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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1351
Baldwin Wealth Partners
Massachusetts
$8K – – –
MCM
1352
Manchester Capital Management
Vermont
$7K -$7.51K -137 -53%
IF
1353
Ironwood Financial
Arizona
$7K – – –
BWM
1354
Baystate Wealth Management
Massachusetts
$7K +$55 +1 +0.9%
SWG
1355
Summit Wealth Group
Vermont
$7K +$6.3K +115 New
KFI
1356
Key Financial Inc
Pennsylvania
$6K – – –
CTB
1357
Country Trust Bank
Illinois
$6K +$5.37K +98 New
FMB
1358
Field & Main Bank
Kentucky
$6K +$5.48K +100 New
BA
1359
Bellwether Advisors
Nebraska
$6K +$6.03K +110 New
RIM
1360
Rockbridge Investment Management
New York
$5K -$10.2K -187 -69%
HDIM
1361
Hanson & Doremus Investment Management
Vermont
$5K +$4.28K +78 New
CFFP
1362
Center for Financial Planning
Michigan
$4K – – –
JFA
1363
JNBA Financial Advisors
Minnesota
$4K – – –
RAM
1364
Riggs Asset Management
Pennsylvania
$4K – – –
SMG
1365
Spectrum Management Group
Indiana
$4K – – –
SIM
1366
Sentry Investment Management
Wisconsin
$4K +$3.73K +68 New
BBHC
1367
Brown Brothers Harriman & Co
New York
$3.04K -$3.02K -55 -0.1%
CAM
1368
Costello Asset Management
Pennsylvania
$3K -$3.02K -55 -50%
ADIM
1369
Alpha DNA Investment Management
Maryland
$3K – – –
MFA
1370
McClarren Financial Advisors
Pennsylvania
$3K +$2.69K +49 New
LWA
1371
Lowe Wealth Advisors
Maryland
$2K – – –
JPLA
1372
Joseph P. Lucia & Associates
New York
$2K +$2.25K +41 New
FWM
1373
Focused Wealth Management
New York
$2K +$2.3K +42 New
TFM
1374
TFC Financial Management
Massachusetts
$1K – – –
GFPC
1375
Global Financial Private Client
Florida
$945 – – –
53 54
55
56 57