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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
TH
1401
TCTC Holdings
Texas
$56.8K +$12.8K +287 +28%
PS
1402
Pinney & Scofield
Massachusetts
$56.8K +$58.5K +1,310 New
FIA
1403
FNY Investment Advisers
New York
$56K +$22.3K +500 +63%
BLC
1404
Brown, Lisle/Cummings
Rhode Island
$55.4K +$56.9K +1,276 New
TC
1405
Trust Company
Kansas
$53.5K – – –
TWD
1406
True Wealth Design
Ohio
$53.4K +$1.43K +32 +3%
PWMG
1407
Private Wealth Management Group
New Jersey
$53.2K -$268 -6 -0.5%
BFS
1408
Burkett Financial Services
South Carolina
$52.5K +$580 +13 +1%
EFG
1409
Ethos Financial Group
Pennsylvania
$52.4K +$53.9K +1,208 New
CSB
1410
City State Bank
Iowa
$50.7K +$32K +716 +158%
BCMLT
1411
Beacon Capital Management LLC (Tennessee)
Tennessee
$48.6K +$402 +9 +0.8%
WTA
1412
Washington Trust Advisors
Massachusetts
$47.5K – – –
PAM
1413
Paradigm Asset Management
New York
$47K -$1.6M -35,800 -97%
TFIPS
1414
Towarzystwo Funduszy Inwestycyjnych PZU SA
$46.7K – – –
POIA
1415
Pin Oak Investment Advisors
Texas
$46K – – –
WPA
1416
West Paces Advisors
Georgia
$45.9K -$803 -18 -2%
AWM
1417
Abound Wealth Management
Tennessee
$45.1K +$5K +112 +12%
CW
1418
Curio Wealth
Maryland
$45K +$46.3K +1,037 New
CAS
1419
Coppell Advisory Solutions
Texas
$43.2K -$6.61K -148 -13%
WCM
1420
Winthrop Capital Management
Indiana
$40K – – –
CCA
1421
Criterion Capital Advisors
Tennessee
$39.8K – – –
KWAG
1422
Kiely Wealth Advisory Group
North Carolina
$37.9K – – –
MTIC
1423
Missouri Trust & Investment Company
Missouri
$37K – – –
HWM
1424
Horizons Wealth Management
North Carolina
$37K – – –
RA
1425
Rise Advisors
New York
$37K +$402 +9 +1%