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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CIR
1326
Clear Investment Research
Georgia
$101K – – –
SPF
1327
South Plains Financial
Texas
$99.5K +$10.6K +270 +13%
PWAM
1328
Private Wealth Asset Management
Iowa
$98.1K -$1.14K -29 -1%
HFS
1329
Hughes Financial Services
Virginia
$96.9K -$1.49K -38 -2%
AEPWM
1330
Atlantic Edge Private Wealth Management
Florida
$96.6K -$22.5K -575 -20%
SS
1331
Sunbelt Securities
Texas
$95.8K -$10.2K -261 -11%
SN
1332
Sittner & Nelson
Oregon
$93.5K – – –
GCM
1333
Gables Capital Management
Florida
$93.3K – – –
GSWM
1334
Golden State Wealth Management
California
$91K -$2K -51 -2%
CAL
1335
Capital Advisors Ltd
Ohio
$90K +$5.05K +129 +7%
AWM
1336
Abound Wealth Management
Tennessee
$89.8K +$46.9K +1,199 +135%
SWA
1337
SOA Wealth Advisors
New York
$89.4K -$30.5K -779 -27%
TSMHT
1338
Thurston Springer Miller Herd & Titak
Indiana
$88K +$8.41K +215 +12%
NRG
1339
Nemes Rush Group
Michigan
$86.8K -$33.1K -847 -30%
GKIM
1340
GW&K Investment Management
Massachusetts
$86K +$24.7K +632 +47%
IAS
1341
IMA Advisory Services
Colorado
$84.3K – – –
USB
1342
Union Savings Bank
Connecticut
$84.3K +$19.6K +500 +35%
ST
1343
Smithfield Trust
Pennsylvania
$84K – – –
AF
1344
Advisornet Financial
Minnesota
$82.8K -$27.6K -705 -27%
EP
1345
Essential Partners
California
$80.3K +$73.1K +1,868 New
MIFH
1346
Migdal Insurance & Financial Holdings
Israel
$78K -$39.4K -1,008 -36%
APW
1347
Aventura Private Wealth
Florida
$77K -$12.2K -312 -15%
RFS
1348
Richardson Financial Services
Massachusetts
$74.9K -$1.96K -50 -3%
VCM
1349
Versant Capital Management
Arizona
$73.5K -$58.6K -1,499 -47%
IRAG
1350
Investment Research & Advisory Group
Georgia
$70.6K +$8.45K +216 +15%
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