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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1401
Abound Wealth Management
Tennessee
$98.9K -$2.57K -52 -2%
BWAM
1402
Boyd Watterson Asset Management
Ohio
$96.1K -$48.1K -973 -32%
RFG
1403
REAP Financial Group
Texas
$95.9K +$1.88K +38 +2%
SPF
1404
South Plains Financial
Texas
$94.7K -$18.6K -376 -15%
GKIM
1405
GW&K Investment Management
Massachusetts
$92K +$3.61K +73 +4%
HIIFS
1406
Harel Insurance Investments & Financial Services
Israel
$92K +$98.8K +2,000 New
GSWM
1407
Golden State Wealth Management
California
$90.7K +$840 +17 +0.9%
IAS
1408
IMA Advisory Services
Colorado
$90.1K -$889 -18 -0.9%
EP
1409
Essential Partners
California
$89.3K -$3.11K -63 -3%
ST
1410
Smithfield Trust
Pennsylvania
$89K – – –
MWM
1411
Magnolia Wealth Management
Alabama
$87.5K +$94.1K +1,904 New
GCM
1412
Gables Capital Management
Florida
$85K -$10K -203 -10%
NRG
1413
Nemes Rush Group
Michigan
$84.8K -$2.82K -57 -3%
IRAG
1414
Investment Research & Advisory Group
Georgia
$81.1K +$692 +14 +0.9%
TC
1415
Truvestments Capital
Florida
$76.9K – – –
M
1416
MOTCO
Texas
$75.5K -$1.28K -26 -2%
QC
1417
Quent Capital
New York
$73.8K -$50.1K -1,013 -39%
PNC
1418
Park National Corp
Ohio
$73.5K +$79K +1,598 New
SS
1419
SBI Securities
Japan
$70.3K +$741 +15 +1%
PWAM
1420
Private Wealth Asset Management
Iowa
$69.5K +$14.8K +300 +25%
CCM
1421
Chilton Capital Management
Texas
$69K -$642 -13 -0.9%
RF
1422
Rossby Financial
Florida
$68.3K +$1.53K +31 +2%
PWA
1423
Physician Wealth Advisors
Utah
$68K +$296 +6 +0.4%
TSMHT
1424
Thurston Springer Miller Herd & Titak
Indiana
$67.9K -$6.72K -136 -8%
BIAS
1425
Beacon Investment Advisory Services
New Jersey
$67.6K +$72.6K +1,470 New
55 56
57
58 59