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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
1401
Pinney & Scofield
Massachusetts
$56.8K +$58.5K +1,310 New
FIA
1402
FNY Investment Advisers
New York
$56K +$22.3K +500 +63%
BLC
1403
Brown, Lisle/Cummings
Rhode Island
$55.4K +$56.9K +1,276 New
TC
1404
Trust Company
Kansas
$53.5K – – –
TWD
1405
True Wealth Design
Ohio
$53.4K +$1.43K +32 +3%
PWMG
1406
Private Wealth Management Group
New Jersey
$53.2K -$268 -6 -0.5%
BFS
1407
Burkett Financial Services
South Carolina
$52.5K +$580 +13 +1%
EFG
1408
Ethos Financial Group
Pennsylvania
$52.4K +$53.9K +1,208 New
CSB
1409
City State Bank
Iowa
$50.7K +$32K +716 +158%
BCMLT
1410
Beacon Capital Management LLC (Tennessee)
Tennessee
$48.6K +$402 +9 +0.8%
WTA
1411
Washington Trust Advisors
Massachusetts
$47.5K – – –
PAM
1412
Paradigm Asset Management
New York
$47K -$1.6M -35,800 -97%
TFIPS
1413
Towarzystwo Funduszy Inwestycyjnych PZU SA
$46.7K – – –
POIA
1414
Pin Oak Investment Advisors
Texas
$46K – – –
WPA
1415
West Paces Advisors
Georgia
$45.9K -$803 -18 -2%
AWM
1416
Abound Wealth Management
Tennessee
$45.1K +$5K +112 +12%
CW
1417
Curio Wealth
Maryland
$45K +$46.3K +1,037 New
CAS
1418
Coppell Advisory Solutions
Texas
$43.2K -$6.61K -148 -13%
WCM
1419
Winthrop Capital Management
Indiana
$40K – – –
CCA
1420
Criterion Capital Advisors
Tennessee
$39.8K – – –
KWAG
1421
Kiely Wealth Advisory Group
North Carolina
$37.9K – – –
MTIC
1422
Missouri Trust & Investment Company
Missouri
$37K – – –
HWM
1423
Horizons Wealth Management
North Carolina
$37K – – –
RA
1424
Rise Advisors
New York
$37K +$402 +9 +1%
EDRH
1425
Edmond de Rothschild Holding
Switzerland
$36.3K – – –
55 56
57
58 59