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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
876
Plante Moran Financial Advisors
Michigan
$9K -$15.6K -333 -61%
AIM
877
Arcadia Investment Management
Michigan
$9K – – –
AWM
878
Avior Wealth Management
Nebraska
$8K +$93 +2 +1%
IPC
879
Independent Portfolio Consultants
Florida
$7K -$13.9K -298 -65%
GBT
880
Grove Bank & Trust
Florida
$7K – – –
TFO
881
Tarbox Family Office
California
$7K – – –
GBBWRPM
882
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$7K +$7.01K +150 New
LWA
883
Lowe Wealth Advisors
Maryland
$6K – – –
PCP
884
Proficio Capital Partners
Massachusetts
$6K +$4.81K +103 +322%
HCA
885
Harbour Capital Advisors
Virginia
$5.59K +$5.84K +125 New
WP
886
WealthPLAN Partners
Nebraska
$4.56K +$4.86K +104 New
RWM
887
Raffa Wealth Management
District of Columbia
$4.47K -$1.92K -41 -29%
WAS
888
WESPAC Advisors SoCal
California
$4.47K +$4.67K +100 New
IAS
889
INR Advisory Services
Pennsylvania
$4K +$47 +1 +1%
MSFP
890
Mark Sheptoff Financial Planning
Connecticut
$4K +$47 +1 +1%
FFW
891
Fusion Family Wealth
New York
$4K +$3.97K +85 New
HR
892
Howe & Rusling
New York
$3K -$1.17K -25 -24%
BL
893
Balentine LLC
Georgia
$3K – – –
CIM
894
Contravisory Investment Management
Massachusetts
$3K – – –
LYV
895
Live Your Vision
Pennsylvania
$3K – – –
RAM
896
Riggs Asset Management
Pennsylvania
$3K – – –
NYLT
897
New York Life Trust
New York
$2K -$748 -16 -32%
CRC
898
Curi RMB Capital
Illinois
$2K +$1.87K +40 New
AAP
899
Arax Advisory Partners
Colorado
$1K – – –
CHP
900
Cable Hill Partners
Oregon
$1K – – –
34 35
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37 38