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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1276
Avestar Capital
New York
$214K -$49.5K -1,110 -18%
HL
1277
HeadInvest LLC
Maine
$213K -$64.4K -1,445 -22%
JIC
1278
Joel Isaacson & Co
New York
$213K +$231K +5,180 New
TS
1279
TradeWell Securities
Indiana
$212K -$7.22K -162 -3%
1W
1280
1776 Wealth
Georgia
$210K -$66.8K -1,500 -23%
LC
1281
Lindbrook Capital
California
$210K -$30.5K -685 -12%
OPA
1282
Old Port Advisors
Maine
$210K +$227K +5,092 New
SJL
1283
Shayne & Jacobs LLC
Tennessee
$209K – – –
FA
1284
Faithward Advisors
Pennsylvania
$209K +$18.7K +419 +9%
PCA
1285
Providence Capital Advisors
North Carolina
$209K +$226K +5,075 New
SPC
1286
Spirepoint Private Client
Florida
$208K -$446 -10 -0.2%
NWWA
1287
New Wave Wealth Advisors
Arkansas
$208K -$49.8K -1,117 -18%
YCG
1288
Yeomans Consulting Group
Georgia
$208K – – –
EBT
1289
Enterprise Bank & Trust
Massachusetts
$208K +$225K +5,051 New
LA
1290
Legacy Advisors
Pennsylvania
$207K +$224K +5,035 New
GIA
1291
Gateway Investment Advisers
Ohio
$205K +$222K +4,989 New
AFW
1292
Avantra Family Wealth
Pennsylvania
$205K -$46.8K -1,050 -17%
LWM
1293
LongView Wealth Management
Georgia
$205K – – –
TA
1294
TrueWealth Advisors
Alabama
$204K +$2.27K +51 +1%
BWM
1295
Baron Wealth Management
Michigan
$203K -$35K -786 -14%
VWA
1296
VSM Wealth Advisory
Maryland
$203K – – –
LA
1297
LexAurum Advisors
Kansas
$202K -$178 -4 -0.1%
HFRG
1298
Houlihan Financial Resource Group
Virginia
$200K – – –
EB
1299
Eastern Bank
Massachusetts
$200K – – –
FFWM
1300
Future Financial Wealth Management
Ohio
$193K -$26.7K -600 -11%
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52
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