1211
CX Institutional
Indiana
$120K -$8.87K -151 -7%
EW
1212
Evoke Wealth
California
$118K -$7.81K -133 -6%
HWM
1213
Holloway Wealth Management
Florida
$117K – – –
FF
1214
FourThought Financial
Florida
$115K -$4.82K -82 -4%
HF
1215
Halpern Financial
Virginia
$115K +$66.5K +1,132 +121%
IAS
1216
IMA Advisory Services
Colorado
$109K – – –
FRA
1217
Front Row Advisors
California
$103K -$117 -2 -0.1%
COCM
1218
Charter Oak Capital Management
New Hampshire
$102K – – –
AF
1219
Allworth Financial
California
$100K +$2.82K +48 +3%
FPB
1220
First PREMIER Bank
South Dakota
$98K – – –
OAJ
1221
Ogorek Anthony Joseph
New York
$97K +$103K +1,750 New
CYG
1222
Clean Yield Group
Vermont
$96K +$101K +1,726 New
TWA
1223
TCI Wealth Advisors
Arizona
$94K +$8.05K +137 +9%
DFCM
1224
Dark Forest Capital Management
Puerto Rico
$94K +$99.2K +1,688 New
LWCFA
1225
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$93K +$98.8K +1,681 New
47 48
49
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