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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1251
Monumental Financial Group
Maryland
$62K +$79.3K +1,816 New
LS
1252
Livforsakringsbolaget Skandia
Sweden
$61K – – –
HIA
1253
Harbor Investment Advisory
Maryland
$61K -$20.2K -463 -21%
TCWA
1254
Ten Capital Wealth Advisors
Washington
$56.8K +$7.6K +174 +12%
AWM
1255
AllSquare Wealth Management
New York
$56.6K +$2.01K +46 +3%
PCTC
1256
Perkins Coie Trust Company
Washington
$56.6K +$55.2K +1,264 +320%
MMG
1257
Monetary Management Group
Missouri
$56.2K -$7.9K -181 -10%
AF
1258
Arrow Financial
New York
$55.4K – – –
SC
1259
Stephens Consulting
Michigan
$53K – – –
AWM
1260
Abound Wealth Management
Tennessee
$53K +$306 +7 +0.5%
FFA
1261
Farther Finance Advisors
California
$51.8K +$8.69K +199 +15%
BONH
1262
Bank of New Hampshire
New Hampshire
$50.9K -$52.4K -1,200 -45%
HF
1263
Halpern Financial
Virginia
$49.2K -$3.93K -90 -6%
MIM
1264
Macroview Investment Management
Maryland
$47.4K – – –
PB
1265
Pinnacle Bancorp
Nebraska
$44.3K +$30.6K +700 +117%
ASBI
1266
American State Bank (Iowa)
Iowa
$44.1K – – –
CAL
1267
Capital Analysts LLC
Pennsylvania
$44K – – –
HCM
1268
Highlander Capital Management
New Jersey
$44K – – –
FFC
1269
First Financial Corp
Indiana
$43.4K – – –
EI
1270
Ellevest Inc
New York
$40.7K -$91.8K -2,104 -64%
LWCFA
1271
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$37.4K – – –
VCM
1272
Versant Capital Management
Arizona
$36.9K +$9.34K +214 +25%
NFSG
1273
Newbridge Financial Services Group
Florida
$36.9K +$14.1K +323 +43%
WIM
1274
Westside Investment Management
California
$36.5K – – –
ACM
1275
Antonetti Capital Management
Florida
$35.8K +$22.9K +524 +100%
49 50
51
52 53