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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1301
AllSquare Wealth Management
New York
$18.9K – – –
BWM
1302
Baystate Wealth Management
Massachusetts
$18.7K +$2.35K +75 +17%
FP
1303
Financial Perspectives
Minnesota
$18.6K – – –
BCMLT
1304
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.5K – – –
VWWMG
1305
Vermillion & White Wealth Management Group
Pennsylvania
$18.4K +$15.6K +498 New
CBT
1306
CoreFirst Bank & Trust
Kansas
$18.1K – – –
AAG
1307
Armstrong Advisory Group
Massachusetts
$17.8K – – –
CSB
1308
City State Bank
Iowa
$17K – – –
SIS
1309
Strategic Investment Solutions
Illinois
$15.8K -$553K -17,623 -98%
ME
1310
McIlrath & Eck
Washington
$15.8K -$534 -17 -4%
CB
1311
Centennial Bank
Arkansas
$15.5K +$3.8K +121 +40%
TVAMP
1312
Tennessee Valley Asset Management Partners
Tennessee
$15.4K +$13.1K +416 New
FWA
1313
FSC Wealth Advisors
New York
$14.8K – – –
FG
1314
Fairman Group
Pennsylvania
$14.7K +$12.5K +397 New
PMFA
1315
Plante Moran Financial Advisors
Michigan
$14.5K -$19.7K -629 -61%
WB
1316
Webster Bank
Connecticut
$14.5K -$5.18K -165 -30%
NC
1317
NewSquare Capital
Pennsylvania
$14.5K – – –
TCA
1318
Trifecta Capital Advisors
Illinois
$14.4K +$1.26K +40 +11%
MMG
1319
Monetary Management Group
Missouri
$14.3K – – –
AP
1320
Aspect Partners
Virginia
$13.8K +$11.8K +375 New
MCA
1321
Maryland Capital Advisors
Maryland
$13.7K – – –
PSB
1322
Piscataqua Savings Bank
New Hampshire
$13.3K – – –
BLC
1323
Brown, Lisle/Cummings
Rhode Island
$12.9K +$11K +350 New
QL
1324
Quarry LP
New York
$12.8K +$6.12K +195 +128%
RWPA
1325
Richard W. Paul & Associates
Michigan
$12.6K -$3.67K -117 -26%
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