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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
FFC
1301
First Financial Corp
Indiana
$48K – – –
LWCFA
1302
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$48K – – –
DWP
1303
Destiny Wealth Partners
Florida
$48K +$289 +6 +0.5%
BWM
1304
BerganKDV Wealth Management
Minnesota
$46K -$2.69K -56 -5%
CFG
1305
CKW Financial Group
Hawaii
$44K – – –
SIS
1306
Sound Income Strategies
Florida
$44K +$1.06K +22 +2%
MHR
1307
Matthew Hamilton Rosenberg
$42K +$1.01K +21 +2%
CAC
1308
Core Alternative Capital
Georgia
$42K +$2.36K +49 +5%
PMFA
1309
Plante Moran Financial Advisors
Michigan
$41K -$5.1K -106 -10%
CNB
1310
Camden National Bank
Maine
$40K -$6.07M -126,222 -99%
PB
1311
Pinnacle Bancorp
Nebraska
$40K – – –
NIM
1312
NuWave Investment Management
New Jersey
$40K +$44.4K +922 New
MTIC
1313
Missouri Trust & Investment Company
Missouri
$39K -$22.6K -470 -34%
PCTC
1314
Perkins Coie Trust Company
Washington
$39K – – –
VCM
1315
Versant Capital Management
Arizona
$38K -$337 -7 -0.8%
WSCM
1316
Wellington Shields Capital Management
New York
$38K – – –
CCA
1317
Column Capital Advisors
Indiana
$37K – – –
HFM
1318
Harvest Fund Management
China
$37K – – –
HWM
1319
Horizons Wealth Management
North Carolina
$37K – – –
WPWM
1320
Western Pacific Wealth Management
Illinois
$35K +$39.7K +825 New
BIA
1321
Bell Investment Advisors
California
$34K +$6.98K +145 +23%
TWM
1322
Tradition Wealth Management
Minnesota
$33K +$770 +16 +2%
GIA
1323
Goodwin Investment Advisory
Georgia
$33K +$36.5K +759 New
WWM
1324
Wolff Wiese Magana
California
$32K -$6.5K -135 -16%
EARNEST Partners
1325
EARNEST Partners
Georgia
$32K – – –