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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
676
Edge Wealth Management
New York
$11K – – –
PMFA
677
Plante Moran Financial Advisors
Michigan
$11K – – –
WCM
678
Wealthcare Capital Management
Virginia
$11K +$11K +292 New
GWM
679
Gupta Wealth Management
California
$10K +$9.46K +251 New
PR
680
Payden & Rygel
California
$9K – – –
ECM
681
Estabrook Capital Management
New York
$8.77K – – –
SMG
682
Spectrum Management Group
Indiana
$8K -$54.6K -1,450 -88%
AWS
683
Aris Wealth Services
Pennsylvania
$8K +$7.58K +201 New
MWAN
684
Mariner Wealth Advisors (NYC)
Kansas
$8K +$7.8K +207 New
RA
685
Rational Advisors
New York
$7K -$760K -20,166 -99%
CPIG
686
Chicago Partners Investment Group
Illinois
$7K -$6.78K -180 -50%
HR
687
Howe & Rusling
New York
$7K – – –
AWM
688
Avior Wealth Management
Nebraska
$7K +$38 +1 +0.6%
TFO
689
Tarbox Family Office
California
$6K – – –
TCCM
690
Timber Creek Capital Management
Massachusetts
$6K – – –
CAW
691
Cornerstone Advisors (Washington)
Washington
$6K +$2.71K +72 +84%
CFSG
692
Community Financial Services Group
Vermont
$6K +$5.46K +145 New
CHP
693
Cable Hill Partners
Oregon
$5K – – –
RWM
694
Raffa Wealth Management
District of Columbia
$4.6K – – –
VIA
695
Vantage Investment Advisors
Pennsylvania
$4K – – –
MWP
696
MYCIO Wealth Partners
Pennsylvania
$4K +$3.77K +100 New
AF
697
Arrow Financial
New York
$3K -$3.28K -87 -50%
IC
698
Intersect Capital
California
$3K – – –
WEC
699
Winslow Evans & Crocker
Massachusetts
$1.64K – – –
HRIA
700
Haberer Registered Investment Advisor
Ohio
$1K – – –
26 27
28
29 30