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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
1376
Gables Capital Management
Florida
$94.2K – – –
GSWM
1377
Golden State Wealth Management
California
$94K +$96.7K +2,167 New
C
1378
Covestor
United Kingdom
$94K +$1.07K +24 +1%
AG
1379
AmeriFlex Group
Nevada
$90.7K +$85K +1,905 New
PB
1380
Pinnacle Bancorp
Nebraska
$89.3K -$2.9K -65 -3%
FCAS
1381
First Command Advisory Services
Texas
$88K – – –
ST
1382
Smithfield Trust
Pennsylvania
$86K – – –
SPF
1383
South Plains Financial
Texas
$85.7K +$88.1K +1,975 New
CAL
1384
Capital Advisors Ltd
Ohio
$85K – – –
CT
1385
Clearstead Trust
Maine
$80.1K – – –
LFG
1386
Larson Financial Group
Missouri
$79.9K +$16K +358 +24%
BFS
1387
Bare Financial Services
Pennsylvania
$78.6K -$26.3K -590 -25%
RFS
1388
Richardson Financial Services
Massachusetts
$73.5K +$75.6K +1,695 New
OIA
1389
Optimum Investment Advisors
Illinois
$72.5K – – –
MSG
1390
Main Street Group
Virginia
$71.9K +$312 +7 +0.4%
CA
1391
CoreCap Advisors
Michigan
$71.8K +$32.8K +735 +80%
LSA
1392
Leonteq Securities AG
Switzerland
$70.2K -$57.1K -1,280 -44%
SC
1393
Stephens Consulting
Michigan
$67.5K – – –
Q1WB
1394
Quest 10 Wealth Builders
Virginia
$62.6K +$64.4K +1,443 New
USB
1395
Union Savings Bank
Connecticut
$62K +$32.3K +724 +103%
MFC
1396
Mechanics Financial Corp
Ohio
$59.6K -$5.36K -120 -8%
GKIM
1397
GW&K Investment Management
Massachusetts
$59K +$536 +12 +0.9%
PWA
1398
Physician Wealth Advisors
Utah
$58.9K +$60.6K +1,358 New
VCM
1399
Versant Capital Management
Arizona
$57K +$21.1K +472 +56%
IRAG
1400
Investment Research & Advisory Group
Georgia
$56.9K +$580 +13 +1%
54 55
56
57 58