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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1126
Bedel Financial Consulting
Indiana
$6K +$1.04K +22 +14%
KFI
1127
Key Financial Inc
Pennsylvania
$6K +$8.84K +187 New
TC
1128
Truvestments Capital
Florida
$6K +$9.51K +201 New
LSA
1129
Lion Street Advisors
Texas
$5K +$8.23K +174 New
AA
1130
Advisory Alpha
Michigan
$4.36K +$662 +14 +12%
PCA
1131
Providence Capital Advisors
North Carolina
$4K -$7.42K -157 -54%
EWA
1132
Evolution Wealth Advisors
Florida
$4K -$2.51K -53 -27%
BWP
1133
Baldwin Wealth Partners
Massachusetts
$4K -$47 -1 -0.8%
BC
1134
Barnett & Company
Tennessee
$3K -$126K -2,675 -96%
LS
1135
Leelyn Smith
Illinois
$3K -$85.4K -1,807 -95%
FMP
1136
Financial Management Professionals
Texas
$3K – – –
LAS
1137
Lloyd Advisory Services
Georgia
$3K – – –
SMG
1138
Spectrum Management Group
Indiana
$3K – – –
MWM
1139
MBE Wealth Management
Wisconsin
$3K +$4.82K +102 New
HWM
1140
HighMark Wealth Management
Minnesota
$3K +$5.39K +114 New
MFT
1141
Moisand Fitzgerald Tamayo
Florida
$2K – – –
SFG
1142
Sowa Financial Group
Rhode Island
$2K – – –
WAMC
1143
Western Asset Management Company
California
$2K +$2.55K +54 New
RAM
1144
Riggs Asset Management
Pennsylvania
$1K -$18.9K -400 -87%
LWA
1145
Lowe Wealth Advisors
Maryland
$1K -$4.73K -100 -77%
CG
1146
Cutler Group
California
$1K -$3.59K -76 -62%
APWM
1147
Atlas Private Wealth Management
New York
$1K +$47 +1 +3%
ETC
1148
Exchange Traded Concepts
Oklahoma
$1K +$993 +21 +191%
WIM
1149
Westside Investment Management
California
$32 +$50.6K +1,070 New
CSIA
1150
Charles Schwab Investment Advisory
California
– -$456M -8,099,779 Closed
44 45
46
47 48