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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWC
1301
PYA Waltman Capital
Tennessee
$71K – – –
TCWA
1302
Ten Capital Wealth Advisors
Washington
$71K – – –
AWM
1303
AllSquare Wealth Management
New York
$68K – – –
CA
1304
Crewe Advisors
Utah
$68K +$28.1K +569 +66%
MIM
1305
Macroview Investment Management
Maryland
$66K – – –
COCM
1306
Charter Oak Capital Management
New Hampshire
$65K -$8.14K -165 -11%
MTIC
1307
Missouri Trust & Investment Company
Missouri
$65K – – –
ASBI
1308
American State Bank (Iowa)
Iowa
$61.4K – – –
CAL
1309
Capital Analysts LLC
Pennsylvania
$61K – – –
HCM
1310
Highlander Capital Management
New Jersey
$61K – – –
FMTCOCP
1311
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$58K – – –
CWM
1312
Curi Wealth Management
North Carolina
$57K +$7.4K +150 +14%
OSNBOA
1313
Old Second National Bank of Aurora
Illinois
$55K – – –
EA
1314
Evolution Advisers
Virginia
$53K – – –
LWCFA
1315
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$53K +$740 +15 +1%
FFC
1316
First Financial Corp
Indiana
$52K – – –
BWM
1317
BerganKDV Wealth Management
Minnesota
$52K +$49 +1 +0.1%
DWP
1318
Destiny Wealth Partners
Florida
$52K +$21.7K +441 +67%
PMFA
1319
Plante Moran Financial Advisors
Michigan
$50K +$5.92K +120 +13%
UWM
1320
Urban Wealth Management
California
$49K +$51.1K +1,036 New
CFG
1321
CKW Financial Group
Hawaii
$48K – – –
ACK
1322
Andrew C. Karlinski
$47K – – –
HCP
1323
Hexagon Capital Partners
Arkansas
$47K +$41K +832 +504%
SIS
1324
Sound Income Strategies
Florida
$46K +$9.86K +200 +26%
MHR
1325
Matthew Hamilton Rosenberg
$46K +$17.4K +352 +59%
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