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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
851
Centurion Wealth Management
Virginia
$684K +$7.03K +156 +1%
PCA
852
Prosperity Capital Advisors
Ohio
$682K +$317K +7,040 +89%
SAI
853
Savvy Advisors Inc
New York
$682K +$110K +2,435 +20%
PIFP
854
Partners in Financial Planning
Virginia
$677K – – –
CF
855
Centaurus Financial
California
$677K +$196K +4,353 +42%
MSA
856
Marino Stram & Associates
Massachusetts
$677K +$3.16K +70 +0.5%
EC
857
EntryPoint Capital
New York
$676K +$667K +14,796 New
LCGC
858
Legacy Capital Group California
California
$675K +$180 +4 +0%
PAM
859
Panagora Asset Management
Massachusetts
$674K -$10K -222 -1%
AWMS
860
Advocacy Wealth Management Services
Georgia
$673K +$664K +14,720 New
ACP
861
Aviance Capital Partners
Florida
$673K +$29.7K +658 +5%
MFT
862
Moisand Fitzgerald Tamayo
Florida
$673K – – –
SCM
863
Sterling Capital Management
North Carolina
$672K -$3.52K -78 -0.5%
IWA
864
Inspirion Wealth Advisors
Illinois
$671K -$55K -1,220 -7%
XSC
865
X-Square Capital
Puerto Rico
$669K +$271 +6 +0%
S
866
Sunpointe
Missouri
$668K +$84.4K +1,871 +15%
FFO
867
Fiduciary Family Office
Florida
$668K +$29.3K +650 +5%
PCG
868
Prosperity Consulting Group
Maryland
$667K +$46.2K +1,025 +8%
AW
869
Alteri Wealth
California
$666K +$22.3K +495 +4%
3IP
870
3Chopt Investment Partners
Virginia
$664K -$130K -2,877 -17%
IWA
871
Icon Wealth Advisors
Texas
$664K +$9.87K +219 +2%
OHWA
872
Oak Hill Wealth Advisors
Virginia
$663K +$29.3K +650 +5%
WPC
873
Wedmont Private Capital
Pennsylvania
$659K +$60.5K +1,341 +10%
TYCC
874
Texas Yale Capital Corp
Florida
$658K -$5.86K -130 -0.9%
FCCM
875
First City Capital Management
Georgia
$656K +$586 +13 +0.1%
33 34
35
36 37