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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
USB
1301
Union Savings Bank
Connecticut
$20.5K -$16.5K -525 -49%
AWM
1302
AllSquare Wealth Management
New York
$18.9K – – –
BWM
1303
Baystate Wealth Management
Massachusetts
$18.7K +$2.35K +75 +17%
FP
1304
Financial Perspectives
Minnesota
$18.6K – – –
BCMLT
1305
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.5K – – –
VWWMG
1306
Vermillion & White Wealth Management Group
Pennsylvania
$18.4K +$15.6K +498 New
CBT
1307
CoreFirst Bank & Trust
Kansas
$18.1K – – –
AAG
1308
Armstrong Advisory Group
Massachusetts
$17.8K – – –
CSB
1309
City State Bank
Iowa
$17K – – –
SIS
1310
Strategic Investment Solutions
Illinois
$15.8K -$553K -17,623 -98%
ME
1311
McIlrath & Eck
Washington
$15.8K -$534 -17 -4%
CB
1312
Centennial Bank
Arkansas
$15.5K +$3.8K +121 +40%
TVAMP
1313
Tennessee Valley Asset Management Partners
Tennessee
$15.4K +$13.1K +416 New
FWA
1314
FSC Wealth Advisors
New York
$14.8K – – –
FG
1315
Fairman Group
Pennsylvania
$14.7K +$12.5K +397 New
PMFA
1316
Plante Moran Financial Advisors
Michigan
$14.5K -$19.7K -629 -61%
WB
1317
Webster Bank
Connecticut
$14.5K -$5.18K -165 -30%
NC
1318
NewSquare Capital
Pennsylvania
$14.5K – – –
TCA
1319
Trifecta Capital Advisors
Illinois
$14.4K +$1.26K +40 +11%
MMG
1320
Monetary Management Group
Missouri
$14.3K – – –
AP
1321
Aspect Partners
Virginia
$13.8K +$11.8K +375 New
MCA
1322
Maryland Capital Advisors
Maryland
$13.7K – – –
PSB
1323
Piscataqua Savings Bank
New Hampshire
$13.3K – – –
BLC
1324
Brown, Lisle/Cummings
Rhode Island
$12.9K +$11K +350 New
QL
1325
Quarry LP
New York
$12.8K +$6.12K +195 +128%
51 52
53
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