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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1251
Cambridge Trust
Massachusetts
$180K -$47.2K -958 -20%
LSA
1252
Lansing Street Advisors
Pennsylvania
$179K -$149K -3,019 -44%
PCG
1253
Private Capital Group
Connecticut
$179K -$11.3K -229 -6%
MGI
1254
MayTech Global Investments
New York
$176K – – –
UCB
1255
United Community Bank
South Carolina
$171K +$13.1K +265 +8%
PR
1256
Payden & Rygel
California
$171K – – –
MCM
1257
Manchester Capital Management
Vermont
$167K +$163K +3,311 +1,600%
PWMG
1258
Prestige Wealth Management Group
New Jersey
$161K +$152K +3,089 +1,051%
CFD
1259
Creative Financial Designs
Indiana
$158K +$6.26K +127 +4%
WTA
1260
Washington Trust Advisors
Massachusetts
$150K -$4.59K -93 -3%
FF
1261
FourThought Financial
Florida
$148K – – –
CWM
1262
CarsonAllaria Wealth Management
Illinois
$145K +$1.18K +24 +0.8%
KFP
1263
KB Financial Partners
New Jersey
$144K -$25.2K -510 -14%
BONH
1264
Bank of New Hampshire
New Hampshire
$143K +$18.4K +374 +14%
TF
1265
Tompkins Financial
New York
$143K +$49.3K +1,000 +50%
SSG
1266
Summit Securities Group
New York
$142K +$110K +2,237 +299%
PG
1267
Proffitt & Goodson
Tennessee
$140K – – –
HIA
1268
Harbor Investment Advisory
Maryland
$137K -$5.62K -114 -4%
CIR
1269
Clear Investment Research
Georgia
$135K – – –
JWA
1270
JFS Wealth Advisors
Pennsylvania
$133K -$8.04K -163 -5%
LFG
1271
Larson Financial Group
Missouri
$131K – – –
EIP
1272
Ellis Investment Partners
Pennsylvania
$127K +$838 +17 +0.6%
JWM
1273
Janiczek Wealth Management
Colorado
$122K -$197 -4 -0.2%
CI
1274
CX Institutional
Indiana
$121K -$51.3K -1,041 -29%
GCM
1275
Gables Capital Management
Florida
$120K – – –
49 50
51
52 53