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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1301
Swan Capital
Florida
$28.4K +$27.7K +732 New
USB
1302
Union Savings Bank
Connecticut
$27.4K – – –
WAG
1303
Wiser Advisor Group
Arizona
$26.8K -$5.29K -140 -17%
AFS
1304
Annapolis Financial Services
Maryland
$26.8K – – –
CA
1305
Crewe Advisors
Utah
$26.7K – – –
OWA
1306
Opal Wealth Advisors
New York
$25.5K -$3.29K -87 -12%
SC
1307
Steph & Co
Wisconsin
$22.1K +$1.74K +46 +9%
PFSC
1308
Peoples Financial Services Corp
Pennsylvania
$22.1K – – –
MHR
1309
Matthew Hamilton Rosenberg
$21.1K -$7.71K -204 -27%
AWM
1310
AllSquare Wealth Management
New York
$19.9K – – –
FP
1311
Financial Perspectives
Minnesota
$19.6K – – –
VWWMG
1312
Vermillion & White Wealth Management Group
Pennsylvania
$19.3K – – –
CSB
1313
City State Bank
Iowa
$17.6K – – –
CA
1314
CoreCap Advisors
Michigan
$17.4K +$8.46K +224 +100%
MAM
1315
Meeder Asset Management
Ohio
$17.3K +$2.27K +60 +16%
FLPIM
1316
F.L. Putnam Investment Management
Massachusetts
$17.3K +$16.8K +445 New
TAM
1317
Tucker Asset Management
Colorado
$17.3K +$227 +6 +1%
MBFW
1318
Morton Brown Family Wealth
Pennsylvania
$17.1K +$151 +4 +1%
FWM
1319
Focused Wealth Management
New York
$16.9K +$16.5K +436 New
WWP
1320
WR Wealth Planners
Missouri
$16.7K -$1.17K -31 -7%
ME
1321
McIlrath & Eck
Washington
$16.6K – – –
FG
1322
Fairman Group
Pennsylvania
$15.8K +$189 +5 +1%
ETC
1323
Exchange Traded Concepts
Oklahoma
$15.7K -$6.72K -178 -31%
FWA
1324
FSC Wealth Advisors
New York
$15.5K – – –
NC
1325
NewSquare Capital
Pennsylvania
$15.3K – – –
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