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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMW
726
Cypress Capital Management (Wyoming)
Wyoming
$10.7K – – –
EWM
727
Edge Wealth Management
New York
$10K – – –
PMFA
728
Plante Moran Financial Advisors
Michigan
$10K – – –
ECM
729
Estabrook Capital Management
New York
$8.01K – – –
QAM
730
QCI Asset Management
New York
$8K +$8.22K +213 New
SMG
731
Spectrum Management Group
Indiana
$7K – – –
HR
732
Howe & Rusling
New York
$6K -$617 -16 -9%
GXMC
733
Global X Management Company
New York
$6K – – –
MWP
734
MYCIO Wealth Partners
Pennsylvania
$6K – – –
RA
735
Rational Advisors
New York
$6K – – –
TCCM
736
Timber Creek Capital Management
Massachusetts
$6K – – –
AWM
737
Avior Wealth Management
Nebraska
$6K +$39 +1 +0.6%
RWM
738
Raffa Wealth Management
District of Columbia
$5.2K +$1.08K +28 +24%
LWA
739
Lowe Wealth Advisors
Maryland
$5K – – –
TFO
740
Tarbox Family Office
California
$5K – – –
CHP
741
Cable Hill Partners
Oregon
$5K +$540 +14 +12%
PFBT
742
Parkside Financial Bank & Trust
Missouri
$5K +$5.36K +139 New
CAW
743
Cornerstone Advisors (Washington)
Washington
$4K -$1.66K -43 -27%
DLHL
744
Donald L. Hagan LLC
Florida
$4K +$3.86K +100 New
LYV
745
Live Your Vision
Pennsylvania
$3K +$2.74K +71 New
MSFP
746
Mark Sheptoff Financial Planning
Connecticut
$3K +$3.09K +80 New
HA
747
Harfst & Associates
Wyoming
$2K – – –
NMIS
748
Northwestern Mutual Investment Services
Wisconsin
$2K +$1.97K +51 New
RAM
749
Riggs Asset Management
Pennsylvania
$2K +$2.35K +61 New
RWA
750
Ropes Wealth Advisors
Massachusetts
$2K +$2.39K +62 New
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30
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