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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1126
Acima Private Wealth
Virginia
$8K – – –
HWM
1127
HighMark Wealth Management
Minnesota
$8K – – –
PFSC
1128
Peoples Financial Services Corp
Pennsylvania
$8K – – –
HS
1129
Horan Securities
United States
$8K +$2.6K +69 +48%
PO
1130
Private Ocean
California
$8K +$8.36K +222 New
RCA
1131
Ranch Capital Advisors
Florida
$7K -$16K -425 -68%
CCM
1132
Covington Capital Management
California
$7K – – –
JSC
1133
Jackson Square Capital
California
$7K – – –
NIC
1134
Northwest Investment Counselors
Oregon
$7K +$6.78K +180 New
LGWM
1135
Litman Gregory Wealth Management
California
$7K +$7.38K +196 New
BFC
1136
Bedel Financial Consulting
Indiana
$6K – – –
SFSIG
1137
San Francisco Sentry Investment Group
California
$6K – – –
PCA
1138
Providence Capital Advisors
North Carolina
$5K -$55K -1,459 -92%
BWP
1139
Baldwin Wealth Partners
Massachusetts
$5K – – –
IF
1140
Ironwood Financial
Arizona
$5K – – –
AA
1141
Advisory Alpha
Michigan
$5K +$4.26K +113 New
BWM
1142
BNC Wealth Management
Oregon
$5K +$5.09K +135 New
BDWM
1143
Brewin Dolphin Wealth Management
Ireland
$4.19K -$678 -18 -14%
BWM
1144
Baystate Wealth Management
Massachusetts
$4K -$3.65K -97 -46%
CAM
1145
Costello Asset Management
Pennsylvania
$4K +$4.18K +111 New
FNBOSM
1146
First National Bank of South Miami
Florida
$3K -$3.81K -101 -60%
LWM
1147
Liberty Wealth Management
California
$3K -$603 -16 -16%
CFFP
1148
Center for Financial Planning
Michigan
$3K – – –
AWM
1149
Adams Wealth Management
Utah
$3K +$3.09K +82 New
CAGAS
1150
Capital Advisory Group Advisory Services
Minnesota
$3K +$3.28K +87 New
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