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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
1476
Flagship Wealth Advisors
Massachusetts
$65.2K +$17.1K +347 +36%
RTC
1477
Riverview Trust Company
Washington
$64.6K – – –
BFS
1478
Burkett Financial Services
South Carolina
$64.6K +$689 +14 +1%
WETS
1479
Wealth Enhancement Trust Services
South Dakota
$64.5K – – –
FFO
1480
Fortitude Family Office
Arizona
$63.4K +$39.3K +799 +169%
MSG
1481
Main Street Group
Virginia
$62.4K -$4.77K -97 -7%
CT
1482
Clearstead Trust
Maine
$62.3K – – –
PGAM
1483
Princeton Global Asset Management
New Jersey
$61.4K +$738 +15 +1%
AG
1484
AmeriFlex Group
Nevada
$61.2K -$1.72K -35 -3%
WAG
1485
Wilkerson Advisory Group
Missouri
$60.3K +$18.9K +385 +47%
RF
1486
Rossby Financial
Florida
$58.6K -$14K -285 -19%
WTA
1487
Washington Trust Advisors
Massachusetts
$58.6K – – –
CSB
1488
City State Bank
Iowa
$58.2K – – –
LIA
1489
Luken Investment Analytics
Tennessee
$57.9K +$57.2K +1,163 New
WA
1490
WPG Advisers
Maryland
$57.2K +$11.7K +238 +26%
FB
1491
First Bancorp
Maine
$56.2K +$55.5K +1,129 New
WA
1492
Whipplewood Advisors
Colorado
$55.9K -$267K -5,435 -83%
HIA
1493
Harbor Investment Advisory
Maryland
$55.7K – – –
MBFW
1494
Morton Brown Family Wealth
Pennsylvania
$55K +$33.3K +677 +159%
GA
1495
GoalVest Advisory
New York
$54.5K +$1.52K +31 +3%
POIA
1496
Pin Oak Investment Advisors
Texas
$54K +$738 +15 +1%
PAM
1497
Paradigm Asset Management
New York
$54K – – –
KFAS
1498
Keating Financial Advisory Services
Kansas
$53.3K +$14.9K +302 +39%
DCM
1499
Dorato Capital Management
Colorado
$52.2K – – –
CA
1500
CoreCap Advisors
Michigan
$51.6K +$6.2K +126 +14%
58 59
60
61 62