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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1101
Financial Advantage
Maryland
$23K – – –
RDWM
1102
Red Door Wealth Management
Tennessee
$23K – – –
CCA
1103
Column Capital Advisors
Indiana
$22K – – –
SL
1104
Savior LLC
Massachusetts
$22K +$4.29K +119 +25%
EWM
1105
Edge Wealth Management
New York
$21K – – –
PWMG
1106
Prestige Wealth Management Group
New Jersey
$21K +$6.66K +185 +52%
RFA
1107
Reilly Financial Advisors
California
$19K +$2.95K +82 +19%
SBL
1108
Sargent Bickham Lagudis
Colorado
$19K +$18K +500 New
FP
1109
Financial Perspectives
Minnesota
$19K – – –
HFA
1110
Hoover Financial Advisors
Pennsylvania
$18K +$16.9K +469 New
FDCDDQ
1111
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.8K -$3.82K -106 -18%
ME
1112
McIlrath & Eck
Washington
$17K -$5.73K -159 -26%
FMP
1113
Financial Management Professionals
Texas
$17K +$13.5K +375 +426%
CWM
1114
Campbell Wealth Management
Virginia
$16K +$15.3K +424 New
TFO
1115
Tarbox Family Office
California
$14K -$19.4K -538 -59%
AA
1116
Ancora Advisors
Ohio
$14K – – –
LWM
1117
Lenox Wealth Management
Ohio
$14K +$1.15K +32 +9%
SGAM
1118
Smith Group Asset Management
Texas
$14K +$2.88K +80 +28%
JWA
1119
JFS Wealth Advisors
Pennsylvania
$14K +$13.6K +377 New
NC
1120
NewSquare Capital
Pennsylvania
$13K -$4.75K -132 -27%
PFO
1121
Pathstone Family Office
New Jersey
$12K – – –
TH
1122
TCTC Holdings
Texas
$12K +$11.5K +318 New
AIC
1123
Archer Investment Corporation
Indiana
$11.7K – – –
CA
1124
Crewe Advisors
Utah
$11K – – –
EWM
1125
Endurance Wealth Management
Rhode Island
$11K – – –
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45
46 47