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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1301
Crewe Advisors
Utah
$68K +$28.1K +569 +66%
MIM
1302
Macroview Investment Management
Maryland
$66K – – –
COCM
1303
Charter Oak Capital Management
New Hampshire
$65K -$8.14K -165 -11%
MTIC
1304
Missouri Trust & Investment Company
Missouri
$65K – – –
ASBI
1305
American State Bank (Iowa)
Iowa
$61.4K – – –
CAL
1306
Capital Analysts LLC
Pennsylvania
$61K – – –
HCM
1307
Highlander Capital Management
New Jersey
$61K – – –
FMTCOCP
1308
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$58K – – –
CWM
1309
Curi Wealth Management
North Carolina
$57K +$7.4K +150 +14%
OSNBOA
1310
Old Second National Bank of Aurora
Illinois
$55K – – –
EA
1311
Evolution Advisers
Virginia
$53K – – –
LWCFA
1312
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$53K +$740 +15 +1%
FFC
1313
First Financial Corp
Indiana
$52K – – –
BWM
1314
BerganKDV Wealth Management
Minnesota
$52K +$49 +1 +0.1%
DWP
1315
Destiny Wealth Partners
Florida
$52K +$21.7K +441 +67%
PMFA
1316
Plante Moran Financial Advisors
Michigan
$50K +$5.92K +120 +13%
UWM
1317
Urban Wealth Management
California
$49K +$51.1K +1,036 New
CFG
1318
CKW Financial Group
Hawaii
$48K – – –
ACK
1319
Andrew C. Karlinski
$47K – – –
HCP
1320
Hexagon Capital Partners
Arkansas
$47K +$41K +832 +504%
SIS
1321
Sound Income Strategies
Florida
$46K +$9.86K +200 +26%
MHR
1322
Matthew Hamilton Rosenberg
$46K +$17.4K +352 +59%
HWM
1323
Horizons Wealth Management
North Carolina
$44K +$42.1K +853 New
PCA
1324
Providence Capital Advisors
North Carolina
$43K -$24.7K -500 -35%
PB
1325
Pinnacle Bancorp
Nebraska
$43K – – –
51 52
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