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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
ME
1226
McIlrath & Eck
Washington
$22K – – –
RFA
1227
Reilly Financial Advisors
California
$21K – – –
FMP
1228
Financial Management Professionals
Texas
$20K -$1.63K -36 -8%
MGIM
1229
M&G Investment Management
United Kingdom
$18.4K -$4.64M -102,513 -21%
O
1230
Ossiam
France
$18K -$2.9M -64,088 -99%
JWA
1231
JFS Wealth Advisors
Pennsylvania
$18K – – –
TFO
1232
Tarbox Family Office
California
$18K – – –
NC
1233
NewSquare Capital
Pennsylvania
$17K – – –
MHR
1234
Matthew Hamilton Rosenberg
$17K +$91 +2 +0.6%
CA
1235
Crewe Advisors
Utah
$15K -$770 -17 -5%
BAM
1236
Bellevue Asset Management
Washington
$15K – – –
TH
1237
TCTC Holdings
Texas
$15K – – –
AIC
1238
Archer Investment Corporation
Indiana
$15K – – –
PWMG
1239
Prestige Wealth Management Group
New Jersey
$14K -$2.94K -65 -18%
M
1240
MOTCO
Texas
$14K – – –
LWM
1241
Liberty Wealth Management
California
$14K +$9.96K +220 +256%
CIA
1242
Cascade Investment Advisors
Oregon
$13.3K – – –
LAS
1243
Lloyd Advisory Services
Georgia
$13K -$2.99K -66 -19%
RIM
1244
Rockbridge Investment Management
New York
$13K +$10.8K +238 +700%
APC
1245
Aspire Private Capital
North Carolina
$12K -$45.6K -1,008 -80%
GTAM
1246
Global Trust Asset Management
Florida
$12K – – –
TF
1247
Tompkins Financial
New York
$12K +$1.13K +25 +11%
MCM
1248
Manchester Capital Management
Vermont
$12K +$10.3K +228 +786%
TAM
1249
Tucker Asset Management
Colorado
$11.4K +$10.8K +238 New
CAL
1250
Capital Analysts LLC
Pennsylvania
$11K -$34.1K -754 -77%
48 49
50
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