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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
851
TCI Wealth Advisors
Arizona
$10K -$14.5K -333 -60%
FCMT
852
Founders Capital Management (Texas)
Texas
$10K -$3.26K -75 -25%
PMFA
853
Plante Moran Financial Advisors
Michigan
$10K – – –
SGAM
854
Smith Group Asset Management
Texas
$10K – – –
HR
855
Howe & Rusling
New York
$9K +$4.82K +111 +142%
GBT
856
Grove Bank & Trust
Florida
$7K – – –
IPC
857
Independent Portfolio Consultants
Florida
$7K – – –
TFO
858
Tarbox Family Office
California
$7K – – –
PCP
859
Proficio Capital Partners
Massachusetts
$7K +$347 +8 +6%
LWA
860
Lowe Wealth Advisors
Maryland
$6K – – –
AUB
861
Atlantic Union Bankshares
Virginia
$4.79K +$24.8K +572 +0.5%
RWM
862
Raffa Wealth Management
District of Columbia
$4.54K – – –
WAS
863
Winch Advisory Services
Wisconsin
$4K -$1.29M -29,627 -100%
MSFP
864
Mark Sheptoff Financial Planning
Connecticut
$4K -$43 -1 -1%
IAS
865
INR Advisory Services
Pennsylvania
$4K – – –
WAS
866
WESPAC Advisors SoCal
California
$4K – – –
BL
867
Balentine LLC
Georgia
$3K – – –
LYV
868
Live Your Vision
Pennsylvania
$3K – – –
CRC
869
Curi RMB Capital
Illinois
$3K +$738 +17 +43%
IUHSA
870
Itau Unibanco Holding S.A.
Brazil
$3K +$2.6K +60 New
SFSIG
871
San Francisco Sentry Investment Group
California
$3K +$2.6K +60 New
CHP
872
Cable Hill Partners
Oregon
$2K +$1.56K +36 +257%
WEC
873
Winslow Evans & Crocker
Massachusetts
$1.91K -$69.5K -1,600 -97%
FA
874
FMA Advisory
Pennsylvania
$312 +$347 +8 +0.1%
IWM
875
IHT Wealth Management
Illinois
$13 +$99.6K +2,294 +166%
33 34
35
36 37