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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TJHA
1251
Thomas J. Herzfeld Advisors
Florida
$11K – – –
HWM
1252
HighMark Wealth Management
Minnesota
$11K +$589 +13 +6%
FCMT
1253
Founders Capital Management (Texas)
Texas
$11K +$10.2K +225 New
AA
1254
Ancora Advisors
Ohio
$10K -$12K -266 -56%
EWM
1255
Endurance Wealth Management
Rhode Island
$10K -$4.08K -90 -30%
SGAM
1256
Smith Group Asset Management
Texas
$10K -$453 -10 -5%
APW
1257
Acima Private Wealth
Virginia
$10K – – –
SWA
1258
SOA Wealth Advisors
New York
$10K +$9.05K +200 New
CIA
1259
CSat Investment Advisory
Michigan
$9K -$1.43M -31,514 -99%
CCM
1260
Covington Capital Management
California
$9K – – –
RCA
1261
Ranch Capital Advisors
Florida
$9K – – –
TC
1262
Truvestments Capital
Florida
$9K +$9.1K +201 New
BFC
1263
Bedel Financial Consulting
Indiana
$8K – – –
SFSIG
1264
San Francisco Sentry Investment Group
California
$8K – – –
VBCG
1265
Valley Brook Capital Group
Pennsylvania
$7K +$6.79K +150 New
TI
1266
tru Independence
Oregon
$6.62K +$117K +2,591 +2%
EWA
1267
Evolution Wealth Advisors
Florida
$6K -$6.79K -150 -53%
BWP
1268
Baldwin Wealth Partners
Massachusetts
$6K – – –
BWM
1269
Baystate Wealth Management
Massachusetts
$6K – – –
IF
1270
Ironwood Financial
Arizona
$6K – – –
PCA
1271
Providence Capital Advisors
North Carolina
$6K – – –
GSAM
1272
Grant Street Asset Management
Pennsylvania
$6K +$5.98K +132 New
CAM
1273
Costello Asset Management
Pennsylvania
$5K – – –
KFI
1274
Key Financial Inc
Pennsylvania
$5K +$4.44K +98 New
SIAG
1275
Safeguard Investment Advisory Group
California
$5K +$5.39K +119 New
49 50
51
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