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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1301
Horizons Wealth Management
North Carolina
$31.5K – – –
KWAG
1302
Kiely Wealth Advisory Group
North Carolina
$31.3K – – –
OIAM
1303
OFI Invest Asset Management
France
$29.8K -$4.17K -114 -12%
HCP
1304
Hexagon Capital Partners
Arkansas
$29.4K -$1.72K -47 -6%
OWA
1305
Opal Wealth Advisors
New York
$29K +$27.2K +744 New
MHR
1306
Matthew Hamilton Rosenberg
$28.5K -$37 -1 -0.1%
HF
1307
Halpern Financial
Virginia
$28.2K – – –
USB
1308
Union Savings Bank
Connecticut
$27.5K +$5.49K +150 +27%
NF
1309
Norwood Financial
Pennsylvania
$27.2K – – –
HDIM
1310
Hanson & Doremus Investment Management
Vermont
$27K – – –
AFS
1311
Annapolis Financial Services
Maryland
$26.9K -$111K -3,022 -81%
CA
1312
Crewe Advisors
Utah
$26.7K +$25.1K +686 New
QL
1313
Quarry LP
New York
$24.3K +$10.1K +276 +80%
LF
1314
LifeSteps Financial
California
$23.4K +$21.9K +600 New
ETC
1315
Exchange Traded Concepts
Oklahoma
$22.7K +$19.5K +534 +1,090%
GEA
1316
Glen Eagle Advisors
New Jersey
$22.2K – – –
PFSC
1317
Peoples Financial Services Corp
Pennsylvania
$22.1K – – –
SC
1318
Steph & Co
Wisconsin
$20.4K +$19.2K +524 New
AWM
1319
AllSquare Wealth Management
New York
$20K – – –
FP
1320
Financial Perspectives
Minnesota
$19.7K – – –
VWWMG
1321
Vermillion & White Wealth Management Group
Pennsylvania
$19.4K – – –
NCTC
1322
New Covenant Trust Company
Indiana
$18.1K +$17K +465 New
CSB
1323
City State Bank
Iowa
$18K – – –
WWP
1324
WR Wealth Planners
Missouri
$17.9K +$16.8K +460 New
AAG
1325
Armstrong Advisory Group
Massachusetts
$17.8K – – –
51 52
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