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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RFM
951
Royal Fund Management
Florida
$45K +$47.5K +894 New
BWM
952
BerganKDV Wealth Management
Minnesota
$43K +$45.1K +848 New
BWP
953
Baldwin Wealth Partners
Massachusetts
$42K – – –
YWP
954
YorkBridge Wealth Partners
New York
$42K – – –
TAIM
955
TD Ameritrade Investment Management
Nebraska
$41K +$43.2K +813 New
APSP
956
Asset Planning Services (Pennsylvania)
Pennsylvania
$40K -$13.2K -248 -24%
TDC
957
Thompson Davis & Co
Virginia
$40K -$10.6K -200 -20%
PFSC
958
Peoples Financial Services Corp
Pennsylvania
$38K – – –
BBA
959
Braun-Bostich & Associates
Pennsylvania
$37K +$24.5K +461 +163%
GTAM
960
Global Trust Asset Management
Florida
$34K – – –
CBT
961
Capital Bank & Trust
California
$32K +$5.31K +100 +19%
BWL
962
Bogart Wealth LLC
Virginia
$31K -$1.91K -36 -5%
FA
963
Fortis Advisors
Pennsylvania
$30K +$213 +4 +0.7%
RA
964
Rational Advisors
New York
$29K +$20.3K +382 +196%
HDIM
965
Hanson & Doremus Investment Management
Vermont
$28K -$11.2K -211 -27%
RAM
966
Riggs Asset Management
Pennsylvania
$28K – – –
SFSIG
967
San Francisco Sentry Investment Group
California
$28K – – –
TL
968
TrueWealth LLC
Georgia
$27K – – –
OIA
969
OneDigital Investment Advisors
Kansas
$27K +$53 +1 +0.2%
HI
970
Hudock Inc
Pennsylvania
$27K +$159 +3 +0.5%
AWM
971
AllSquare Wealth Management
New York
$26K – – –
PFBT
972
Parkside Financial Bank & Trust
Missouri
$26K +$1.59K +30 +6%
FHA
973
Flagship Harbor Advisors
Massachusetts
$26K +$28.4K +535 New
SMG
974
Spectrum Management Group
Indiana
$25K – – –
BAMG
975
Brand Asset Management Group
Missouri
$25K +$26.6K +500 New
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