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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1476
Coastline Trust
Rhode Island
$13K – – –
OW
1477
Olistico Wealth
Oklahoma
$13K – – –
TCG
1478
Transcendent Capital Group
Oklahoma
$13K – – –
TC
1479
Truvestments Capital
Florida
$13K +$13.4K +300 New
AFG
1480
Albion Financial Group
Utah
$12.2K +$12.5K +281 New
SC
1481
Steph & Co
Wisconsin
$12.1K -$5.89K -132 -32%
BOJHT
1482
Bank of Jackson Hole Trust
Wyoming
$11.7K +$12K +270 New
SIC
1483
SJS Investment Consulting
Ohio
$11.6K -$8.39K -188 -41%
MSWM
1484
Mowery & Schoenfeld Wealth Management
Illinois
$11K +$11.3K +254 New
WWP
1485
WR Wealth Planners
Missouri
$10.9K -$223 -5 -2%
BFPW
1486
BOK Financial Private Wealth
Colorado
$10.8K +$7.01K +157 +169%
T
1487
Transce3nd
Texas
$10.7K +$11K +246 New
PMFA
1488
Plante Moran Financial Advisors
Michigan
$9.93K -$982 -22 -9%
HWP
1489
Highline Wealth Partners
California
$9.8K +$3.26K +73 +48%
AP
1490
Atwood & Palmer
Missouri
$9.76K – – –
IHWM
1491
Iron Horse Wealth Management
Iowa
$9.63K – – –
DF
1492
Dunhill Financial
United Kingdom
$9.47K +$3.7K +83 +61%
SNB
1493
Security National Bank
Nebraska
$9.33K – – –
OCM
1494
Orion Capital Management
California
$9.33K +$9.6K +215 New
BIA
1495
Bell Investment Advisors
California
$9.24K -$5.53K -124 -37%
BHWM
1496
Beaird Harris Wealth Management
Texas
$8.81K – – –
B
1497
Birchbrook
Maine
$8.68K +$8.93K +200 New
RWM
1498
Raffa Wealth Management
District of Columbia
$8.59K – – –
WWM
1499
Wolff Wiese Magana
California
$8.46K +$6.92K +155 +388%
PPA
1500
Painted Porch Advisors
California
$8.42K +$8.66K +194 New
58 59
60
61 62