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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
1401
City State Bank
Iowa
$32K +$33.6K +550 New
AWA
1402
Amplius Wealth Advisors
Pennsylvania
$31K +$32.4K +530 New
DWA
1403
Delos Wealth Advisors
Texas
$30K +$16.5K +270 +109%
FP
1404
Financial Perspectives
Minnesota
$29.6K – – –
CA
1405
Crewe Advisors
Utah
$29K – – –
ME
1406
McIlrath & Eck
Washington
$28K – – –
RFA
1407
Reilly Financial Advisors
California
$28K +$29.2K +478 New
AA
1408
Ancora Advisors
Ohio
$27K – – –
HDIM
1409
Hanson & Doremus Investment Management
Vermont
$25K +$21.8K +356 +456%
EWM
1410
Elmwood Wealth Management
California
$25K +$26.5K +434 New
JG
1411
Jefferies Group
New York
$23.4K +$12.2K +200 +100%
TH
1412
TCTC Holdings
Texas
$23K -$17.2K -281 -42%
BIA
1413
Bell Investment Advisors
California
$23K +$1.65K +27 +8%
CAL
1414
Capital Advisors Ltd
Ohio
$23K +$24.1K +394 New
TFO
1415
Tarbox Family Office
California
$22K -$61 -1 -0.3%
MCA
1416
Maryland Capital Advisors
Maryland
$22K +$22.7K +372 New
PSB
1417
Piscataqua Savings Bank
New Hampshire
$21K -$2.44K -40 -10%
LPP
1418
Life Planning Partners
Florida
$21K +$21.8K +357 New
BLC
1419
Brown, Lisle/Cummings
Rhode Island
$20.2K +$21.1K +345 New
WB
1420
Webster Bank
Connecticut
$20K -$1.59K -26 -7%
PK
1421
Pflug Koory
Nebraska
$20K – – –
GWSG
1422
GPS Wealth Strategies Group
Colorado
$20K +$20.7K +339 New
BAM
1423
Baldrige Asset Management
Pennsylvania
$19K – – –
BWM
1424
Baystate Wealth Management
Massachusetts
$19K +$183 +3 +0.9%
CWM
1425
Cranbrook Wealth Management
Michigan
$17K -$8K -131 -31%
55 56
57
58 59