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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
1301
Creative Financial Designs
Indiana
$188K -$18.8K -307 -9%
CT
1302
Cambridge Trust
Massachusetts
$182K +$189K +3,098 New
NIM
1303
NuWave Investment Management
New Jersey
$180K +$188K +3,074 New
CWM
1304
CarsonAllaria Wealth Management
Illinois
$176K +$184K +3,005 New
PG
1305
Proffitt & Goodson
Tennessee
$173K – – –
CIR
1306
Clear Investment Research
Georgia
$166K -$9.96K -163 -5%
JWA
1307
JFS Wealth Advisors
Pennsylvania
$162K +$5.68K +93 +3%
LFG
1308
Larson Financial Group
Missouri
$162K +$103K +1,680 +155%
FA
1309
Fortis Advisors
Pennsylvania
$156K +$122K +2,005 +302%
EIP
1310
Ellis Investment Partners
Pennsylvania
$155K +$794 +13 +0.5%
UCB
1311
United Community Bank
South Carolina
$151K +$157K +2,575 New
GCM
1312
Gables Capital Management
Florida
$148K – – –
APC
1313
Aspire Private Capital
North Carolina
$148K +$9.35K +153 +6%
CC
1314
Commons Capital
Massachusetts
$145K +$152K +2,484 New
LAS
1315
Lloyd Advisory Services
Georgia
$142K +$3.36K +55 +2%
JWM
1316
Janiczek Wealth Management
Colorado
$141K – – –
FDCDDQ
1317
Federation des caisses Desjardins du Quebec
Quebec, Canada
$140K -$2.12M -34,677 -94%
HR
1318
Hayden Royal
North Carolina
$134K -$79.3K -1,298 -36%
ZIG
1319
Zullo Investment Group
Pennsylvania
$132K +$138K +2,260 New
CYG
1320
Clean Yield Group
Vermont
$129K +$17.1K +280 +15%
SN
1321
Sittner & Nelson
Oregon
$127K – – –
AP
1322
Arlington Partners
Alabama
$127K +$5.07K +83 +4%
MAM
1323
Mystic Asset Management
Rhode Island
$127K +$133K +2,178 New
CT
1324
Clearstead Trust
Maine
$124K – – –
HWM
1325
Holloway Wealth Management
Florida
$123K – – –
51 52
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