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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
1201
Proffitt & Goodson
Tennessee
$167K – – –
FHC
1202
First Horizon Corporation
Tennessee
$166K +$10.9K +185 +7%
PWA
1203
Phoenix Wealth Advisors
North Carolina
$160K +$4.88K +83 +3%
WQ
1204
Wealth Quarterback
New Jersey
$149K +$157K +2,673 New
EIP
1205
Ellis Investment Partners
Pennsylvania
$145K +$705 +12 +0.5%
FDCDDQ
1206
Federation des caisses Desjardins du Quebec
Quebec, Canada
$142K +$2.88K +49 +2%
GCM
1207
Gables Capital Management
Florida
$140K – – –
HFS
1208
Horizon Financial Services
North Carolina
$138K -$705 -12 -0.5%
APC
1209
Aspire Private Capital
North Carolina
$137K -$52.4K -892 -27%
HIA
1210
Harbor Investment Advisory
Maryland
$137K -$10.2K -173 -7%
JWM
1211
Janiczek Wealth Management
Colorado
$134K – – –
AF
1212
Arrow Financial
New York
$131K +$9.99K +170 +8%
MRCM
1213
M&R Capital Management
New Jersey
$127K – – –
SN
1214
Sittner & Nelson
Oregon
$121K – – –
CI
1215
CX Institutional
Indiana
$120K -$8.87K -151 -7%
EW
1216
Evoke Wealth
California
$118K -$7.81K -133 -6%
HWM
1217
Holloway Wealth Management
Florida
$117K – – –
FF
1218
FourThought Financial
Florida
$115K -$4.82K -82 -4%
HF
1219
Halpern Financial
Virginia
$115K +$66.5K +1,132 +121%
IAS
1220
IMA Advisory Services
Colorado
$109K – – –
FRA
1221
Front Row Advisors
California
$103K -$117 -2 -0.1%
COCM
1222
Charter Oak Capital Management
New Hampshire
$102K – – –
AF
1223
Allworth Financial
California
$100K +$2.82K +48 +3%
FPB
1224
First PREMIER Bank
South Dakota
$98K – – –
OAJ
1225
Ogorek Anthony Joseph
New York
$97K +$103K +1,750 New
47 48
49
50 51