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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
926
M&R Capital Management
New Jersey
$74K – – –
MIM
927
Macroview Investment Management
Maryland
$72K +$74.9K +1,391 New
AIM
928
Advantage Investment Management
Iowa
$65K -$5.33K -99 -7%
WF
929
WealthTrust Fairport
Ohio
$64K +$66K +1,225 New
CFG
930
CKW Financial Group
Hawaii
$63K +$1.51K +28 +2%
CAW
931
Cornerstone Advisors (Washington)
Washington
$63K +$21.1K +391 +48%
AC
932
Avestar Capital
New York
$60K -$9.21K -171 -12%
APP
933
Avantax Planning Partners
Iowa
$59K +$61.6K +1,143 New
FFC
934
First Financial Corp
Indiana
$57K -$3.56K -66 -6%
OIA
935
Optimum Investment Advisors
Illinois
$57K +$59.2K +1,100 New
APSP
936
Asset Planning Services (Pennsylvania)
Pennsylvania
$54K – – –
PCP
937
Proficio Capital Partners
Massachusetts
$54K +$862 +16 +2%
PCA
938
Peddock Capital Advisors
Massachusetts
$53K – – –
CPA
939
Clear Perspective Advisors
Illinois
$53K +$55.2K +1,025 New
TDC
940
Thompson Davis & Co
Virginia
$52K +$10.8K +200 +25%
WIM
941
Westside Investment Management
California
$50.6K – – –
MCWS
942
McKinley Carter Wealth Services
West Virginia
$50K +$51.7K +960 New
GCM
943
Gables Capital Management
Florida
$50K +$52.1K +968 New
ST
944
Smithfield Trust
Pennsylvania
$48K – – –
PMFA
945
Plante Moran Financial Advisors
Michigan
$47K -$3.23K -60 -6%
BAM
946
Barrett Asset Management
New York
$47K – – –
YWP
947
YorkBridge Wealth Partners
New York
$43K – – –
BWP
948
Baldwin Wealth Partners
Massachusetts
$43K +$54 +1 +0.1%
CFN
949
Cordasco Financial Network
Florida
$42K – – –
KA
950
Kaizen Advisory
Illinois
$41K -$1.2M -22,349 -97%
36 37
38
39 40