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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
851
Corbenic Partners
Pennsylvania
$13K – – –
WT
852
Whittier Trust
California
$12K – – –
TRCT
853
Tower Research Capital (TRC)
New York
$11K -$3.26K -71 -24%
FCMT
854
Founders Capital Management (Texas)
Texas
$11K – – –
SGAM
855
Smith Group Asset Management
Texas
$11K – – –
TG
856
TLP Group
Illinois
$11K +$10.9K +238 New
TWA
857
TCI Wealth Advisors
Arizona
$10K -$644 -14 -6%
PMFA
858
Plante Moran Financial Advisors
Michigan
$10K – – –
HR
859
Howe & Rusling
New York
$9K +$322 +7 +4%
TFO
860
Tarbox Family Office
California
$9K +$2.25K +49 +33%
GBT
861
Grove Bank & Trust
Florida
$8K – – –
FPS
862
Fieldpoint Private Securities
Connecticut
$7K +$6.9K +150 New
RIA
863
RPG Investment Advisory
California
$7K +$7.13K +155 New
LWA
864
Lowe Wealth Advisors
Maryland
$6K – – –
LA
865
Legacy Advisors
Pennsylvania
$6K +$6.07K +132 New
OFW
866
Omnia Family Wealth
Florida
$5K -$8.04K -175 -64%
CRC
867
Curi RMB Capital
Illinois
$5K +$2.16K +47 +82%
RWM
868
Raffa Wealth Management
District of Columbia
$4.69K – – –
BWM
869
Baystate Wealth Management
Massachusetts
$4K -$63K -1,370 -94%
MSFP
870
Mark Sheptoff Financial Planning
Connecticut
$4K – – –
WAS
871
WESPAC Advisors SoCal
California
$4K – – –
IAS
872
INR Advisory Services
Pennsylvania
$4K +$46 +1 +1%
BL
873
Balentine LLC
Georgia
$3K – – –
CIM
874
Contravisory Investment Management
Massachusetts
$3K +$3.22K +70 New
AAP
875
Arax Advisory Partners
Colorado
$2K -$137K -2,979 -98%
33 34
35
36 37