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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
726
Ropes Wealth Advisors
Massachusetts
$10K +$7.47K +225 +363%
ST
727
Spot Trading
Illinois
$10K +$9.97K +300 New
CFA
728
CT Financial Advisors
Pennsylvania
$9.98K – – –
CCMW
729
Cypress Capital Management (Wyoming)
Wyoming
$9.98K – – –
EWM
730
Edge Wealth Management
New York
$9K – – –
IR
731
Invictus RG
Bermuda
$9K +$9.4K +283 New
ECM
732
Estabrook Capital Management
New York
$7.49K – – –
AIM
733
Arcadia Investment Management
Michigan
$7K – – –
PMFA
734
Plante Moran Financial Advisors
Michigan
$7K – – –
SMG
735
Spectrum Management Group
Indiana
$7K – – –
BAM
736
Barrett Asset Management
New York
$7K +$6.64K +200 New
AWM
737
Avior Wealth Management
Nebraska
$6K +$33 +1 +0.5%
TSU
738
TD Securities (USA)
New York
$6K +$33 +1 +0.6%
TFO
739
Tarbox Family Office
California
$5K -$3.39K -102 -41%
PFBT
740
Parkside Financial Bank & Trust
Missouri
$5K -$930 -28 -18%
DBT
741
Dubuque Bank & Trust
Iowa
$5K – – –
CAW
742
Cornerstone Advisors (Washington)
Washington
$5K +$1.5K +45 +39%
RWM
743
Raffa Wealth Management
District of Columbia
$4.46K – – –
LWA
744
Lowe Wealth Advisors
Maryland
$4K – – –
AIM
745
Acrospire Investment Management
Illinois
$4K +$3.52K +106 New
TWA
746
TCI Wealth Advisors
Arizona
$3K -$11.6K -349 -80%
HR
747
Howe & Rusling
New York
$3K -$2.19K -66 -39%
DADC
748
D.A. Davidson & Co
Montana
$3K -$1.1K -33 -22%
MWP
749
MYCIO Wealth Partners
Pennsylvania
$3K – – –
IAS
750
INR Advisory Services
Pennsylvania
$3K +$2.56K +77 New
28 29
30
31 32