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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1601
Miller Wealth Advisors
Colorado
$12.5K – – –
DJSG
1602
D.J. St. Germain
Massachusetts
$12.4K – – –
ANBT
1603
American National Bank & Trust
Texas
$12.2K +$12K +244 New
FA
1604
Fedenia Advisers
Wisconsin
$12K +$11.8K +240 New
KFI
1605
Key Financial Inc
Pennsylvania
$11.6K +$3.74K +76 +49%
MSWM
1606
Mowery & Schoenfeld Wealth Management
Illinois
$11.2K – – –
AP
1607
Atwood & Palmer
Missouri
$11.2K – – –
PWA
1608
Provenance Wealth Advisors
Florida
$11.2K +$11.1K +225 New
RWM
1609
Raffa Wealth Management
District of Columbia
$10.9K +$1.48K +30 +16%
RWPA
1610
Richard W. Paul & Associates
Michigan
$10.5K -$13.4K -273 -56%
RWM
1611
RMG Wealth Management
Wisconsin
$10.5K +$5.46K +111 +98%
JGCM
1612
Joseph Group Capital Management
Ohio
$10.2K +$3.84K +78 +62%
CMP
1613
Coston McIsaac & Partners
Maine
$10K – – –
RP
1614
Raelipskie Partnership
Ontario, Canada
$9.96K -$12.2K -247 -55%
WB
1615
Webster Bank
Connecticut
$9.96K – – –
FCMT
1616
Founders Capital Management (Texas)
Texas
$9.96K +$9.84K +200 New
SIM
1617
Sims Investment Management
Ohio
$9.86K +$9.74K +198 New
FCAS
1618
First Command Advisory Services
Texas
$9.81K +$4.82K +98 +99%
DSC
1619
Duncker Streett & Co
Missouri
$9.77K -$2.36K -48 -20%
BHWM
1620
Bay Harbor Wealth Management
Maryland
$9.52K +$2.36K +48 +34%
S
1621
Sachetta
Massachusetts
$9.47K +$344 +7 +4%
SC
1622
Swan Capital
Florida
$8.97K +$492 +10 +6%
BCM
1623
Boreal Capital Management
Florida
$8.77K – – –
PMFA
1624
Plante Moran Financial Advisors
Michigan
$8.62K – – –
CFM
1625
Cornerstone Financial Management
Massachusetts
$8.62K +$246 +5 +3%
63 64
65
66 67