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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1351
AllSquare Wealth Management
New York
$73K -$8.25K -135 -10%
CAL
1352
Capital Analysts LLC
Pennsylvania
$72K – – –
FMTCOCP
1353
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$72K +$13.3K +218 +22%
CF
1354
Concorde Financial
Texas
$72K +$70.6K +1,156 New
VCM
1355
Versant Capital Management
Arizona
$70K – – –
ANBT
1356
American National Bank & Trust
Texas
$70K +$6.96K +114 +11%
PMFA
1357
Plante Moran Financial Advisors
Michigan
$67K -$56.2K -920 -44%
CWS
1358
Confluence Wealth Services
Pennsylvania
$67K +$70.6K +1,155 New
PCTC
1359
Perkins Coie Trust Company
Washington
$66K – – –
EA
1360
Evolution Advisers
Virginia
$65K +$68.2K +1,116 New
MA
1361
MUFG Americas
New York
$64K -$13.4K -220 -17%
FFC
1362
First Financial Corp
Indiana
$64K – – –
LWCFA
1363
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$64K – – –
BAM
1364
Barrett Asset Management
New York
$64K +$11.4K +186 +21%
CWM
1365
Curi Wealth Management
North Carolina
$61K +$64.3K +1,052 New
ACM
1366
Antonetti Capital Management
Florida
$60K +$61.5K +1,006 +4,024%
KTC
1367
Kistler-Tiffany Companies
Pennsylvania
$59K – – –
PB
1368
Pinnacle Bancorp
Nebraska
$59K – – –
C
1369
Covestor
United Kingdom
$55K +$57.7K +945 New
FFWM
1370
Future Financial Wealth Management
Ohio
$54K +$55K +900 New
SFO
1371
Standard Family Office
South Dakota
$54K +$56.8K +930 New
PCA
1372
Providence Capital Advisors
North Carolina
$53K -$4.28M -70,121 -99%
CCA
1373
Column Capital Advisors
Indiana
$53K -$611 -10 -1%
FPFS
1374
First Personal Financial Services
North Carolina
$53K – – –
SCM
1375
Sirios Capital Management
Massachusetts
$51K -$16K -262 -23%
53 54
55
56 57