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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1101
Ancora Advisors
Ohio
$11K +$17.2K +364 New
AIC
1102
Archer Investment Corporation
Indiana
$10K – – –
RBC
1103
Roble Belko & Company
Pennsylvania
$10K – – –
RWA
1104
Ropes Wealth Advisors
Massachusetts
$10K – – –
LWM
1105
Lenox Wealth Management
Ohio
$10K +$5.86K +124 +54%
GSWM
1106
Golden State Wealth Management
California
$10K +$15.1K +320 New
CA
1107
Crewe Advisors
Utah
$9K -$4.16K -88 -22%
SGAM
1108
Smith Group Asset Management
Texas
$9K -$473 -10 -3%
POIA
1109
Pin Oak Investment Advisors
Texas
$9K – – –
SIS
1110
Sound Income Strategies
Florida
$9K – – –
EWM
1111
Endurance Wealth Management
Rhode Island
$9K +$9.93K +210 +233%
DTIM
1112
Danda Trouve Investment Management
Kansas
$9K +$14.2K +300 New
PFO
1113
Pathstone Family Office
New Jersey
$9K +$14.8K +314 New
CIA
1114
Cascade Investment Advisors
Oregon
$8.54K – – –
ECM
1115
Estabrook Capital Management
New York
$8.48K – – –
GTAM
1116
Global Trust Asset Management
Florida
$8K -$11.8K -250 -50%
LWM
1117
Liberty Wealth Management
California
$7K -$6.48K -137 -36%
TF
1118
Tompkins Financial
New York
$7K -$1.89K -40 -15%
APW
1119
Acima Private Wealth
Virginia
$7K – – –
FCMT
1120
Founders Capital Management (Texas)
Texas
$7K – – –
LF
1121
Lee Financial
Texas
$7K – – –
WCG
1122
Weaver Consulting Group
California
$7K – – –
PFSC
1123
Peoples Financial Services Corp
Pennsylvania
$6K -$33.3K -705 -78%
CCM
1124
Covington Capital Management
California
$6K -$11.7K -247 -56%
BBA
1125
Braun-Bostich & Associates
Pennsylvania
$6K – – –
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