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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1251
Avior Wealth Management
Nebraska
$190K -$190K -4,510 -50%
HFM
1252
Hartford Financial Management
Connecticut
$188K – – –
BG
1253
Bollard Group
Massachusetts
$185K +$2.11K +50 +1%
HI
1254
Harbour Investments
Wisconsin
$184K +$22.7K +537 +14%
BWP
1255
Baldwin Wealth Partners
Massachusetts
$183K +$59.3K +1,403 +49%
CH
1256
Cromwell Holdings
Wyoming
$176K – – –
CWM
1257
CarsonAllaria Wealth Management
Illinois
$175K -$4.77K -113 -3%
BGAI
1258
Bruce G. Allen Investments
Colorado
$174K +$7.43K +176 +5%
MME
1259
Meag Munich Ergo
Germany
$173K – – –
WSC
1260
Wellington Shields & Co
New York
$171K – – –
DCBT
1261
Dakota Community Bank & Trust
North Dakota
$166K – – –
ADL
1262
Asset Dedication LLC
California
$165K -$66.3K -1,570 -29%
CCA
1263
Catalyst Capital Advisors
New York
$165K +$163K +3,861 New
WT
1264
Washington Trust
Rhode Island
$157K +$2.87K +68 +2%
T
1265
TOBAM
France
$157K +$29.6K +702 +24%
AF
1266
Advisornet Financial
Minnesota
$157K +$45.1K +1,068 +41%
ACM
1267
Aster Capital Management
United Arab Emirates
$155K +$153K +3,622 New
MCM
1268
Manchester Capital Management
Vermont
$154K +$211 +5 +0.1%
AA
1269
Alta Advisers
United Kingdom
$154K – – –
AAP
1270
Arax Advisory Partners
Colorado
$152K +$2.45K +58 +2%
FC
1271
Fairscale Capital
New Hampshire
$150K – – –
DMBA
1272
Deseret Mutual Benefit Administrators
Utah
$150K -$7.77K -184 -5%
OC
1273
Oarsman Capital
Wisconsin
$149K +$147K +3,473 New
CSC
1274
Caldwell Sutter Capital
California
$143K -$13.2K -312 -9%
RTC
1275
Riverview Trust Company
Washington
$142K +$845 +20 +0.6%
49 50
51
52 53