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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
801
Parallel Advisors
California
$54K +$48.4K +1,138 New
NFG
802
Next Financial Group
Texas
$49K -$58.5K -1,375 -57%
APSP
803
Asset Planning Services (Pennsylvania)
Pennsylvania
$49K – – –
PCA
804
Peddock Capital Advisors
Massachusetts
$48K – – –
GRP
805
Global Retirement Partners
California
$47K +$42.1K +990 New
WIM
806
Westside Investment Management
California
$46.5K +$42.3K +994 New
ST
807
Smithfield Trust
Pennsylvania
$44K +$18.3K +430 +86%
RFA
808
Reilly Financial Advisors
California
$42K +$27.2K +640 +248%
RFM
809
Royal Fund Management
Florida
$42K +$38K +894 New
BAM
810
Barrett Asset Management
New York
$42K +$38.3K +900 New
EWM
811
Edge Wealth Management
New York
$40K – – –
CFN
812
Cordasco Financial Network
Florida
$38K – – –
CAW
813
Cornerstone Advisors (Washington)
Washington
$38K – – –
TDC
814
Thompson Davis & Co
Virginia
$37K +$4.72K +111 +16%
MUS
815
Mitsubishi UFJ Securities
Japan
$37K +$33.6K +790 New
WB
816
Webster Bank
Connecticut
$36K +$32.5K +764 New
OSNBOA
817
Old Second National Bank of Aurora
Illinois
$33K – – –
WA
818
WealthTrust-Arizona
Arizona
$30K +$43 +1 +0.2%
CG
819
Cutler Group
California
$27K -$198K -4,651 -89%
KT
820
Kanaly Trust
Texas
$27K – – –
PMFA
821
Plante Moran Financial Advisors
Michigan
$26K -$1.87K -44 -7%
AWM
822
AllSquare Wealth Management
New York
$24K – – –
AIS
823
Accurate Investment Solutions
Pennsylvania
$24K +$21.3K +500 New
SIAP
824
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$23K +$20.4K +479 New
YWP
825
YorkBridge Wealth Partners
New York
$23K +$22K +517 New
31 32
33
34 35