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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
1226
Federation des caisses Desjardins du Quebec
Quebec, Canada
$146K – – –
HFS
1227
Horizon Financial Services
North Carolina
$146K -$192K -3,497 -58%
JWM
1228
Janiczek Wealth Management
Colorado
$141K – – –
VCM
1229
Versant Capital Management
Arizona
$138K -$987 -18 -0.8%
NEAM
1230
New England Asset Management
Connecticut
$136K – – –
CI
1231
CX Institutional
Indiana
$135K +$18.4K +336 +17%
MRCM
1232
M&R Capital Management
New Jersey
$133K -$65.1K -1,188 -34%
EW
1233
Evoke Wealth
California
$132K +$77.9K +1,421 +168%
AF
1234
Arrow Financial
New York
$129K -$3.56K -65 -3%
MMG
1235
Monetary Management Group
Missouri
$129K +$21.3K +388 +21%
SN
1236
Sittner & Nelson
Oregon
$127K – – –
FF
1237
FourThought Financial
Florida
$125K – – –
SCM
1238
Silvant Capital Management
Georgia
$119K – – –
MCM
1239
MV Capital Management
Maryland
$119K +$1.97K +36 +2%
IAS
1240
IMA Advisory Services
Colorado
$114K – – –
FRA
1241
Front Row Advisors
California
$109K -$1.97K -36 -2%
COCM
1242
Charter Oak Capital Management
New Hampshire
$108K +$10.5K +192 +12%
CFO
1243
CVA Family Office
Colorado
$108K +$20.1K +366 +25%
FPB
1244
First PREMIER Bank
South Dakota
$104K – – –
AF
1245
Allworth Financial
California
$102K -$2.69K -49 -3%
ACM
1246
Allred Capital Management
Texas
$102K +$95.6K +1,745 New
HWM
1247
Holloway Wealth Management
Florida
$99K – – –
PMFA
1248
Plante Moran Financial Advisors
Michigan
$99K +$46.9K +855 +103%
IAIM
1249
International Assets Investment Management
Florida
$97K – – –
RG
1250
Retirement Group
California
$97K +$91.1K +1,662 New
48 49
50
51 52