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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1001
Institute for Wealth Management
Colorado
$413K -$888 -18 -0.2%
GLA
1002
Good Life Advisors
Pennsylvania
$413K +$33.3K +676 +8%
GL
1003
Graypoint LLC
New York
$413K +$57.4K +1,163 +15%
PCM
1004
Prelude Capital Management
New York
$408K +$424K +8,603 New
BAS
1005
Brown Advisory Securities
Maryland
$407K -$88.8K -1,800 -17%
CFO
1006
Collective Family Office
Pennsylvania
$404K -$1.28K -26 -0.3%
FPWM
1007
FSB Premier Wealth Management
Iowa
$403K +$3.11K +63 +0.7%
CCA
1008
Cobblestone Capital Advisors
New York
$401K +$48.8K +990 +13%
RF
1009
Rollins Financial
Georgia
$400K +$241K +4,878 +137%
SBL
1010
Sargent Bickham Lagudis
Colorado
$399K -$36K -729 -8%
CIM
1011
CIM Investment Management
Pennsylvania
$398K -$2.56K -52 -0.6%
GC
1012
Gilbert & Cook
Iowa
$398K +$15.9K +323 +4%
SB
1013
Strategic Blueprint
Georgia
$397K -$2.42K -49 -0.6%
VI
1014
Versor Investments
New York
$397K +$412K +8,361 New
NC
1015
NewSquare Capital
Pennsylvania
$396K – – –
TFF
1016
The Family Firm
Maryland
$393K +$409K +8,287 New
GIA
1017
Gateway Investment Advisers
Ohio
$392K +$1.58K +32 +0.4%
ECM
1018
Evergreen Capital Management
Washington
$390K +$11.4K +231 +3%
BCM
1019
Birmingham Capital Management
Alabama
$389K – – –
APG
1020
Abacus Planning Group
South Carolina
$387K -$16.6K -336 -4%
SAMT
1021
Select Asset Management & Trust
Pennsylvania
$386K – – –
CF
1022
Centaurus Financial
California
$386K +$115K +2,331 +40%
XWM
1023
Xcel Wealth Management
Florida
$385K +$49 +1 +0%
MWM
1024
Madison Wealth Management
Ohio
$384K +$4.98K +101 +1%
STA
1025
Summit Trail Advisors
New York
$382K -$8.29K -168 -2%
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