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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
1326
Proffitt & Goodson
Tennessee
$168K – – –
JWA
1327
JFS Wealth Advisors
Pennsylvania
$168K +$12.2K +198 +7%
AF
1328
Allworth Financial
California
$162K -$45K -728 -20%
CIR
1329
Clear Investment Research
Georgia
$161K – – –
FDCDDQ
1330
Federation des caisses Desjardins du Quebec
Quebec, Canada
$161K +$27.8K +450 +19%
LFG
1331
Larson Financial Group
Missouri
$157K – – –
EIP
1332
Ellis Investment Partners
Pennsylvania
$151K +$803 +13 +0.5%
BONH
1333
Bank of New Hampshire
New Hampshire
$150K +$163K +2,640 New
AWA
1334
Aaron Wealth Advisors
Illinois
$147K +$160K +2,585 New
PHK
1335
Point72 Hong Kong
Hong Kong
$144K -$1.1M -17,783 -88%
GCM
1336
Gables Capital Management
Florida
$144K – – –
LAS
1337
Lloyd Advisory Services
Georgia
$139K +$1.79K +29 +1%
JWM
1338
Janiczek Wealth Management
Colorado
$137K – – –
JSAM
1339
J. Safra Asset Management
New York
$129K +$124K +2,000 New
ZIG
1340
Zullo Investment Group
Pennsylvania
$128K – – –
APC
1341
Aspire Private Capital
North Carolina
$124K -$21.5K -348 -14%
SN
1342
Sittner & Nelson
Oregon
$123K – – –
QC
1343
Quent Capital
New York
$120K +$3.4K +55 +3%
AP
1344
Arlington Partners
Alabama
$118K -$5.13K -83 -4%
TF
1345
Tompkins Financial
New York
$114K +$124K +2,005 New
IAS
1346
IMA Advisory Services
Colorado
$111K – – –
PPWM
1347
PFG Private Wealth Management
Florida
$111K +$121K +1,963 New
O
1348
Ossiam
France
$108K -$32.6M -527,992 -100%
CT
1349
Clearstead Trust
Maine
$105K -$16.5K -267 -13%
MMG
1350
Monetary Management Group
Missouri
$104K – – –
52 53
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55 56