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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1401
Asset Dedication LLC
California
$146K -$250K -5,432 -65%
USB
1402
Union Savings Bank
Connecticut
$143K +$133K +2,897 New
EF
1403
Entrust Financial
Pennsylvania
$131K +$122K +2,656 New
QC
1404
Quent Capital
New York
$129K +$2.81K +61 +2%
CSC
1405
Caldwell Sutter Capital
California
$129K -$2.95K -64 -2%
AC
1406
AlphaCore Capital
California
$128K +$9.16K +199 +8%
SCM
1407
Silvant Capital Management
Georgia
$127K – – –
MEG
1408
Millstone Evans Group
Colorado
$122K – – –
VCM
1409
Versant Capital Management
Arizona
$122K +$16.2K +352 +17%
SN
1410
Sittner & Nelson
Oregon
$121K – – –
PG
1411
Proffitt & Goodson
Tennessee
$121K -$9.26K -201 -8%
CTC
1412
Central Trust Company
Missouri
$120K -$95.8K -2,080 -46%
CG
1413
Curat Global
New Hampshire
$120K – – –
SPF
1414
South Plains Financial
Texas
$120K -$1.84K -40 -2%
CWM
1415
Cranbrook Wealth Management
Michigan
$120K – – –
HFS
1416
Hughes Financial Services
Virginia
$112K +$46 +1 +0%
RFP
1417
Root Financial Partners
California
$111K +$599 +13 +0.6%
CAL
1418
Capital Advisors Ltd
Ohio
$111K +$7.74K +168 +8%
AEPWM
1419
Atlantic Edge Private Wealth Management
Florida
$111K – – –
CT
1420
Clearstead Trust
Maine
$110K -$4.33K -94 -4%
AWM
1421
Abound Wealth Management
Tennessee
$108K +$4.24K +92 +4%
BFS
1422
Beacon Financial Strategies
North Carolina
$106K +$99.1K +2,152 New
TC
1423
Trust Company
Kansas
$105K +$98.3K +2,134 New
RFS
1424
Richardson Financial Services
Massachusetts
$102K +$23.8K +516 +33%
GCM
1425
Gables Capital Management
Florida
$101K -$5.43K -118 -5%
55 56
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58 59